22
years

Years of Experience

11/14

Member Since

Experience

 
 
Start-Up
kountable, Inc. - Director of Capital Strategy/Fund Manager
12/2005 - Present
Fintech start-up. Technology is a big data, quantitative analytics system used for alternative credit scoring methodology used in countries with underdeveloped financial infrastructure. Includes underwriting and monitoring capabilities to support trade finance transactions with small businesses in target countries. Technology is also licensed as a SaaS product for local banks

 
Finance
Delphi Trade - Partner
12/2005 - 12/2014
Raising capital for project finance in domestic and emerging markets, low income housing, trade finance. Create investment memos, pitchbooks, financial models. Relationship management.

Supply Chain Finance and Structured Trade Finance. Structured innovative financing for 2 major auto manufacturers for export to Europe and the Middle East.
Export trade finance structures for exporters in the Philippines.

 
Finance
Goldman, Sachs & Co. - Vice President
09/2003 - 11/2005
Asset management for HNW families.

 
Finance
Bessemer Trust - Regional VP
03/2000 - 06/2003
Family Office/asset management. Raised $180mm in new assets from ultra HNW families and related institutions.