Experience

Soluna

• United States
• IT System Data Services
• 1 - 100 Employee

• Strategy & Finance

  • Apr 2022 - Present

  - Lead capital raising, investor relations, and capital allocation- Coordinated $5 million preferred equity raise and convertible note amendment in first 6 months- Manage communication with Board of Directors- Develop narrative for financial reporting to shareholders- Evaluate and execute potential M&A- Assess strategic alternatives and develop supporting analysis for decision making - Lead capital raising, investor relations, and capital allocation- Coordinated $5 million preferred equity raise and convertible note amendment in first 6 months- Manage communication with Board of Directors- Develop narrative for financial reporting to shareholders- Evaluate and execute potential M&A- Assess strategic alternatives and develop supporting analysis for decision making



Citi

• United States
• Financial Services
• 700 & Above Employee

• Vice President Investment Banking - Internet

  • Jan 2019 - Apr 2022

  - Outbrain Initial Public Offering ($1.1bn)- IronSource SPAC Merger ($11.1bn Initial Public Offering)- Opendoor SPAC Merger ($4.7bn Initial Public Offering)- Opendoor First Follow-on ($770mm)- Sale of AquaVenture to Culligan (~$1.1bn sale of public company)- Sale of Harsco's Air-X-Changers division to Chart Industries ($592mm)

• Investment Banking Associate

  • Aug 2016 - Dec 2018

  Selected Transaction Experience:- GE's sale of Water & Process Technologies- Golar Partners Follow-on Offering- AM General Refinancing- Mercury Systems 2017 Follow-on Offering

• Investment Banking Analyst

  • Jun 2014 - Aug 2016

  Selected Transaction Experience:- Synergo's sale of Motovario- Con-way's sale to XPO Logistics- Mercury Systems' Follow-on to finance its Acquisition of Microsemi- IndiGo IPO- Euronav U.S. IPO- Comtech IPO



Frisch Capital Partners, LLC

• Investment Banking
• 1 - 100 Employee

• Associate

  • May 2012 - Jan 2014

  • Contributed to 6 debt and equity private placements for a boutique investment bank• Researched and qualified capital sources including senior lenders, unitranche lenders, mezzanine funds, strategic buyers, private equity funds• Made initial and follow up calls to potential capital sources• Produced lender materials including: Executive Summaries, Business Plans, Models, and Lender/ Investor slide presentationsSelected Transaction Experience:- Health Club franchise leveraged buyout follow-on (closed): $42.5 million senior term loan for the acquisition of 7 pre-existing clubs and the construction of 3 new fitness clubs - Health Club franchise leveraged buyout (closed): $12 million senior subordinated cash flow loan and $4 million preferred equity - Green Household products equity raise (pending): $15 million Venture Capital/ growth equity- Automotive supplier acquisition (pending): $15 million debt and equity raise



Citi

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Analyst

  • Jun 2013 - Aug 2013

  Industrials Investment Banking Summer AnalystSelected Transaction Experience:o Specialty Chemical manufacturer strategic acquisition $1.5 billion all cash acquisition• Produced materials advising on structuring and timing of IPO to spin off potential acquisitiono Remote Health Monitoring sell-side bake off $160 million proposed sale to sponsor pitch• Produced materials advising company on structuring, timing, and expected purchase price in sale to sponsor Industrials Investment Banking Summer AnalystSelected Transaction Experience:o Specialty Chemical manufacturer strategic acquisition $1.5 billion all cash acquisition• Produced materials advising on structuring and timing of IPO to spin off potential acquisitiono Remote Health Monitoring sell-side bake off $160 million proposed sale to sponsor pitch• Produced materials advising company on structuring, timing, and expected purchase price in sale to sponsor



Center for International Trade Security

• Security Leadership Scholar

  • Aug 2012 - Feb 2013

  - Research and report on international trade compliance for financial transactions and exchange of dual- use goods.- Assist Center for International Trade Security professionals in consulting international companies and foreign governments on trade compliance. - Research and report on international trade compliance for financial transactions and exchange of dual- use goods.- Assist Center for International Trade Security professionals in consulting international companies and foreign governments on trade compliance.



Phi Slam

• Business Development Associate

  • Apr 2012 - Dec 2012

  - Consult management on potential issues and opportunities to be exploited- Produced Business Plan and Executive Summary - Created new organizational structure to maximize efficiency - Developed clothing line and set up drop shipping system for fulfillment- Created marketing plan for clothing line as well as Phi Slam as a whole- Develop relationships with potential donors and local business sponsors - Consult management on potential issues and opportunities to be exploited- Produced Business Plan and Executive Summary - Created new organizational structure to maximize efficiency - Developed clothing line and set up drop shipping system for fulfillment- Created marketing plan for clothing line as well as Phi Slam as a whole- Develop relationships with potential donors and local business sponsors



FDIS NextGen Payments

• Owner

  • Jun 2011 - Jun 2012

  - Started independent sales organization which sold debit and credit card processing through First Data Independent Sales- Managed website, analyzed and decided on target markets, and developed relationships with new customers - Started independent sales organization which sold debit and credit card processing through First Data Independent Sales- Managed website, analyzed and decided on target markets, and developed relationships with new customers



Pax Technology Ltd.

• Intern

  • Jan 2011 - Apr 2011

  • Worked for China’s largest merchant processing hardware supplier (exclusively spoke Mandarin)• Direct contact with CEO of North American division• Accompanied sales agent, participated in contract negotiations and meetings with prospective and existing clients • Worked for China’s largest merchant processing hardware supplier (exclusively spoke Mandarin)• Direct contact with CEO of North American division• Accompanied sales agent, participated in contract negotiations and meetings with prospective and existing clients



Investors Watchdog, LLC

• Student Worker

  • May 2010 - Aug 2010

  - Assisted in due diligence required to produce Investors Watchdog reports. - Responsible for data entry of state actions into proprietary database used for Investors Watchdog reports.- Assisted in oversight of assets in receivership.- Content creation and development of email marketing.- Research and reporting of media journalists contact information to be used by PR Department - Assisted in due diligence required to produce Investors Watchdog reports. - Responsible for data entry of state actions into proprietary database used for Investors Watchdog reports.- Assisted in oversight of assets in receivership.- Content creation and development of email marketing.- Research and reporting of media journalists contact information to be used by PR Department