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Work Background
Capitalyst Advisory GroupManaging Director
Mar. 2024New York, New York, United StatesAn integrated approach to startup and small business advisory
VU Venture PartnersVenture Partner
Jan. 2019New York, New York, United States- Orchestrated the development of comprehensive financial models crucial to VC financing, restructuring, valuation analyses, and liquidity events, contributing to informed decision-making in investment strategies.
- Pioneered the establishment of robust processes and infrastructures ensuring the long-term scalability of VU's investment processes, thereby guaranteeing adaptability and efficiency.
- Provided invaluable advice and guidance to startups, enhancing their financial performance through strategies focused on boosting sales, cost reduction, and the creation of new revenue streams. Key Contributions:
- Spearheaded the successful finalization of 3 to 6 significant investments per quarter as the lead of the investment committee, showcasing a talent for astute decision-making and strategic investment choices.
- Acted as a driving force in the identification and promotion of investment opportunities across diverse sectors, including Consumer, Enterprise, Fintech, Healthcare, and Frontier Tech, leveraging personal investment theses alongside the Investment team.
- Secured funding by adeptly co-investing with top-tier angel funds, accelerators, VC/PE funds, and strategic partners, exhibiting proficiency in investment evaluation through compelling presentations at weekly partner meetings.
Weild & Co.Managing Director
Jan. 2017 - May. 2024New York, New York, United States- Spearheaded operational enhancements as the Managing Director at Weild & Co., Inc., New York, facilitating streamlined operations by delivering client-centric corporate finance and capital-raising services, spanning M&A, Strategic Advisory, Private Placements, and Public Securities.
- Established and fortified trust-based relationships with shareholders, business partners, and regulatory authorities, fortifying the company's standing within the market.
- Demonstrated adept problem-solving skills by analyzing challenging situations and implementing strategic solutions to ensure the company's sustained survival and progression. Key Contributions:
- Successfully connected clients with an average of 30 potential investors per account, utilizing a strategic approach to act on behalf of clients in screening candidates from a vast array of global opportunities, thereby enhancing their investment prospects.
- Consistently sourced an average of 15 potential clients per quarter, showcasing a strong ability to identify and engage with new clients, further expanding the company's network and client base.
KinectekFounder & CEO
Jan. 2016 - Dec. 2018New York, New York, United States- Established and led Kinectek Inc. as CEO and Founder in Cold Spring Harbor, NY, providing pivotal strategic guidance to early and mid-stage start-ups in Biotech, Life Sciences, Fintech, AGTech, HealthTech, and consumer product sectors, with a focus on corporate and financial strategies.
- Spearheaded organizational growth through proactive identification of potential candidates for mergers and acquisitions, innovating market opportunities and execution methodologies to drive company expansion. Key Contributions:
- Successfully facilitated an average of 25 potential investors per account by establishing connections between customers and investors. Leveraging this role, meticulously screened applicants from a vast array of global possibilities on behalf of clients, significantly enhancing their chances for securing valuable investments.
- Averaged 5 potential strategic investors and M&A opportunities per account, showcasing an adept ability to identify and leverage strategic partnerships and acquisition prospects for the benefit of the companies, thereby amplifying growth and development prospects.
Cowen Inc.Managing Director, Co-Head of Equity Middle Market
Jan. 2015 - Dec. 2016New York, New York, United States- Developed and executed a comprehensive business strategy tailored for the middle market, significantly enhancing market reach and visibility.
- Managed end-to-end aspects of the due diligence process for investing clients, including the completion of RFPs/RFIs, presentation of portfolio data, and adept navigation of digital portals.
- Oversee a diverse portfolio of clients, conducting product analytics and generating dashboards for product performance and client outcome analyses. Regularly assess data patterns to inform strategic resource allocation decisions. Key Achievements:
- Increased the pool of potential investors for initial public offerings and secondary listings in the equity middle market by fostering collaboration with the capital markets group.
- Improved service offerings by strategically identifying clients based on the extent of the company's value-added services. Successfully transitioned the business into a hybrid model, catering to clients across multiple platforms.
- Maximizing resource allocation through effective collaboration with Research, Capital Markets, and Investment Banking segments. Distributed Client Focus newsletters to enhance sales and promote cross-functional cooperation.
Bank of America Merrill LynchDirector, Head of Equity Middle Markets
Jan. 2010 - Dec. 2015New York, New York, United States- Achieved a remarkable 50% to 100% outperformance over US Cash benchmarks while simultaneously reducing touch points by 5%, courtesy of a meticulously implemented hybrid coverage model spanning various client platforms.
- Elevated overall operational efficiency by establishing a dedicated training and mentoring platform for entry-level personnel, incorporating comprehensive "teach-ins" covering diverse financial offerings, including research, options, and swaps. Contributed to streamlined processes with the regular provision of weekly and monthly financial progress summaries and annualized forecasts. Key Achievements:
- Spearheaded the transformation of the client base, orchestrating a shift from negative margin to a high-margin business model, resulting in revenues exceeding $100M.
- Successfully championed a $90M middle market platform, conducting a thorough assessment of existing operations and implementing innovative business plans for superior outcomes.
- Realized a 25% growth in IGC accounts while significantly reducing touch points to 2%, introducing a single point of contact strategy that streamlined client outreach and bolstered profit margins.
- Optimized over 500 equity middle market segment accounts by assembling a high-performing 10-member team for Integrated Global Coverage, collaborating seamlessly with the EMEA team and GWIM management.
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