Functional Skills

Financial Modeling
1
minute

Avg Response Time

4
jobs

Jobs Completed

119
hours

Total Hours Logged

15
years

Years of Experience


Bulge Bracket Investment Banks

Experience

 
Impresa Products Start-Up
CEO/Co-Founder
12/2014 - Present
e-Commerce company specializing in a variety of consumer products

Bowerbird Start-Up
CEO/Co-Founder
08/2013 - 10/2014
Bowerbird provides end-to-end software and services for high net worth individuals/families and institutions/organizations.
- Built small team of engineers and designers
- Acquired several early customers
- Developed partnerships
- Pitched and received commitment for angel funding

ArtistCommons Start-Up
CEO/Co-Founder
03/2013 - 08/2013
ArtistCommons connects artists with local venues who are looking to show their work. Artists get exposure to show and sell their work and venues get the ability to display high-quality local art with no cost to them. We provide payment tools to improve and simplify the art buying experience for everyone involved - buyer, artist and venue.
- Managed product design and development
- Successfully launched product, acquiring 10 venues and 50+ artists in network

Serent Capital Finance
Associate
08/2010 - 08/2012
- Evaluated hundreds of investment opportunities in an array of industries with a diverse set of business models
- Performed a wide variety of analyses and built financial and operating models
- Completed business, accounting and financial diligence, including working extensively with accounting and legal advisors
- Worked with financing providers to secure senior and mezzanine debt
- Developed and pursued various investment themes

JPMorgan Chase & Co Finance
Analyst
07/2008 - 06/2010
- Ranked #1 in industry coverage and M&A analyst class during both first and second years
- Participated in pitches for and executions of strategic analysis assignments, debt issuances and exchanges, credit amendments, equity issuances, IPOs, asset sales and takeover defenses, often involving regular contact with client CFOs
- Managed junior analyst and intern resources (directing research, modeling, presentation development, etc.)