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Experience

    • United Kingdom
    • Venture Capital and Private Equity Principals
    • Co-Founder & President
      • May 2023 - Present

      New York, New York, United States We specialize in real estate investments and providing high net worth individuals and families with real estate specific wealth management solutions

    • United States
    • Services for Renewable Energy
    • Board Member
      • Jun 2023 - Present

      New York, United States Commercial real estate energy solutions

    • Business Consulting and Services
    • 700 & Above Employee
    • Principal Lead, Cloud by McKinsey
      • Jun 2022 - Aug 2023

      New York, New York, United States Cloud Financial Management

    • Engagement Manager
      • Oct 2020 - Jun 2022

      New York, New York, United States Banking Integrative Consultant

    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President
      • Jan 2020 - Oct 2020

      Greater New York City Area Securities Division - Client Relationship Manager & Americas COO Team Lead

    • Associate
      • Aug 2017 - Dec 2019

      Greater New York City Area Securities Division - Client Relationship Management & Strategy

    • Analyst
      • Feb 2017 - Jul 2017

      Greater New York City Area Securities Division - Client Relationship Management & Strategy

    • Analyst (GSAM)
      • Jul 2014 - Feb 2017

      Greater New York City Area Goldman Sachs Asset Management (GSAM), Third Party Distribution, Platform Solutions Group Sub-advisory sales and Retirement platform distribution

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Client Portfolio Management Intern
      • Jun 2013 - Aug 2013

      Greater New York City Area Assist with product pitches for ClearBridge's Equities strategies

    • Marketing Intern
      • May 2012 - Aug 2012

      Woodbury, NY

Education

  • University of Dayton
    Bachelor's Degree, Business Administration, Marketing (Sales Management Emphasis) & Entrepreneurship Double Major
    2010 - 2014
  • Chaminade High School
    2006 - 2010

Community

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