Certifications

Series 63
Series 7
Series 79

Sector Experience

Media & Entertainment
Financial Services
Consumer Goods
Chemicals
Industrials
16
years

Years of Experience

3/20

Member Since

Bulge Bracket Investment Banks

Experience

 
Sisu Advisory Partners Corporate Strategy & Development
Strategic Consultant & Investor
04/2019 - Present
Provided consulting and strategic advisory services to founders and CEOs on matters related to growth, new business opportunities, go-to-market strategy, FP&A, M&A, and capital raising. Clients include companies in the health & wellness, technology, media, life sciences, SaaS, and manufacturing markets

GCP Applied Technologies Corporate Strategy & Development
Director of Strategy and Corporate Development
11/2016 - 04/2019
Developed strategy and processes and frameworks for identifying, sourcing, structuring, and executing strategic M&A and investment activity aligned with GCP’s corporate and product priorities. Developed frameworks and procedures for screening acquisition targets, including a full set of due diligence checklists and M&A process documents.
HSBC Finance
Director, Investment Banking
09/2013 - 10/2016
Senior investment banker responsible for developing acquisition ideas and managing transaction execution teams.
Barclays Capital Finance
Vice President, Investment Banking
05/2011 - 09/2013
Senior investment banker responsible for developing acquisition ideas and managing transaction execution teams.
Royal Bank of Canada Finance
Senior Associate - High Yield Research
07/2009 - 05/2011
Built financial projection models and wrote quarterly research pieces for 75+ companies. Interacted with traders and buy-side investors to discuss sector trends and investment recommendations.
JPMorgan Chase & Co Finance
Associate - Investment Banking
08/2008 - 07/2009
Senior investment banker responsible for developing acquisition ideas and managing transaction execution teams.