Experience

Advection Growth Capital LLC

• Founder and Managing Partner

  • May 2017 - 6 years 8 months

  Greater New York City Area Advection Growth Capital (“Advection”) is a merchant bank focused on investing in and advising high-growth companies. Advection comes from the Latin root "advehere" meaning "to bring" or "to carry". When we invest, we bring our advice, network and other investors for the benefit of all constituencies. The hallmark for Advection is trusted advice rooted in deep client knowledge, alignment through investment and broad commitment over the long term.



NASA - National Aeronautics and Space Administration

• United States
• Aviation and Aerospace Component Manufacturing
• 700 & Above Employee

• Senior Financial Advisor

  • Jan 2017 - Mar 2017

  300 E Street, SW Washington, D.C., 20546 Member of transition focused eight person presidential appointments team - aka “Beachhead Team” Responsibilities: 1. Updating $19 billion NASA budget to reflect policy priorities of new administration 2. Worked closely with NASA’s Acting Administrator Robert Lightfoot and finance staff to create slate of policy and operations changes to improve both mission completion and stewardship of taxpayer dollars. Particular focus on evolving NASA policies and operations… Show more Member of transition focused eight person presidential appointments team - aka “Beachhead Team” Responsibilities: 1. Updating $19 billion NASA budget to reflect policy priorities of new administration 2. Worked closely with NASA’s Acting Administrator Robert Lightfoot and finance staff to create slate of policy and operations changes to improve both mission completion and stewardship of taxpayer dollars. Particular focus on evolving NASA policies and operations to reflect that NASA sits within a robust ecosystem of aerospace companies funded with private capital. Show less



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Managing Director -- Head of Private Solutions

  • Dec 2014 - Jun 2016

  Greater New York City Area Mission statement: To make UBS the leading bank for investment banking and wealth management solutions for private companies and their founders, owners and senior executives.

• Managing Director Head/Co-Head of Financial Institutions Americas

  • Mar 2013 - Dec 2014

  Greater New York City Area



Barclays

• India
• Outsourcing/Offshoring
• 1 - 100 Employee

• Head/Co-Head of Bank Group

  • Apr 2010 - Dec 2012

  Greater New York City Area



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Managing Director -- Financial Institutions Group

  • Aug 2005 - Feb 2010

  Greater New York City Area



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Associate/Vice President/Executive Director -- Financial Institutions Group

  • Jul 1999 - Jul 2005

  Greater New York City Area



Sullivan & Cromwell LLP

• United States
• Law Practice
• 700 & Above Employee

• Associate -- Mergers & Acquisitions

  • Oct 1993 - Jun 1999

  Greater New York City Area



United States Courts for the Ninth Circuit

• United States
• Administration of Justice
• 1 - 100 Employee

• Law Clerk to Honorable Alex Kozinski

  • Jun 1992 - Jun 1993

  Pasadena, CA



Gibson, Dunn & Crutcher LLP

• United States
• Law Practice
• 700 & Above Employee

• Stanford Intern -- Paralegal

  • Apr 1988 - Jul 1989

  San Francisco, CA