Experience

eSpear LLC

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• CEO

  • Nov 2019 - Present

  New York, New York Leading Compliance/AML SaaS company. Focus on: strategy, capital raising, business development and LatAm opportunities.



Digital Edge

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Board of Directors

  • Dec 2019 - Present

  New York City Metropolitan Area



Halo Investing

• United States
• Financial Services
• 100 - 200 Employee

• Strategic Advisor

  • Apr 2021 - Mar 2022

  United States



LedgerX & LedgerPrime

• Strategic Advisor

  • Jul 2018 - Dec 2021

  New York Quantitative cryptocurrency trading firm. Focus on: strategy, structuring and business development.



Panorama Partners

• Chief Operating Officer

  • 2012 - 2017

  New York Volatility Fund & Separate Account Manager. Chief Compliance Officer, legal & audit.



SkyBridge Capital

• United States
• Investment Management
• 1 - 100 Employee

• Exclusive M&A Advisor

  • 2009 - 2011

  New York Negotiated & structured SkyBridge's acquisition of $4 billion of assets from Citigroup. Managed the software IP transfer from Citi to SkyBridge. Led the post-merger integration effort.



Och-Ziff Capital Management

• Financial Services
• 1 - 100 Employee

• Chief Strategy Officer

  • 2008 - 2009

  New York



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Managing Director

  • 1997 - 2008

  New York Financial Institutions Group — Investment Bank. Areas of activity: Capital markets (equity & debt), Advisory, M & A, Structuring & Private Placements. Raised equity & debt capital for Citadel Investment Group's funds. Advised KKR specialty finance entity. Advised Och-Ziff on the sale of 9.9% of GP to Dubai International Capital for $1.2 billion in 2007.