Invests in
Skills
Education
Lists including Jason
Work Experience
2023
Operating Executive | CXO
2023
The Shore Capital CXO Executive Program seeks to place highly motivated young executives into Chief of Staff positions throughout the country in order to grow into C-level executives. Member of Shore Resource Team (SRT). The SRT helps new partners prepare for growth by implementing Shore's 100 Day Plan, providing flexible interim management and performing consulting engagements.
2022 - 2023
MBA Investor
2022 - 2023
Waybury Capital is a growth-oriented investment firm that partners with entrepreneurs building durable software businesses. Collaborated with founders to conduct diligence for early-stage vertical SaaS businesses.
2022 - 2022
MBA Associate | Portfolio Operations
2022 - 2022
NGP is a private equity firm that partners with entrepreneurial talent to invest in, operate and grow lower middle market businesses. Implemented software platform across portfolio companies to facilitate value creation plans and achieve greater alignment between management teams, Boards and sponsor.
2022 - 2022
Senior Associate Intern | Deals Strategy (M&A Group)
2022 - 2022
Completed three commercial due diligence projects for private equity clients, focusing primarily on Technology, Media & Telecom (TMT) and Retail & Consumer (R&C) sectors.
2017 - 2021
Associate Director of Investments
2021 - 2021
Private Wealth Management Analyst
2017 - 2021
2016 - 2017
Financial Analyst
2016 - 2017
2015 - 2015
Summer Financial Analyst
2015 - 2015
2014 - 2014
Research Intern - US Healthcare & EdTech Program
2014 - 2014