Experience

Liberty City Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Operating Partner

  • Jul 2023 - Present

  New York, United States



MPCH

• United States
• Computer and Network Security
• 1 - 100 Employee

• Chief Operating Officer

  • Jul 2023 - Present

  United States



Lukka

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

• Advisor

  • Jun 2023 - Present

  United States

• Chief Financial Officer

  • Jun 2021 - Jun 2023

  United States - Led successful Series E fundraising, securing $110M and achieving a $1.3B valuation. - Built and scaled global financial function from scratch, establishing controls and frameworks. - Oversaw risk management as Chief Risk Officer, mitigating financial and operational risks. - Executed transformative M&A deals, expanding compliance capabilities. - Managed strategic investments to enhance the crypto ecosystem and drive business growth.



State Street

• United States
• Financial Services
• 700 & Above Employee

• Global Head of Strategic Investments and Partnerships

  • Aug 2018 - Jun 2021

  New York, New York Established and managed State Street's global strategic investments program, driving partnership strategy and financial goals. - Led investment rounds and effectively managed a portfolio of strategic minority investments, generating value and fostering growth. Notable investments/partnerships include Lukka, Sparkcognition, Proxymity, Capitolis, Coremont, NextCapital, Mercatus, Fundguard among others) - Successfully closed multiple syndicated and consortium transactions, expanding State… Show more Established and managed State Street's global strategic investments program, driving partnership strategy and financial goals. - Led investment rounds and effectively managed a portfolio of strategic minority investments, generating value and fostering growth. Notable investments/partnerships include Lukka, Sparkcognition, Proxymity, Capitolis, Coremont, NextCapital, Mercatus, Fundguard among others) - Successfully closed multiple syndicated and consortium transactions, expanding State Street's market presence and capabilities. - Proactively identified disruptive technologies and industry changes, capitalizing on opportunities and mitigating risks. - Spearheaded transformative technology-driven initiatives as a senior leader within the Global Strategy team. - Actively contributed strategic insights and expertise as a board observer to portfolio companies, driving value and growth. Show less



AIG

• United States
• Insurance
• 700 & Above Employee

• Director of Corporate Development (M&A)

  • Mar 2016 - Aug 2018

  Greater New York City Area Evaluated, structured, and executed complex transactions that support AIG’s global expansion strategy. Led special projects mandated by the CFO/CEO. Assumed staffing and management responsibilities for all associates and analysts. -Acquisitions: Led acquisition process for multiple deals, including a CLO Manager and a $1B+ international target in the Life, Health, and Disability space. - JVs: Managed AIG team to establish a data-enabled insurance MGA (Attune) in collaboration with a… Show more Evaluated, structured, and executed complex transactions that support AIG’s global expansion strategy. Led special projects mandated by the CFO/CEO. Assumed staffing and management responsibilities for all associates and analysts. -Acquisitions: Led acquisition process for multiple deals, including a CLO Manager and a $1B+ international target in the Life, Health, and Disability space. - JVs: Managed AIG team to establish a data-enabled insurance MGA (Attune) in collaboration with a leading quantitative hedge fund (Two Sigma) in the small and medium business space, negotiating and structuring all aspects of the deal. - Special Projects/Research: Drove special projects originating from the CEO including a risk adjusted profitability framework to evaluate new business acquisitions. Developed several market entry models.

• Director of Strategy and M&A

  • Oct 2013 - Aug 2018

  New York, New York Supported the Global Head of Strategy with enterprise transformation, change management, M&A, and other global expansion strategy projects. Roles: • Identified, analyzed, and prioritized AIG strategic initiatives and led M&A and divestiture processes. • Supported post-merger integration by defining process metrics, performance measurement, and evaluation criteria of merger candidates. • Participated in high-profile strategic initiatives to drive the process or align the interests of… Show more Supported the Global Head of Strategy with enterprise transformation, change management, M&A, and other global expansion strategy projects. Roles: • Identified, analyzed, and prioritized AIG strategic initiatives and led M&A and divestiture processes. • Supported post-merger integration by defining process metrics, performance measurement, and evaluation criteria of merger candidates. • Participated in high-profile strategic initiatives to drive the process or align the interests of key stakeholders.

• Director of Global FP&A Special Projects

  • Jun 2012 - Oct 2013

  New York Director of FP&A and special projects hired to execute process change management objectives around management reporting. Role involves the management and improvement of AIG’s global budget process. Responsibilities and achievements include - Coordinating 100+ professionals company-wide to facilitate a three statement forecast - Specific mandate to create a process around balance sheet forecasts - Identifying and resolving key forecast risks including hedging, OTTI, CVA… Show more Director of FP&A and special projects hired to execute process change management objectives around management reporting. Role involves the management and improvement of AIG’s global budget process. Responsibilities and achievements include - Coordinating 100+ professionals company-wide to facilitate a three statement forecast - Specific mandate to create a process around balance sheet forecasts - Identifying and resolving key forecast risks including hedging, OTTI, CVA calculations and eliminations - Managing multi-department collaboration around developing new forecast guidelines dealing with all aspects of budgeting, including assurance, risk, liquidity, and capital management - Identifying key accounting and economic risks to Parent company's income statement leading to a significant change to AIG's Federal Reserve reporting (CCAR)



Houlihan Lokey

• United States
• Investment Banking
• 700 & Above Employee

• Vice President

  • Jan 2008 - Jun 2012

  Financial advisor at top U.S. restructuring advisor working on complex FIG transactions globally. - Drove solutions for complex financial challenges across diverse product areas in financial services. - Assisted Boards and C-Suite in navigating transactions involving intercompany dependencies and complex assets. - Successfully handled high-profile assignments in the financial services industry across Europe and the U.S. - Restructurings and Workouts: Led restructuring efforts in… Show more Financial advisor at top U.S. restructuring advisor working on complex FIG transactions globally. - Drove solutions for complex financial challenges across diverse product areas in financial services. - Assisted Boards and C-Suite in navigating transactions involving intercompany dependencies and complex assets. - Successfully handled high-profile assignments in the financial services industry across Europe and the U.S. - Restructurings and Workouts: Led restructuring efforts in high-profile cases, including the unwinding of ~$730B notional derivatives exposure in Lehman Brothers' Chapter 11, negotiating a $2B restructuring for a US Mortgage Servicer, and overseeing the financial and operational reorganization of GMAC NL. - Valuation: Deep expertise in corporate valuation and exotic portfolio assets for hedge funds, corporate investors, and banks. Show less



PwC

• Professional Services
• 700 & Above Employee

• Manager at Transaction Services Strategy Department

  • Oct 2005 - Jan 2008

  New York Strategic Due Diligence and Market Sizing | Guiding Optimal M&A Strategies for Top Clients -Conducted thorough commercial due diligence on acquisition targets, providing insights for optimal M&A strategies. -Built market sizing models using regression and stochastic techniques to assess growth potential. -Developed growth scenarios and meticulously screened potential acquisition targets for clients.

• Economic Consultant

  • Mar 2005 - Oct 2005

  London, United Kingdom Representative Engagements  Advised Microsoft in their litigation case with the EU; developed an economic model to support their proposed royalty levy for their server protocols  Created a real option valuation model for Vodafone UK to optimize their WACC rate after investing in 3G technology in the regulated local market  Developed a theory to derive an appropriate funding charge for leasehold properties in the UK; case was presented at the Upper Tribunal with success



International Monetary Fund

• United States
• International Trade and Development
• 700 & Above Employee

• Visiting Research Scholar

  • Jun 2004 - Aug 2004

  Conducted research and developed a stochastic decision model to analyze foreign direct investment decisions  Published IMF working paper "The Effect of Capital Controls on Foreign Direct Investment Decisions Under Country Risk with Intangible Assets", IMF WP 07/79



Corvinus University of Budapest

• Hungary
• Higher Education
• 700 & Above Employee

• Teaching Assistant

  • 1994 - 2002

  Taught Corporate Finance, Macroeconomics and Option Theory