4
hours

Avg Response Time

12
years

Years of Experience

12/15

Member Since


Experience

 
Private Equity (Private) Corporate Strategy & Development
Operations, Strategy & Business Development
08/2014 - 04/2016
Spearheaded Innovation Center strategic development from conceptualization to execution; comprised of an accelerator program, 3D print lab, prototyping lab and technical continuing education platform creating a flagship commercialization facility in the Northeast. Constructed and authored an award winning proposal securing over $560,000 in NJEDA grant funding. Developed content messaging for public relations campaign, advertising assets, pitch decks, proposals and promo videos.

ND20 Capital Marketing
Manager, Strategic Partnerships & Business Development
01/2009 - 08/2014
Responsible for marketing of investment strategies and development of marketing materials, digital assets, financial models, pitch decks, presentations and proposals. Focused on over $1BLN in deal flow management and presentation, between originators and investors within commercial real estate and technology startup investments (FinTech, Telco, Internet, Consumer Product).

Shift Forex Marketing
Senior Advisor, Managed Funds
07/2009 - 08/2012
Fintech startup, responsible for growing the asset management arm and managing global investor relationships including retail clients, high net worth individuals, technology providers and wealth advisors raising over $350,000 of AUM in Q1 2011 for our algorithmic based managed funds. Vetted trading programs and on boarded quantitative managers. • Built internal operative processes and marketing strategies with executives, including investment memorandums, proposals and digital asset literature.

Halcyon Asset Management Finance
Associate, Trading & Operations
06/2006 - 01/2009
Responsible for coordination in achieving balance and maintaining integrity of trading activities within equities, swaps and asset backed securities for a hedge fund whose managed assets grew by $6B to $14B from 2006-2008. Supported senior traders to maintain daily communication with counter parties and prime brokers, including Goldman Sachs, Smith Barney, Merrill Lynch and Deutsche Bank regarding trade details and settlement issues. Reconciled portfolios daily.

Bloomberg LP Marketing
Associate, Financial Analytics Consulting & Sales
06/2004 - 05/2006
Managed client accounts, prospected for new business and maintained client relationships with traders and market data contacts at major buy-side and sell-side firms through analytical problem solving, financial analysis, training, consultation and proactive communication on the Bloomberg platform.