Sector Experience
Telecom
Financial Services
Energy
Technology
Transportation & Logistics
20
years
Years of Experience
10/19
Member Since
Fortune 500
Experience
NEXT47 (INVESTMENT ARM OF SIEMENS)
Finance
Principal
€1bn fund: Focused on venture and growth equity investments ($5-30m) in industries such as cybersecurity, AI, supply chain & logistics, robotics, drones and data analytics sectors
• Responsible for leading investment committee discussions & due diligence with heavy sourcing focus
• Developed theses-driven investment presentations in operational technology (OT) cybersecurity, warehouse robotics, cyber insurance, and predictive maintenance topic areas
• Responsible for leading investment committee discussions & due diligence with heavy sourcing focus
• Developed theses-driven investment presentations in operational technology (OT) cybersecurity, warehouse robotics, cyber insurance, and predictive maintenance topic areas
ADVEQ MANAGEMENT
Finance
Vice President
Closed 7 venture and growth investments for a private equity firm with $7 billion AUM
• Responsible for leading investment committee discussions, due diligence, modeling, sourcing and monitoring
• Developed U.S. IT direct investment pipeline based on industry, revenue growth and return potential
• Responsible for leading investment committee discussions, due diligence, modeling, sourcing and monitoring
• Developed U.S. IT direct investment pipeline based on industry, revenue growth and return potential
Mastercard
Operations
Vice President
Led investments, acquisitions and partnerships to expand capabilities for mobile payment solutions
• Explored opportunities within NFC, mobile as a POS, provisioning, mobile money and offers
• BOKU: Strategic partnership with a global provider of an online/mobile wallet, offers & carrier billing
• Explored opportunities within NFC, mobile as a POS, provisioning, mobile money and offers
• BOKU: Strategic partnership with a global provider of an online/mobile wallet, offers & carrier billing
HarbourVest Partners
Finance
Associate - Direct Investments
Closed eight growth equity and buyout direct/co-investments for private equity firm with over $36 billion AUM
• Participated in all aspects of investment including sourcing, due diligence, modeling, negotiation, and presentation
• Participated in all aspects of investment including sourcing, due diligence, modeling, negotiation, and presentation
JEFFERIES BROADVIEW
Finance
Investment Banking Analyst
Participated in all aspects of transaction development and execution, including sourcing M&A opportunities, completing prospective client pitches, developing financial models, conducting due diligence and drafting information memoranda
• Managed communication equipment, semiconductor capital equipment and security software perspectives
• Selected Transaction Experience: Neustar, GuardedNet, Bilcare, eMeta, Simbhouli Sugar Mills, e-Security
• Managed communication equipment, semiconductor capital equipment and security software perspectives
• Selected Transaction Experience: Neustar, GuardedNet, Bilcare, eMeta, Simbhouli Sugar Mills, e-Security
Lockheed Martin
Operations
Engineering Leadership Development Program
Rotations in engineering, international business development, international programs and program management