Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,000,000.00
Skills
Education
- Ua
Lists including Jerome
Work Experience
2020
Venture Associate
2020
Early stage Venture Capital investing in tech and tech-enabled startups in their first round of institutional funding (Pre-Seed, Seed).
2015 - 2019
Investment Banking
2015 - 2019
Restructuring and M&A
2013 - 2016
Co-Founder
2013 - 2016
• College based social app that was a forerunner in automatic check-in capability. • Selected as semi-finalist in casting call for Apple TV’s reality show “Planet of the Apps.” • Featured by AllTopStartups and accepted into the Boston University 2016 Incubator Program.
Director of Public Relations & Senior Analyst Healthcare Sector
2013 - 2015
• Student run strict long-equity investment fund that manages $210,000 of the university’s endowment. • Built detailed financial models for healthcare equity securities conducting a fundamental bottom-up approach which blends historical, comparable, and DCF valuation techniques. • Pitched company models to an Advisory Board of finance faculty and investment practitioners. • Creator of the University at Albany School of Business Investment Group website.
2012 - 2015
President & Founder
2012 - 2015
“Meals That Heal,” an IRS 501(c) 3 nonprofit that provides cancer afflicted families with restaurant gift certificates and participating restaurants with public relations and advertising.
2014 - 2014
Summer Analyst
2014 - 2014
• Built a trademark valuation model to determine brand value of two European online banks. • Enhanced and updated bank valuation models. • Prepared benchmarking of 9 competitor banks and assisted in preparing reports for investment committee.
2012 - 2013
Resident Assistant
2012 - 2013
• Selected from an applicant pool of over 1,200 with an acceptance rate of 7%. • Supervise 60 residents (with indirect stewardship for 1,300), providing conflict mediation and peer support. • Helped build and maintain environmental sustainability in dormitory and community. • Led student residents in environmental sustainability initiatives, winning campus-wide competition that saved $140,000 in kilowatt usage and 393 tons of carbon monoxide from being released into the air.
2009 - 2011
Sales Representative
2009 - 2011
• Successfully sold biographical publications to business professionals in over 100 industries. • Created new sales markets in Germany, Austria, and Switzerland. • Consistently ranked #1 in sales for the German division. • Selected to work on specialized sales teams with Australian and South African clients.