Solution Development Leader
Entrepreneurial and multi-cultural business executive with proven success leading and optimizing financial, technical, and operational functions to drive profitability and business growth.
VU Venture Partners / New York
Develop financial models relating to VC financing transactions, restructurings, valuation analyses, and liquidity events. Create processes and infrastructures to ensure the long-term scalability of Live’s investment process. Provide advice to the company on the improvement of financial performance by increasing sales, cutting costs, and generating new revenue streams.
●Finalized 3 - 6 significant investments per quarter by serving as key investment committee lead.
●Championed deals through leading sourcing efforts around personal investment theses across Consumer, Enterprise, Fintech, Healthcare, and Frontier Tech alongside the Investment team.
●Secured funding by co-investing alongside top-tier angel funds, accelerators, VC/PE funds, and strategic and presenting investment evaluations at weekly partner meetings.
Weild & Co / New York, NY
Streamline operations by providing client-focused corporate finance and capital-raising services, including M&A, Strategic Advisory, Private Placements, and Public Securities. Establish and maintain trust relationships with shareholders, business partners, and authorities. Analyze problematic situations and occurrences and provide solutions to ensure company survival and growth.
●Realized 20 average potential investors per account by connecting clients with investors, acting on clients’ behalf to screen candidates from the list of thousands of global opportunities.
●Sourced 15 potential clients per quarter.
Kinectek Inc. / Cold Spring Harbor, NY
Added value to early and mid-stage start-ups by advising Biotech, Life Sciences, Fintech, Agtech, HealthTech, and consumer product companies on corporate and financial strategies. Initiated organizational expansion by identifying possible candidates for mergers and acquisitions and developing market opportunities and execution methodologies.
●Averaged 17 possible investors per account by connecting customers with investors and screening applicants from a list of thousands of global possibilities on behalf of clients.
●Averaged 5 potential strategic investors and M&A opportunities per account.
Cower & Co / New York, NY
Co-Head of Equity Middle Markets
Enhanced reach by developing and implementing a new business strategy for middle market. Managed all aspects of due diligence process on behalf of investing clients, including completion of RFPs/RFIs, presentation of portfolio data, and navigation of digital portals. Oversee numerous clients, product analytics, and dashboards including product performance analyses and client outcome analyses, while assessing data patterns to assist in resource allocation.
●Increased number of possible investors for initial public offerings and secondary listings in the equity middle market by collaborating with the capital markets group.
●Improved offerings by identifying clients based on extent of company's value-added services and changing the business into hybrid model that serves clients on numerous platforms.
●Maximized resource allocation by encouraging cooperation with Research, Capital Markets, and Investment Banking segments and distributing Client Focus newsletters to boost sales.
Bank of America Merrill Lynch / New York, NY
Head of Equity Middle Markets
Outperformed US Cash by 50% to 100% and reduced touch points by 5% by implementing hybrid coverage model that covers clients across several platforms. Improved operations by establishing platform for training and mentoring entry-level personnel through "teach-ins" with other offerings, such as research, options, and swaps. Streamlined process by providing weekly and monthly summaries of financial progress and annualized forecasts.
●Increased revenues to $100M+ by leading transformation of client base from negative margin to high-margin business.
●Championed $90M middle market platform by assessing existing operations to develop and implement new and superior business plans.
●Grew IGC accounts 25% and redacted touch points to 2% via instituting single point of contact to streamline client outreach and increase margins.
●Optimized 500+ equity middle market segment accounts by building out 10-member team for Integrated Global Coverage in collaboration with EMEA team and GWIM management.