Experience

Sunlight Financial

• United States
• Financial Services
• 100 - 200 Employee

• Head of Strategic Finance

  • Jan 2021 - Present

  - Joined Sunlight Financial to build and grow the FP&A function in anticipation of listing on the NYSE - Managing the FP&A team responsible for financial reporting and budgeting - Collaborating with management across functions on M&A and corporate development matters - Joined Sunlight Financial to build and grow the FP&A function in anticipation of listing on the NYSE - Managing the FP&A team responsible for financial reporting and budgeting - Collaborating with management across functions on M&A and corporate development matters



KPMG Corporate Finance LLC

• United States
• Investment Banking
• 200 - 300 Employee

• Director Investment Banking

  • 2015 - 2021

  - Head of Capital Strategy and FP&A services - Origination and execution of debt and equity private placement transactions - Head of Capital Strategy and FP&A services - Origination and execution of debt and equity private placement transactions



Blueprint Investments

• New York, New York, United States

• Co-Founder

  • 2012 - 2014

  - Raised financing and led investments in multi-family residential properties in Hudson County, NJ - Raised financing and led investments in multi-family residential properties in Hudson County, NJ



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Vice President Investment Banking

  • 2004 - 2012

  - Deal captain on M&A and capital raise transactions - Worked with commercial bank to develop existing bank client relationships in the middle markets - Deal captain on M&A and capital raise transactions - Worked with commercial bank to develop existing bank client relationships in the middle markets



Baring Private Equity Partners

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

• Private Equity Associate

  • 2002 - 2004

  - Execution of private equity investments and portfolio company management - Worked closely with C-suite executives of portfolio companies on operational and restructuring projects - Execution of private equity investments and portfolio company management - Worked closely with C-suite executives of portfolio companies on operational and restructuring projects



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • 2000 - 2002

  - Supported deal team on M&A and capital raising transactions in the TMT industry - Prepared financial models and management presentations for M&A transactions - Supported deal team on M&A and capital raising transactions in the TMT industry - Prepared financial models and management presentations for M&A transactions