Experience

Veritas Capital

• United States
• Investment Management
• 1 - 100 Employee

• Capital Formation

  • May 2023 - Present

  New York, New York, United States



KKR

• United States
• Financial Services
• 700 & Above Employee

• Principal

  • Jan 2021 - May 2023

  New York, New York, United States Consultant Relations coverage in the Americas where I work to introduce consultants to KKR’s private markets platform and investment offerings within the space.

• Associate

  • Jan 2018 - Dec 2020

• Analyst

  • Dec 2016 - Dec 2017

  New York, New York



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Corporate Banking Analyst

  • Jun 2014 - Sep 2016

  Dubai, United Arab Emirates - Cover multinational clients in the Middle East, working on Cash Management mandates, trade finance facilities, FX mandates, custody mandates, and loans (such as bi-laterals and syndicated facilities) - Coordinate with product partners, credit, legal, compliance, and external parties to ensure smooth execution of deals by performing due diligence and presenting transaction memos and presentations to the credit committee - Conduct analyses of capital and credit for both existing and… Show more - Cover multinational clients in the Middle East, working on Cash Management mandates, trade finance facilities, FX mandates, custody mandates, and loans (such as bi-laterals and syndicated facilities) - Coordinate with product partners, credit, legal, compliance, and external parties to ensure smooth execution of deals by performing due diligence and presenting transaction memos and presentations to the credit committee - Conduct analyses of capital and credit for both existing and prospective clients for senior management reviews - Manage the development, implementation, and execution of key monthly and quarterly reporting leveraged by senior management within the team and across the region - Initiated and executed a KYC project for the Middle East in order to ensure process improvement and enhanced efficiencies for new Middle East and UK KYC regulatory requirements Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Private Banking Analyst

  • Jun 2013 - Dec 2013

  Morristown, NJ - Drove business by working closely with Capital Advisor to execute a new prospecting initiative that was implemented in markets around the country. Initiative generated over 200 prospective clients with pending transactions in income over $3mm - Created and prepared a highly customized pitch book which included asset allocation reviews, lending proposals, and customized investment proposals which ultimately brought in a $10mm client - Conducted several credit-based analyses (i.e… Show more - Drove business by working closely with Capital Advisor to execute a new prospecting initiative that was implemented in markets around the country. Initiative generated over 200 prospective clients with pending transactions in income over $3mm - Created and prepared a highly customized pitch book which included asset allocation reviews, lending proposals, and customized investment proposals which ultimately brought in a $10mm client - Conducted several credit-based analyses (i.e. mortgage, break-even, refinance, lines of credit) for existing and prospective clients to increase credit, helping the NJ market become the 2nd highest producer in the country - Performed analytics to benefit High Net Worth families ($5-$50mm); including asset allocation reviews, investment proposals, and investment performance reviews for existing and prospective clients Show less



GE

• United States
• Industrial Machinery Manufacturing
• 700 & Above Employee

• Financial Management Program

  • Jun 2012 - Dec 2012

  Greater New York City Area · Worked closely with Fixed Income Portfolio Managers, with research relating to performance and risk factors for various funds and composites on portfolios totaling $53 billion. Analysis supported Portfolio Managers in their strategic decision making. · Analyzed High Yield Portfolio sensitivity against various market and/or macroeconomic scenarios. · Supported Emerging Market Portfolio Manager, analyzing the performance of Emerging Market Corporate Credit sector and created an analysis… Show more · Worked closely with Fixed Income Portfolio Managers, with research relating to performance and risk factors for various funds and composites on portfolios totaling $53 billion. Analysis supported Portfolio Managers in their strategic decision making. · Analyzed High Yield Portfolio sensitivity against various market and/or macroeconomic scenarios. · Supported Emerging Market Portfolio Manager, analyzing the performance of Emerging Market Corporate Credit sector and created an analysis and recommendation on a corporate issuer based on its credit profile. · Produced monthly and quarterly dashboards on a $32 billion insurance portfolio, this entails data mining & manipulation, analysis, and forming presentations for Portfolio Managers and external clients. · Created a wing-to-wing standard operating procedure documentation on Transfer Pricing process for the Corporate FP&A Team to help streamline the processes and ensure high quality procedures. Show less



Diamond Communications

• Financial Reporting Co-op

  • May 2011 - Dec 2011

  Short Hills, NJ · Assisted in preparing the monthly Board Report Package by calculating and explaining revenue and expense variances to budget for reporting to the Board of Directors and outside parties. · Updated and prepared analytics for monthly sales (“Lease-Up”) of new leases. · Involved in financial analyses for mergers and acquisitions of potential towers/companies. · Assisted in preparing the company budget for 2012 and long term projections to be presented to the Board. · Prepared ad hoc… Show more · Assisted in preparing the monthly Board Report Package by calculating and explaining revenue and expense variances to budget for reporting to the Board of Directors and outside parties. · Updated and prepared analytics for monthly sales (“Lease-Up”) of new leases. · Involved in financial analyses for mergers and acquisitions of potential towers/companies. · Assisted in preparing the company budget for 2012 and long term projections to be presented to the Board. · Prepared ad hoc reports requested by CEO and CFO. · Formatted and reviewed financial statements for the monthly Board Report Package. · Abstracted and interpreted tenant and ground leases for auditing purposes. · Utilized information technology for additional projects for finance, legal, and sales. Show less



Sandstone Capital

• Accounting Intern

  • Feb 2011 - May 2011

  Greater Boston Area · Worked in collaboration with the CFO and the VP of Investor Relations for day-to-day coordination of investor reporting and prospect development. · Responsible for SEC Compliance filings for private equity investments. · Managed and maintained investor and prospect CRM system database.



Shanghai Pudong Development Bank

• Banking
• 700 & Above Employee

• Intern

  • May 2010 - May 2010

  Nanjing, Jiangsu, China · Developed new client relationships and coordinated events, in association with assisting the Vice President with VIP client management. · Greeted and communicated with clients in Mandarin. · Accepted and processed client deposits and loan payments for businesses and customers up to 300,000 ¥. · Part-time internship in conjunction with course study.