Functional Skills
Business Planning
M&A Support
Financial Due Diligence
Collateral Development
Competitive Landscaping
Software Skills
Adobe Premier Pro
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
Outlook
Sector Experience
Healthcare
Retail
Financial Services
Business Services
Real Estate
Languages
English
1
jobs
Jobs Completed
12
hours
Total Hours Logged
27
years
Years of Experience
3/21
Member Since
Bulge Bracket Investment Banks
Experience
Growth Advisory Partners
Management Consulting
Managing Partner
Work with business owners and management, private equity sponsors, and family offices spanning a wide array of industries. Specialize in business development, growth strategies, transaction origination, due diligence, and financing.
Element78 Advisors
Management Consulting
Managing Director
Led the firm’s strategic advisory and direct investment practices
JPMorgan Chase & Co
Other
Private Banker
Worked with high net worth business owners to plan, invest, borrow, and manage risk across both personal and business balance sheets.
Banking Syndicators of America
Product Management / Strategy
Managing Director
Advising business owners, family offices and franchise organizations around raising capital and acquiring middle market companies.
Deutsche Bank Asset Management
Operations
VP Direct Client Sales and Services
Led the firm’s $20 billion direct (no-load) sales and client service fund division.
Deutsche Bank Asset Management
Operations
Assistant VP, Sales and Service
Led integration and ongoing management of acquired sales and service division.
Deutsche Bank Asset Management
Operations
Sales Support Manager
Managed team of representatives who supported sales of mutual fund products to intermediary channel financial advisors.
Kemper Funds
Customer Service
Sales Support Representative
Inside sales representative of mutual fund products.