Portfolio Manager

• Mar 2023 - Present

Portfolio Manager | Monticello Fund (Global Equities) at Darden Capital Management (~$30M AUM). Portfolio Manager | Monticello Fund (Global Equities) at Darden Capital Management (~$30M AUM).

Investment Banking Summer Associate

• Jun 2023 - Aug 2023

Healthcare, TMT, M&A Healthcare, TMT, M&A

Sector Head | Healthcare & Education | Corporate Investment Banking

• Jul 2021 - Jun 2022

• Built a corporate investment banking team to establish Bank of Georgia's robust presence in the Healthcare and Education sectors of the Georgian economy, targeting aggressive portfolio growth; • Led a multimillion-dollar LBO transaction to finance building new hospitals and support the existing institutions; • Executed a multimillion-dollar M&A transaction to finance the acquisition of a majority stake in one of the largest multi-profile hospitals in Georgia; • Worked on the creation… Show more • Built a corporate investment banking team to establish Bank of Georgia's robust presence in the Healthcare and Education sectors of the Georgian economy, targeting aggressive portfolio growth; • Led a multimillion-dollar LBO transaction to finance building new hospitals and support the existing institutions; • Executed a multimillion-dollar M&A transaction to finance the acquisition of a majority stake in one of the largest multi-profile hospitals in Georgia; • Worked on the creation of pension and deferred bonus management platforms for top healthcare providers and universities; • Advised and financed the partial acquisition of the top multi-profile clinic by one of the biggest universities in Georgia; • Advised and financed the expansion of the highest-ranked private high school in Georgia;

Sector Head | Adjara Region | Corporate Investment Banking

• May 2019 - Jun 2021

• Built and managed a regional corporate investment banking team from scratch, establishing a strong regional presence of the company's corporate investment banking business by achieving 3x growth of investment portfolio and increase in the number of discretionary clients; • Led a real estate financing transaction of LLC Alliance Centropolis, an estimated investment of $380M; • Presented key findings and financial overview of major projects and transactions to the Bank's senior… Show more • Built and managed a regional corporate investment banking team from scratch, establishing a strong regional presence of the company's corporate investment banking business by achieving 3x growth of investment portfolio and increase in the number of discretionary clients; • Led a real estate financing transaction of LLC Alliance Centropolis, an estimated investment of $380M; • Presented key findings and financial overview of major projects and transactions to the Bank's senior management; • Cooperated with high-level government officials, such as the Ministers of Economy and Health, in the scope of transactions I advised; • Gained solid expertise in the most significant sectors of the Georgian economy, including Hospitality, Real Estate, Healthcare, Manufacturing, Energetics, etc.; • Supported clients' socially responsible business undertakings, including charitable events, for the benefit of the local society.

Corporate Banker

• Jul 2018 - Apr 2019

• Managing accounts of top Georgian investors, including but not limited to Ajara Textile, Metro Holding and Alliance Group. • Built financial models for companies and transactions based on historical information and other available industry-specific operating metrics;

Associate Corporate Banker

• Jul 2017 - Jun 2018

Anti-Money Laundering Analyst

• Feb 2015 - May 2016

• Monitoring and conducting due diligence on transactions for suspicious trends and potentially illicit activity; • Analyzing information received from correspondent banks and sanctions-related OFAC alerts; • Ensuring all transactions are in compliance with the latest financial regulatory framework and sanctions; • Monitoring and conducting due diligence on transactions for suspicious trends and potentially illicit activity; • Analyzing information received from correspondent banks and sanctions-related OFAC alerts; • Ensuring all transactions are in compliance with the latest financial regulatory framework and sanctions;