Experience

Serena Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Partner

  • Jan 2020 - Present

  San Francisco Bay Area

• Vice President

  • Oct 2018 - Jan 2020



The SpringHill Company

• United States
• Entertainment Providers
• 100 - 200 Employee

• Board Observer

  • May 2020 - Present



Wasserman

• United States
• Entertainment Providers
• 700 & Above Employee

• Research and Insights

  • Jun 2017 - Aug 2017

  Greater Los Angeles Area



J.P. Morgan Asset Management

• United States
• Financial Services
• 700 & Above Employee

• Associate - Client Portfolio Manager, GIM Solutions - Global Multi-Asset Group

  • Jul 2014 - May 2016

  Greater New York City Area Manage development, marketing and ongoing servicing of alternative beta solutions for retail and institutional clients

• Alternative Investment Specialist

  • Mar 2013 - Jul 2014

  Greater New York City Area • Founding member of alternative investment team designed to harness organizational synergies across the $137 billion hedge fund, private equity and real assets platforms • Spearheaded the development of the firm’s Alternative Beta offering in the U.S. for both retail and institutional channels • Created, designed and executed an innovative set of customized pitches to explain alpha and beta separation across client hedge fund portfolios • Engineered a database to look at the risk and… Show more • Founding member of alternative investment team designed to harness organizational synergies across the $137 billion hedge fund, private equity and real assets platforms • Spearheaded the development of the firm’s Alternative Beta offering in the U.S. for both retail and institutional channels • Created, designed and executed an innovative set of customized pitches to explain alpha and beta separation across client hedge fund portfolios • Engineered a database to look at the risk and return attribution across 25 liquid alternative funds to help respond to client requests and portfolio construction

• Institutional Advisory and Sales Analyst

  • Jul 2011 - Feb 2013

  • Supported fiduciary advisors across asset classes for 32 public and private pension plans, endowments and foundations managing over $160 billion in assets• Analyzed client portfolio allocations for business development of new products and thematic campaigns • Responded to requests for proposals across asset classes for product selection in public and private pension plans • Created client and internal use presentations and prepared materials for pitches to prospective… Show more • Supported fiduciary advisors across asset classes for 32 public and private pension plans, endowments and foundations managing over $160 billion in assets• Analyzed client portfolio allocations for business development of new products and thematic campaigns • Responded to requests for proposals across asset classes for product selection in public and private pension plans • Created client and internal use presentations and prepared materials for pitches to prospective clients • Implemented across product learning and development training program for the broader asset management analyst pool



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Securities Analyst

  • Jun 2010 - Aug 2010

  • Created a simulated hedge fund to present to potential capital investors and prime brokerage sales representatives • Researched top 200 US Pension funds alternative investment strategies focusing on hedge funds and the use of consultants • Evaluated listed sector futures as an option for equity derivative swaps in new regulatory environment • Compiled information on members of the FOMC views on growth, inflation, rates, and asset sales



Jefferies

• United States
• Investment Banking
• 700 & Above Employee

• Investment Banking Analyst

  • Jun 2009 - Aug 2009

  • Prepared Private Placement Memorandum for €100 million LBO financing for an European healthcare company • Examined historical market size and projected market demand for global satellite launch company • Analyzed gaming company operating and trading performance for comparable debt and valuation analyses • Developed database of Debtor-in-Possession 2009 financings pre- and post-Lehman bankruptcy