9
years

Years of Experience

6/16

Member Since

Bulge Bracket Investment Banks
Fortune 500

Experience

 
YieldStreet Start-Up
Vice President
07/2015 - 01/2016
? Specialty finance online lending financial technology platform democratizing investment opportunities
? Head of investments team. Crowd-funded and closed eight separate offerings totaling $4.5 million in three months
? Personally walked high net worth clients through complex investments to close offerings
First Steppe Finance
Founder
01/2014 - 07/2015
? Created and managed First Steppe LLC investment fund with $2.0 million from friends and family
? In 2014, generated return of 18.9% net of capital contributions compared to S&P benchmark gain of 14.2% with dividends reinvested
? Consulted for Hunting Hill Global Capital, a multi-asset class hedge fund
Goldman Sachs Finance
Associate
06/2011 - 06/2013
? Multi-asset class 100% proprietary investing platform with global AUM of $13 billion
? Originated, analyzed, structured, or executed over 40 public and private investments with focus on TMT growth equity investments
? Personally tasked by group head to diligence investment opportunities individually in China, the Philippines, and Eastern Europe
SAC
SAC Capital Finance
Pre-MBA Associate
08/2007 - 05/2009
? Private equity arm of SAC Capital with AUM of $1.5 billion since re-branded Siris Capital
? Structure and execution of control leveraged buyout investments with a global mandate
Credit Suisse Finance
Analyst
06/2004 - 08/2007
Investment banking analyst