Experience

AlphaPoint

• United States
• Financial Services
• 1 - 100 Employee

• Director

  • Jan 2020 - 4 years



SavaNet

• United States
• Financial Services
• 1 - 100 Employee

• VP

  • Jan 2018 - Jan 2020

  Greater New York City Area

• Senior Associate

  • Jan 2017 - Dec 2017

  Greater New York City Area SavaNet is the industry leading equity modeling, valuation, and analytics platform; combining a research database, model management and distribution system with the most advanced equity analytics available. SavaNet is the only source for consensus three-statement valuation models, built on the back of the universal IFRICS taxonomy. Users visualize the consensus against their internal analyst data, with precise price targeting, industry comparison, and estimate studies, to name a few. Whether… Show more SavaNet is the industry leading equity modeling, valuation, and analytics platform; combining a research database, model management and distribution system with the most advanced equity analytics available. SavaNet is the only source for consensus three-statement valuation models, built on the back of the universal IFRICS taxonomy. Users visualize the consensus against their internal analyst data, with precise price targeting, industry comparison, and estimate studies, to name a few. Whether your approach is fundamental or quantitative, SavaNet will modernize your investment process with a quantamental approach.



ValueStream Ventures

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

• Associate

  • Feb 2015 - Dec 2016

  New York, New York Accelerating, advising, and investing in technology startups in the Financial Services industry. ValueStream has expertise in business development, sales, marketing, product management, and financing in the early-stage financial technology (FinTech) sector. A core component of our Development Lab Program is our unique Industry Advisory Network, which consists of senior professionals in the Financial Services industry who want to become customers, advisors, and investors to the newest… Show more Accelerating, advising, and investing in technology startups in the Financial Services industry. ValueStream has expertise in business development, sales, marketing, product management, and financing in the early-stage financial technology (FinTech) sector. A core component of our Development Lab Program is our unique Industry Advisory Network, which consists of senior professionals in the Financial Services industry who want to become customers, advisors, and investors to the newest technologies reshaping their industry. Show less



DuPont Capital Management

• Private Equity Analyst

  • 2014 - 2014

  Greater Philadelphia Area $3+ Bn AUM Fund of Funds focused on Venture Capital and Private Equity



BlackRock

• United States
• Financial Services
• 700 & Above Employee

• Strategy Intern

  • Apr 2013 - Sep 2013

  Princeton $100+ Bn AUM fixed income group focused on tax-exempt investments



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Summer Analyst

  • Apr 2012 - Sep 2012

  San Francisco Bay Area Multi-billion dollar investment management group servicing high net worth individuals



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Summer Intern

  • Apr 2011 - Sep 2011

  New York