Expertise

 
Investment Banking
Private Equity
Corporate Strategy
$9.2K

Total Earnings

2

Avg Response Time

5

Jobs Completed

79

Total Hours Logged


Experience

 
 
Corporate Strategy
SweatWorking - Chief Financial Officer
01/2017 - Present
As co-founder and CFO of a digital fitness platform, I am responsible for capital raising (e.g., pitch decks, financial plans, investor outreach, investor relations), financial reporting (e.g., record keeping, monthly reporting) and strategic planning (e.g. budgeting, forecasting, business strategy, pricing strategy). I also assist with Business Development and Data & Analytics.

 
Investment Banking
Lincoln International - Director
02/2011 - 01/2017
I advised middle market companies on M&A transactions. In that capacity, I prepared companies for sale, drafted marketing materials (e.g. teasers, information memorandums, management presentations, financial projections), completed financial analyses, conducted outreach to potential acquirers, facilitated due diligence and negotiated transaction terms.

 
Investment Banking
The Blackstone Group - Associate Intern
06/2009 - 08/2009
I served as a summer intern in Blackstone's Restructuring Advisory Group, helping to evaluate, structure and negotiate financial and strategic alternatives for distressed companies undergoing restructuring or Chapter 11 reorganization. My primary responsibilities included drafting restructuring plans, building 13-week cash flow forecasts and negotiating with various creditors, investors and stakeholders.

 
Private Equity
JPMorgan & Chase - Associate
06/2004 - 06/2008
I helped to start up a business unit called Chase Capital Corporation, which invested mezzanine debt and private equity in middle market companies. I worked to close ten transactions, while helping to grow the group from 3 to 20 employees.