Experience

Accordion

• United States
• Business Consulting and Services
• 300 - 400 Employee

• Director

  • Jul 2023 - Present

  North Carolina, United States

• Vice President

  • Oct 2021 - Jun 2023

  North Carolina, United States



Outcome Capital

• United States
• Investment Banking
• 1 - 100 Employee

• Associate

  • May 2020 - Oct 2021

  Boston, Massachusetts, United States Outcome Capital LLC is a multifaceted technology and life sciences investment banking firm that provides middle-market growth companies with an innovative client-specific approach to private equity and merger and acquisition advisory services. We are passionate about innovation with a mission to facilitate significant positive impact on our companies. We are interested in companies that possess a portfolio of transformative assets, a bold vision and a desire to achieve excellence. We take pride… Show more Outcome Capital LLC is a multifaceted technology and life sciences investment banking firm that provides middle-market growth companies with an innovative client-specific approach to private equity and merger and acquisition advisory services. We are passionate about innovation with a mission to facilitate significant positive impact on our companies. We are interested in companies that possess a portfolio of transformative assets, a bold vision and a desire to achieve excellence. We take pride in our ability to enhance value and assist our clients with aligning business objectives with strategic opportunities and transactional expertise. Show less



Silicon Valley Bank

• United States
• Banking
• 700 & Above Employee

• Vice President, SVB Capital

  • 2019 - Mar 2020

  Boston, MA Headquartered in Silicon Valley, SVB Capital is a multi-strategy venture capital investment platform which manages approximately $4.5B. Since 1999, we have been the premier investment partner for accessing the Innovation Economy through investments in the top venture capital firms and technology companies.

• Senior Associate - Valuations and Strategic Advisory

  • Jan 2017 - 2019

  Greater Boston Area Strategic Advisory and M&A | Industry Insights | Valuations | Sales Operations - Performed over 55 409A valuations utilizing income, market, and invested capital methodologies - Advised diagnostics companies on acquisition targets, including underwriting a $25M acquisition - Additionally, advised a public diagnostics company in pivoting its business model - Authoring reports on trends in the Dx/Tools sector (target release: Nov ’17) and co-authoring the widely released… Show more Strategic Advisory and M&A | Industry Insights | Valuations | Sales Operations - Performed over 55 409A valuations utilizing income, market, and invested capital methodologies - Advised diagnostics companies on acquisition targets, including underwriting a $25M acquisition - Additionally, advised a public diagnostics company in pivoting its business model - Authoring reports on trends in the Dx/Tools sector (target release: Nov ’17) and co-authoring the widely released Healthcare Exits Report (target release: Q1’18)

• Associate II - Healthcare and Life Sciences

  • Mar 2015 - Jan 2017

  Newton, MA - Managed a portfolio of over 30 clients and led underwriting and structuring of new debt facilities - Underwrote over $200MM in senior secured loans, including syndicated facilities - Created several complex excel models to streamline efficiencies and improve underwriting theses - Oversaw, trained, and mentored team of 2-4 junior associates - "Unicorn Award" recipient for helping acquire a client with a market cap of over $2B

• Associate I

  • Jan 2014 - Mar 2015

  Newton, MA Associate Development Program - East Region - Earliest graduate in program history - Ability and versatility to structure and underwrite deals across all life stages and specialty niches - Received award for outstanding technical skills and creating efficiencies using excel macros - Specifically chosen to lead efforts to increase efficiency in the program and processes



Kamylon Capital

• Origination and Evaluation

  • Aug 2013 - Dec 2013

  Wellesley, MA - Developed relationships with CEOs, business owners, and investment bankers to identify investment opportunities - Performed industry due diligence and tracked trends to assess industry attractiveness and compile internal industry reports - Evaluated and analyzed financial statements and operations of potential portfolio companies - Presented opportunities and industries to team lead and investment committee



SU Economics Club

• Founder/President/Alumni Chair

  • Nov 2011 - Dec 2013

  Regenerated dissolved club with an emphasis on building infrastructure and successfully implemented a succession plan. In addition to reconstructing the organization, I oversaw membership grow from 0 to over 80 members today. Implemented speaker series events where we brought in economists from all over the country including: Jeffrey Miron, Peter Leeson, Steve Horwitz, Alex Padilla and more.



FMA Honor Society Suffolk Chapter

• Portfolio Manager

  • May 2012 - May 2013

  Coordinated and organized all trading events and competitions in addition to organizing club events and activities. Worked with TD Ameritrade to promote their "Think or Swim" platform and trading competition.



Commonwealth Financial Network

• United States
• Financial Services
• 700 & Above Employee

• Intern

  • Nov 2012 - Apr 2013

  Waltham, MA - Worked 20 hours a week, while maintaining a full-time honors schedule and club responsibilities Processed and organized client data for new and existing brokerage clients in Commonwealth's proprietary advisor platform - Analyzed and provided troubleshooting assistance on client accounts and product data for advisors as well as contacting sponsor companies to resolve any disparities in records - Performed ad hoc projects as needed



State Street

• United States
• Financial Services
• 700 & Above Employee

• Cash, Custody and Trade Intern

  • Jun 2012 - Aug 2012

  North Quincy, Massachusetts - Researched and analyzed failed trades for daily report preparation. - Recognized by managers for resolution of a bottleneck in the pledge/release of collateral shares for short sales by investment managers. - Oversaw the settling and trading of shares to and from DTC and the FED. - Learned about back office operations and trading fundamentals in the market.