Experience

Kera Capital Partners

• United States
• Investment Management
• 1 - 100 Employee

• Head of Growth

  • Mar 2023 - Present

  Silicon Valley, California, United States

• SVP, Growth

  • Mar 2021 - Mar 2023

  Silicon Valley, California, United States Kera Capital Partners is a multi-family office advising and managing the wealth of entrepreneurs and executives of ventured-backed startups and public companies around the globe, founded by three partners from Morgan Stanley, Guggenheim Partners, and Citigroup with over 50 years of collective experience. In addition, we seek to invest in early stage startups disrupting incumbents across industries.



Nfluence Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Global TMT Investment Banking

  • Jan 2020 - Dec 2020

  San Francisco, California Nfluence Partners is a Boutique Investment Bank built to handle complex Mergers & Acquisitions and Capital Formation advisory services for Technology, Media and Telecom (TMT) transactions, operating out of San Francisco and New York City. • Perform due diligence and financial modeling for sell-side, buy-side, and growth equity financing engagements • Prepare pitchbooks, management presentations, and executive summaries for live transactions • Conduct industry research and prepare… Show more Nfluence Partners is a Boutique Investment Bank built to handle complex Mergers & Acquisitions and Capital Formation advisory services for Technology, Media and Telecom (TMT) transactions, operating out of San Francisco and New York City. • Perform due diligence and financial modeling for sell-side, buy-side, and growth equity financing engagements • Prepare pitchbooks, management presentations, and executive summaries for live transactions • Conduct industry research and prepare market reports for various TMT verticals • Maintain precedent transactions and trading comparable databases Show less



Adero Partners

• United States
• Investment Management
• 1 - 100 Employee

• Weath Management

  • Jun 2019 - Jan 2020

  San Francisco, California $2.3B AUM • Business development, portfolio analysis, cash flow sensitivity analysis



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Private Wealth Management

  • Jul 2018 - May 2019

  Menlo Park, California $4B AUM • Researched to identify companies going through liquidity events for prospecting new business • Collaborated with Associate as point team in taking prospect through discovery phase (e.g. initial pitch, balance sheet, cash flow statement, investment proposal) • Met with fund managers and participated in due diligence with investment team, analyzing investment thesis, track record and macro-strategy • Prepared and inputted data for quarterly reporting to ultra-high net… Show more $4B AUM • Researched to identify companies going through liquidity events for prospecting new business • Collaborated with Associate as point team in taking prospect through discovery phase (e.g. initial pitch, balance sheet, cash flow statement, investment proposal) • Met with fund managers and participated in due diligence with investment team, analyzing investment thesis, track record and macro-strategy • Prepared and inputted data for quarterly reporting to ultra-high net worth individuals and institutional clients Show less



AXA Advisors, LLC

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management

  • Jan 2018 - Jun 2018

  San Francisco, California • Prospected targeted individuals soliciting the value that AXA Advisors could offer them as clients • Organized client info into Salesforce and systematically increased productivity of advisors’ business • Researched and analyzed investments from equity funds to fixed income securities in accordance to client needs



Stanford University

• United States
• Higher Education
• 700 & Above Employee

• Research

  • Jun 2015 - Jul 2015

  Palo Alto, California I worked as a Research Assistant in the Psychology Department at Stanford University. The objective of our research was to identify and measure the statistical significance of static vs dynamic data when attempting to convince other people to change their habits.