Experience

Fountain Partners

• United States
• Financial Services
• 1 - 100 Employee

• Director of Business Development

  • Jul 2011 - Present

  San Francisco, CA Fountain Partners, founded in 2006, is a dedicated private leasing fund that provides equipment lease capital for venture, growth, and expansion stage businesses throughout the United States. We are a direct provider of lease lines of credit ranging from $250,000 - $5 million without requiring Warrants, Covenants, or Blanket Liens.



Brighton House Associates

• United States
• Financial Services
• 1 - 100 Employee

• Senior Account Executive

  • May 2011 - Jul 2011

  Southborough, MA

• Research Analyst

  • Apr 2010 - May 2011

  Conduct discussions with managing partners, portfolio managers, and investment analysts from family offices, pensions, foundations, fund of funds, and wealth management firms to gauge their interest in various alternative investment vehicles, strategies, and manager backgrounds the firm would be interested in evaluating for potential allocations. Support marketing initiatives of hedge fund, private equity fund, and fund of fund manager clients by providing profiles of potential investors… Show more Conduct discussions with managing partners, portfolio managers, and investment analysts from family offices, pensions, foundations, fund of funds, and wealth management firms to gauge their interest in various alternative investment vehicles, strategies, and manager backgrounds the firm would be interested in evaluating for potential allocations. Support marketing initiatives of hedge fund, private equity fund, and fund of fund manager clients by providing profiles of potential investors who have expressed an interest in the vehicle, strategy, and track record that the fund manager offers. I also work with the fund management team to provide insight of our best practices in order to effectively market their fund. Monitor industry trends and gain insight through investor conversations regarding their positioning in the marketplace in order to author articles for our company publication distributed to investors and fund managers across the globe.



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Financial Reporting Analyst

  • Sep 2006 - Aug 2008

  Generated financial reports, under FAS123R, for corporations stock compensation awards. Consulted with senior management to illustrate Fidelity’s “best practices” in order to facilitate a timely and accurate expensing and reporting process. Managed the overall client relationship and interaction with new and existing clients, which proved invaluable; many of my clients served as solid references to prospective clients during the sales process, helping to increase our presence in… Show more Generated financial reports, under FAS123R, for corporations stock compensation awards. Consulted with senior management to illustrate Fidelity’s “best practices” in order to facilitate a timely and accurate expensing and reporting process. Managed the overall client relationship and interaction with new and existing clients, which proved invaluable; many of my clients served as solid references to prospective clients during the sales process, helping to increase our presence in the marketplace. Supported the sales team throughout the RFP process, providing consultation to prospects about Fidelity's financial reporting features, leading to the acquisition of Fortune 500 clients. Increased revenue by up-selling existing clients on fee for service offerings. Led several high profile projects including Siebel CRM rollout, implemented UI enhancements for internal and external clients, and streamlined RFP data sets.

• Senior Trust Accountant

  • Jun 2004 - Sep 2006

  Managed large corporation's stock portfolios, provided recommendations for stock and cash trades, and allocated dividends. Participated in projects to improve NAV accuracy, trained new analysts, and tested contingency sites to ensure system quality and operational efficiency.



Capital One Healthcare Finance

• Processing Associate/Operations Intern

  • Jun 2000 - Dec 2005

  Collaborated with the V.P. of Operations to improve efficiency and quality, develop a new facility, and performance and productivity improvement Supported sales and marketing efforts by ensuring the accurate and timely delivery of materials at trade shows.