Invests in
Locations:
Min Investment:
$1,000,000.00Max Investment:
$10,000,000.00Target Investment:
$5,000,000.00
Skills
Education
- DC
Lists including Porter
Work Experience
Venture Capital Associate
2022
2023
Investor
2023
2022
Investor
2022
2022
Investor
2022
2022
Investor
2022
2023
Investor
2023
2018 - 2021
Financial Analyst
2018 - 2021
2017 - 2017
Head Of Business Development (start-up)
2017 - 2017
•Sourced partnerships with multiple Fortune 500 companies including Gamefly, Flashbike, and Frey. •Generated tens of thousands of dollars in sponsored rewards from college-centric subscription companies. •Allocated 100k venture capital budget (Y Combinator) across marketing, sales, and engineering sectors
2017 - 2017
Strategic Partnerships Analyst
2017 - 2017
• Created referral partner scoring template using Excel VBA in order to source optimal partner leads in accordance with Funding Circle’s risk profile. Currently used as a best practice for all incoming referral partner leads. • Attended series of in-house SQL classes in order to analyze information from data warehouse and track loan trends throughout company’s history. • Prepare presentation decks for strategic partnership meetings in order to find mutually beneficial relationships across business lines.
2017 - 2017
Wealth Management Intern
2017 - 2017
• Engineer multi-tier fee structuring template on Excel to be used by entire Chicago PCR market as a best practice for client presentations • Originate thorough Private Banking market analysis comparing a number of metrics including loans, deposits, per dollar revenue AUM, net interest income per PB/FTE, deposit/loan CAGR, etc. • Create summary analysis, highlighting areas of inefficiency and how USB can increase revenues through credit alterations • Develop analytical and quantitative skills by assessing clients’ personal financial statements and tax returns in order to identify optimal liquidity and appropriate collateral • Review line-of-credit indenture to determine reimbursement liability for variable rate demand notes (VRDNS)