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International Certificate in Corporate Finance
Graduate Diploma of Applied Finance and Investment
Bachelor of Commerce
2020
I am the Founder and CEO of First Contact Advisory LLC, an independent firm that partners with entrepreneurs and business owners. Based in Boston, First Contact Advisory is your gateway partner to America helping you navigate your opportunities, markets, and funding options as you expand into this market.
2021
2021
As an Advisory Board Member for Foodini, I am honored to offer strategic guidance for the company's expansion efforts in the U.S. I am dedicated to fostering partnerships and identifying fundraising opportunities to help Foodini thrive. Representing Foodini at various events allows me to enhance the company's visibility and establish valuable connections, ultimately contributing to a world where individuals with food allergies, intolerances, and dietary preferences can enjoy safe and satisfying dining experiences. safe and satisfying dining experiences.
2021
I wrote the first check-in for Foodini's Pre-Seed round, in which I helped the founder, Dylan McDonnell, raise money and close oversubscribing.
2023
2023
Transforming Mental Health using AI.
2022
2022
Marketing data analytics company that gives power to its users through easy-to-use actionable insights.
2020
2020
Limited Partner in Fund II (Pre-Seed & Seed)
2021 - 2023
I was the Chief Financial Officer and Investor Relations Partner in Boston based Mendoza Ventures which invests in early stage Fintech, AI and Cybersecurity companies that are targets for early acquisition. Mendoza Ventures is both a minority and female owned VC fund. Mendoza Ventures provides an actively managed approach to venture capital by investing in areas where we have deep industry expertise, companies with early revenue, a clear value proposition to a market, while using a proven due diligence model.
2021
KALYP Technologies (formerly RISE Financial Technologies) develops multi-asset class, multi-currency Distributed Market Infrastructure (DMI) or blockchain for the post-trade securities industry. This technological solution can be applied across various use cases incorporating digital securities. The most exciting network is focused on climate change which provides a solution to accelerate the much-needed compliant path to net zero. It does this by empowering companies to responsibly record their carbon footprint and unlock the power of the carbon markets by converting securities into carbon-neutral investments.
2023 - 2023
Board Director for Kalyp Technologies Ltd
2021 - 2022
2022
2022
2023 - 2023
Canvas Envision, provides Future of Work Capability to all of its end users bringing efficiency, cost savings, and collaboration to the forefront of its clients. A simple plug-and-play interactive digital work software solution enables these benefits to flow straight away to the end users. Use cases include Advanced Manufacturing, Aerospace & Defense, Automotive, Mining, Oil & Gas, Service Industries, Remote Teams, Industrial companies, and any organization that wants to collaborate more effectively and efficiently.
2011 - 2019
2011 - 2019
Dynamic finance professional with over 7 years of experience at Commonwealth Bank, specializing in corporate financial services, relationship management, and innovation. As Relationship Executive (Director) in Corporate Financial Services, I successfully managed a diverse portfolio of middle-market clients with revenue ranging from $10 million to $1 billion, providing tailored financial solutions with debt requirements between $10 million and $150 million. My expertise in portfolio management, risk assessment, and cash flow forecasting contributed to strong client relationships and business growth. As an Innovation Lab Ambassador, I played a key role in driving the bank's innovation strategy in Victoria. I facilitated Design Thinking sessions and engaged with early-stage startups across various industries, including Fintech and Healthtech. This experience honed my skills in strategic planning and collaboration. Before this, I served as an Associate Director for Corporate and institutional clients in the Food, Beverage, and Agribusiness sectors. There, I managed credit structuring and relationship development for clients with revenues of $50 million to $1 billion and debt needs of $10 million to $300 million. My proactive approach led to the successful acquisition of new clients seeking comprehensive capital solutions. Beginning my career as a Corporate Relationship Manager and Senior Credit Analyst, I gained a solid foundation in credit analysis and client management, achieving budget targets while overseeing a team. My comprehensive skill set encompasses leadership, capital markets, business advisory, and investment banking, driving results in challenging environments.
2006 - 2011
2006 - 2011
The majority of my time at NAB was spent in the Institutional Bank (formerly nabCapital) as an Associate in the Natural Resources Team in Melbourne. In this Portfolio Management & Origination ("PMO") role, I was responsible for the relationship and credit structuring of a portfolio of global and domestic clients in the natural resources industry who were predominantly listed on equity markets.
2003 - 2005
2003 - 2005
I was a Manger in Specialised Finance which was part of Ulster Bank Financial Markets, the Irish Treasury arm of Royal Bank of Scotland. I was responsible for 2 roles, with the first being the credit and portfolio management of both Treasury and FIG (Banks, Insurers, Hedge Funds) clients under the Ulster Bank Financial Markets Banner. The second role entailed the Portfolio Management & Origination of global investment grade clients who secured term debt from Royal Bank of Scotland Finance Ireland (RBSFI) predominantly on a bilateral basis. These loans were booked in Dublin in support of the global RBS network.