Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
- YS
- SH
Lists including Steven
Work Experience
2024
Managing Director - Chief of Staff
2024
Petra Funds Group is a leading fund administration provider to global private equity and debt funds. The firm is the first to deliver comprehensive fund administration and related middle and back-office services, offering global private fund managers an enhanced, data-driven solution. Our services include fund administration, investor servicing, regulatory compliance, management company services, and ESG advisory services. Petra offers fund managers a best-in-class solution of people, back-office services, and technology, enabling general partners to focus on their internal operations, investments, and investor relationships. Petra has offices in New York, London, Amsterdam, Los Angeles, and Boston and administers funds and structures totaling more than $200 billion in assets.
2022 - 2024
Chief Financial & Operating Officer
2022 - 2024
Founding employee responsible for overseeing and developing processes for all the financial, operational, and administrative functions of an early-stage Infra-Tech Venture Capital Fund with 6 employees and 10+ portfolio companies Zero Infinity Partners ("ZIP") is pioneering the infra-tech category, investing at the crossroads of infrastructure and innovation. ZIP invests in founders and companies looking to deploy innovative technologies and business ideas in the following sectors: Energy, Logistics, Power, Mobility, Logistics, Data, Water, Waste or to create a new infra sector altogether.
2014 - 2022
Vice President, Private Equity
2014 - 2022
Fortress Private Equity Group, focuses on control-oriented investments in cash-generating assets and businesses across North America, the Caribbean, and Western Europe. Utilizing a value-oriented, opportunistic investment approach, the team specializes in sectors like Financial Services, Transportation, Energy & Infrastructure, and Healthcare, leveraging their extensive experience for transformative business outcomes and long-term value creation
2010 - 2014
Corporate Audit Staff
2013 - 2014
Pilot - GE Capital (Treasury) 1st Review - GE Aviation (Aviation Services CSA's - Southwest Airlines Contract) During their rotations, CAS members would work on a wide range of projects, including financial audits, operational audits, risk assessments, process improvements, and special investigations. They collaborated with cross-functional teams and gained firsthand experience in different aspects of GE's operations, such as manufacturing, services, supply chain, and corporate functions. The CAS program was highly regarded for its comprehensive training, mentorship opportunities, and exposure to senior leadership. Participants received guidance from experienced professionals, including mentors and managers, to support their development and career progression within GE.
Financial Management Program
2010 - 2013
Internship - Transportation (Erie, PA): Global Services Operation 1st Rotation - Transportation (Erie, PA): Global Supply Chain (Inventory) 2nd Rotation - Intelligent Control Systems (Kansas City, MO): Commercial Finance / FP&A 3rd Rotation - Corporate HQ ("Supercube" Fairfield, CT): Corporate FP&A (Productivity) 4th Rotation - Transportation (Erie, PA): Project Management Office The Financial Management Program (FMP) at General Electric is an early career development initiative designed to foster accelerated career growth over a two-year span. It is a rotational program that integrates coursework, various job assignments, and interaction with senior GE leaders and the global FMP community. This program is aimed at building exceptional corporate finance and business skills, positioning its members for leadership roles within the company. Participants of the FMP are expected to connect every aspect of GE, offering insights that go beyond mere numbers to find solutions that contribute to GE's success. FMP aims to develop world-class financial leaders for high-impact positions, combining real-world job assignments with classroom and formal training. This experience allows participants to engage with a globally diverse community of young professionals, further enriching their learning and development
2009 - 2010
Finance Intern
2009 - 2010