Invests in
Locations:
Min Investment:
$250,000.00Max Investment:
$3,000,000.00Target Investment:
$1,000,000.00
Education
Lists including Kate
Work Experience
2022
Investor
2022
FinTech Collective is a global venture capital firm launched in 2012 with the mission to back founders who reimagine the way that money moves through the world.
2019 - 2022
Equity Research Associate
2021 - 2022
Internet/software sector.
Equity Research Analyst
2019 - 2021
Internet/software sector
2015 - 2019
Chief Strategy Officer (CSO)
2015 - 2019
One of five partners for the only private, student-run investment fund at Princeton University Perform primary security analysis with a focus on value and growth investing, seeking to make concentrated investments in small and mid cap companies for a 1-3 year average holding period. Pitching stocks of self picking to partners of the fund after in-depth research, defending the position.
2018 - 2019
Strategy and Development Division Winter Intern (Financial Technology Team)
2018 - 2019
Researched and completed a report on a major international competitor to TenPay, focusing on international strategies, subsidiary integration and product functionality. Interned on the Financials Strategy Team, which covers transactions, wealth management, insurance and personal loans.
2018 - 2018
Summer Analyst
2018 - 2018
2017 - 2017
Summer Analyst
2017 - 2017
Rotated between the trading desk and the cooperate access team in the equities division.
2017 - 2017
Summer Analyst
2017 - 2017
Rotated in the equities division, including sales, trading and equity derivatives.
2016 - 2016
Client Management Intern
2016 - 2016
Performed data analysis tasks such as Christie’s China competitor analysis, focusing on its main rivals within mainland China and Hong Kong, as well as analyzing their respective marketshare within each category and overall.
2015 - 2015
Business Development Intern
2015 - 2015
Established strong client relationships for the company and increased interest in the ongoing auctions through organizing VIP events for artwork previews, lectures and networking opportunities.