Experience

Firmament

• United States
• Investment Management
• 1 - 100 Employee

• Vice President

  • Jul 2022 - Present



Capital One

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President - Team Leader

  • Jan 2022 - Jun 2022

  Managing five-person underwriting team in the TMT sector. Oversaw new deal processes in cash flow, ARR, and telecom infrastructure industries, and covered ~$1bn portfolio of investments.

• Vice President - Technology, Media & Telecom Cash Flow Lending

  • Jun 2019 - Dec 2021

  New York, New York Running 2-3 person deal teams through diligence, constructing investment memos, negotiating loan documentation, and pitching transactions.



Capital One

• United States
• Financial Services
• 700 & Above Employee

• AVP - Technology, Media & Telecom Cash Flow Lending

  • 2016 - 2019

  First lead underwriter to join the newly created Middle Market TMT lending vertical following Capital One’s acquisition of GE Capital’s healthcare lending arm.

• Associate - Healthcare Cash Flow Lending

  • 2015 - 2016

  Joined Capital One as an associate via the acquisition of GE Capital's healthcare lending arm.



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Analyst/Associate - Healthcare Cash Flow Lending

  • 2013 - 2015

  Bethesda, Maryland Drafted investment memos, built financial models, led diligence calls with clients, and pitched transactions to internal credit committee. Closed over $500MM in commitments across the healthcare sector (pharma, med-device, physician practice roll-ups, healthcare IT, etc.).



Travelers

• United States
• Insurance
• 700 & Above Employee

• Financial Management Leadership Development Program

  • 2011 - 2013

  Hartford, Connecticut Gained skillset in financial modeling, corporate strategy, and investor relations through rotational program. Helped management with quarterly analyst call prep, assembled presentations to the investment community, and built cost-benefit analyses used to assess e-commerce initiatives.