Experience

Advection Growth Capital

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

• Merchant Banking Associate

  • Jun 2017 - 6 years 7 months

  Greater New York City Area • Analyze high-growth private venture to growth phase companies and help determine whether to invest in them. • Assist portfolio companies by preparing valuations, working on business plans, operating models/presentation materials and IR strategy. • Personally invest alongside firm on certain investments (particularly earlier stage ones), including Wander, Sanas, TeamPay, Trestle, Warehouse Exchange, Coder, LeagueSide, Stringr, Radian, Skydweller, Acoustic Bio, PursueCare, SteriLux and… Show more • Analyze high-growth private venture to growth phase companies and help determine whether to invest in them. • Assist portfolio companies by preparing valuations, working on business plans, operating models/presentation materials and IR strategy. • Personally invest alongside firm on certain investments (particularly earlier stage ones), including Wander, Sanas, TeamPay, Trestle, Warehouse Exchange, Coder, LeagueSide, Stringr, Radian, Skydweller, Acoustic Bio, PursueCare, SteriLux and Olatec. https://www.advectioncap.com/portfolio-companies Show less



Baruch Investment Management Group

• United States
• Investment Management
• 1 - 100 Employee

• Chief Operating Officer

  • Feb 2016 - May 2018

  Helped manage $250,000 of the Baruch Endowment Fund. Former Positions: Financials Team Director, Financials Team Analyst



Seeking Alpha

• United States
• Technology, Information and Internet
• 300 - 400 Employee

• Writer

  • May 2014 - Jun 2017

  • Published over sixty articles on various companies. • Focus was on using fundamental analysis to identify value stocks in both the tech and retail sectors.



JGR Capital Partners

• Equity Research Intern

  • Apr 2017 - May 2017

  Greater New York City Area • Helped develop investment theses for specific stocks, by analyzing SEC filings and identifying key company drivers. • Utilized valuation techniques, such as DCF modeling and comparable companies’ analysis.



Valufinder Group, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Research Associate

  • Feb 2017 - Apr 2017

  Greater New York City Area • Worked with buy-side clients to help develop acquisition criteria. • Conducted industry research, primarily using IBISWorld and Avention. • Used CapIQ, ThomasNet and Avention to create and curate lists of potential acquisition targets.



Yahoo

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Editorial Intern

  • Jun 2016 - Aug 2016

  Greater New York City Area • Wrote more than 40 articles, covering financial markets, macroeconomic data analysis and specific industries/companies. • Contacted industry experts, and read research reports/white papers to gain insight.