Sector Experience

Financial Services
Technology

Experience

Qapital Start-Up
Chief of Staff
6/2017 - 12/2018
I worked with the CEO on special projects across functions including finance, product development, and marketing.
Sterling Partners Finance
MBA Summer Intern, EOF
6/2016 - 8/2016
The Education Opportunity Fund (EOF) was launched in partnership with USA Funds, a mission-driven nonprofit organization with a focus on promoting a more purposeful path for students to and through college and on to rewarding careers and successful lives. EOF provides capital of between $10 and $25 million per investment platform to distinctive companies that have reached
Second Century Ventures Finance
VC Associate
2/2016 - 5/2016
Second Century Ventures (SCV) is a venture capital fund focused on promoting innovation in the real estate industry and helping to enable the entrepreneurial spirit of real estate thrive. As an associate, Jonathan sourced and screened companies for strategic fit for SCV’s primary fund and annual incubator class, REach 2016.
NASDAQ Corporate Strategy & Development
Lead Strategic Planner
7/2011 - 7/2015
Provided recommendations to the CEO, CFO and board of directors in the evaluation of potential mergers, acquisitions, joint ventures and other corporate initiatives. Responsible for supporting business unit leadership in constructing the business case for and evaluating the financial returns of potential deals, coordinating the appropriate business units, and managing the due diligence process and deal execution.
Bank of America Merrill Lynch Finance
Analyst
7/2009 - 6/2011
Designed and constructed valuation models in the context of merger analyses, equity contribution analyses, and debt and equity financings for banks and thrifts, specialty lenders, and financial technology firms