Experience

Arboretum Capital Advisors, LLC

• Investment Management
• 1 - 100 Employee

• Head of Business Development and Investor Relations

  • 2023 - Present

  New York, New York, United States Investment advisory firm specializing in investment manager selection and portfolio construction for private and institutional investors.



Gartner

• United States
• Information Services
• 700 & Above Employee

• Senior Sales Executive

  • 2021 - 2023

  New York City Metropolitan Area



Carta

• United States
• Software Development
• 700 & Above Employee

• Director, Business Development

  • 2019 - 2020

  Greater New York City Area Led sales to investors of Carta's Fund Administration, Portfolio/LP Management,Portfolio Company Data Collection, ASC820 Valuations, and scenario modeling tools.



Wynnefield Capital, Inc.

• United States
• Investment Management
• 1 - 100 Employee

• Head of Business Development and Investor Relations

  • 2012 - 2019

  Greater New York City Area Led marketing and investor relations for a $500MM small cap value / activist hedge fund. Raised assets for Wynnefield's Onshore and Offshore funds from family offices, consultants, endowments, foundations, high net worth individuals, funds of funds, and institutional investors. Primary contact for all firm's investors and prospective investors which included completing RFP's, updating and distributing factsheets, quarterly letters, tracking asset flows, and managing marketing pipeline. Managed… Show more Led marketing and investor relations for a $500MM small cap value / activist hedge fund. Raised assets for Wynnefield's Onshore and Offshore funds from family offices, consultants, endowments, foundations, high net worth individuals, funds of funds, and institutional investors. Primary contact for all firm's investors and prospective investors which included completing RFP's, updating and distributing factsheets, quarterly letters, tracking asset flows, and managing marketing pipeline. Managed a team of investor relations/business development professionals. Show less



GLG

• United States
• Information Services
• 700 & Above Employee

• Vice President, Business Development

  • 2007 - 2012

  Greater New York City Area Built sales pipeline and engaged with C-level executives, portfolio managers and analysts to articulate GLG's value proposition, negotiate, and close many of the firm's initial agreements with hedge funds, private equity firms, and venture capital funds.

• Senior Research Manager, Healthcare and Biotech Practice

  • 2006 - 2007

  Greater New York City Area