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Investment Banking
Engineered Ventures, LLC - Investment Management and M&A Advisory, Consulting - Analyst, Consultant
07/2010 - Present
- Consulted with numerous FinTech startups including roles on board of advisors and interim CFO/controller positions, with: Focal Systems, Inc., Runner, Inc., mPura, Inc., MyBlox Inc., etc.

Hedge Fund
ThinkWealth Alpha Fund, LLC - Investment Management - Analyst/Portfolio Manager, Managing Member
06/2003 - 06/2010
- Organized and managed opportunistic fundamentals-based equities fund focused predominately in the TMT sectors of the U.S. equity market.
- Raised over $30MM in fund AUM from HNW/UHNW LPs, set up all facets of operational infrastructure including prime brokerage, legal and general administration.
- Outperformed the S&P500 index by ~650BPS per year for the years 2004 to 2009, with risk-adjusted returns also exceeding the market.

Venture Capital
Xfinity Corporation, Inc. - Corporate Venture Capital Group - Analyst, VP
11/2000 - 06/2003
- Assisted in formation of standalone venture capital fund within corporate structure of an APAC-based enterprise information technology services company.
- Led deal team in negotiations of several early-round information technology services integration and consulting startups – all based in the U.S., including: operational and financial due diligence and valuation.

Investment Banking
UBS AG (PaineWebber Group Inc.) - Technology Research Department - Analyst, SVP
06/1999 - 11/2000
- Conducted all facets of fundamental equity research on technology companies, with special emphasis on: SaaS, IT Services & Consulting.
- Ranked 9th of 62 analysts in the Institutional Investors All-America Poll, #7 in Reuters, #11 in Greenwich Associates Research Survey in the Computer Services sector.

Investment Banking
CIBC World Markets Inc. (Oppenheimer & Company Inc.) - Technology Research Department - Analyst, Senior Director
06/1997 - 06/1999
- Conducted all facets of fundamental equity research on technology companies, with special emphasis on Computer Services & Software, and Business Services sectors.
- Researched, analyzed, and constructed detailed earnings models, wrote in-depth reports on both industry and companies under coverage, tracked industry trends, communicated investment opinion to over 500 institutional clients, institutional sales force & traders, and investment bankers.

Investment Banking
Deutsche Bank AG - Technology Research Group - Analyst, AVP
04/1996 - 06/1997
- Founding member of the Deutsche Bank Technology Group, a standalone technology focused research and banking effort led by the former head of technology banking at Morgan Stanley - Frank Quattrone. Deutsche Bank Technology Group rose to the top-5 in most investment banking underwriting and advisory league tables within the first two years of its formation. The technology group was ranked #1 in 1997 Institutional Investors All America Poll.

Investment Banking
Morgan Stanley & Company - U.S. Market Strategy & Technology Research Department - Analyst
01/1994 - 04/1996
• Worked for chief U.S. equity market strategists, Byron Wein and Thomas McManus, to develop a quantitative small capitalization component of the firm’s overall portfolio and strategy research.
• Transitioned to technology equity research and conducted all facets of fundamental research on technology companies, with special emphasis on Computer Resellers & Contract Manufacturers, Healthcare Technology, and Computer Services & Software sectors.

Investment Banking
Citigroup Inc. (Salomon Brothers Inc.) - Derivatives Research/Equity Portfolio Analysis/Investment Strategy Groups - Analyst
02/1990 - 12/1993
- Gained working knowledge of equity, currency, and interest-rate derivatives with implementation of analytic closed-form pricing routines and more advanced numerical pricing techniques (i.e., stochastic process simulation routines, and discrete-time binomial tree models for American style options, etc.).