Launched single family office/merchant bank on behalf of the Loeb(/Lehman) family in New York.

› Direct staff vis-à-vis management of family assets including new investments and board level operational support
› Manage professional and corporate finance consulting practice
› Financial and operational management of Amazing Stories, LP, a film production fund

Marketing and operations focus for tax lien investment hedge fund strategy
› Built and manage Philippines investment/servicing team to support management of $35 million fund
› Founded Ebury Solutions LLC, a boutique offshore professional services provider to avail third party clients of labor cost advantage in attractive offshore market

Top operating executive at 150-person financial technology, advisory and capital management firm leading the registered investment advisory, fintech platform development and international operations. Presided over key period of strategic repositioning from legacy business to scalable investment advisory and fund management businesses.

Member of an investment team making privately negotiated investments; responsible for sourcing, evaluating, negotiating and managing private investments
› Assisted Portfolio Company management teams though Board (of Directors) level participation
› Led successful $100 million fundraising campaign for Deerpath’s inaugural fund
› Generalist coverage on team that invested approximately $220 million of $250 million fund