Senior Associate

• Jan 2021 - Present

Senior Associate, Xerox Ventures

• Feb 2021 - Feb 2023

Xerox Ventures, a $250M venture fund, is focused on fueling the creation of new workspace innovations and businesses on a global scale. Xerox Ventures invests in early and growth-stage startups in the fields of Artificial Intelligence, Machine Learning, Augmented Reality, Additive Manufacturing, Industrial IoT, Digital Manufacturing, Software, Cybersecurity, Fin-tech / DeFi, and Cleantech / Sustainability.Find out more at https://xeroxventures.com/

Corporate Strategy and M&A

• May 2019 - Jan 2021

Focused on evaluating and executing M&A transactions including the acquisition of CareAR, an augmented reality service support platform. In less than 12 months of ownership, platform's valuation increased >75x following an investment by ServiceNow. Deal team member for Xerox's proposed $34 billion acquisition of HP, Inc. Accountable for all LBO and DCF models. Secured $24 billion in binding financial commitments via collaboration with Citigroup, Mizuho and Bank of America.

Senior Analyst & Portfolio Manager

• Jul 2014 - May 2019

Oversaw the analysis of the firm’s $2.1 billion proprietary asset management program and institutional consulting business. Served on the firm’s investment committee, guided the global asset allocation and research process, and advised institutional investment committee clients on investment policy, asset allocation and investment selection. Oversaw the analysis of the firm’s $2.1 billion proprietary asset management program and institutional consulting business. Served on the firm’s investment committee, guided the global asset allocation and research process, and advised institutional investment committee clients on investment policy, asset allocation and investment selection.

Institutional Sales & Trading

• Jun 2013 - Aug 2013

Finance Intern

• Aug 2012 - Nov 2012