•I connect firms seeking debt or equity financing to capital sources.
•Help early stage tech companies make operational improvements to support growth and capital raising goals
•Assist management with developing financial models, operating budgets, and implementing best practices and controls commensurate with the business
•Developing operational due diligence risk matrix and best practices for hedge funds, private equity and venture funds to aide continuous learning and knowledge sharing

• Focused on the transition of the Arden hedge fund portfolios to Aberdeen Asset Management post acquisition
• Conducted operational due diligence meetings on hedge funds, private equity, real estate and venture capital funds
• Participated in investor and client due diligence meetings

• Led the operational due diligence practice at Arden Asset Management and was a Partner at the firm
• Participating member of the working investment committee (WIC) and valuation committee (VC)
• Coordinated and conducted on site operational due diligence meetings for new and existing hedge funds across various strategies both domestically and internationally
• Conducted due diligence on service providers

• Coordinated and conducted on site operational due diligence meetings
• Prepared due diligence summary reports of new and existing managers for management
• Worked closely with the portfolio manager and research director on ad hoc risk management projects
• Responsible for analyzing and keeping management abreast of liquidity and side pockets with underlying investment managers

• Responsible for the quarterly regulatory reporting for the loan origination and loan underwriting business
• Created and implemented Sarbanes-Oxley 404 documentation and testing

• Coordinated and managed audits and business advisory services for hedge funds with AUM ranging from $50m to over $2bn
• Responsible for engagement planning and economics, including budget planning and analysis
• Product exposure included corporate debt, bank debt, distressed debt, equities and derivatives (options, futures, and forwards)
• Managed several team members on simultaneous engagements and guided them to completion