Invests in
Sectors:
Locations:
Min Investment:
$50,000.00Max Investment:
$100,000.00Target Investment:
$75,000.00
Skills
Education
Master of Business Administration - MBA
(2018 - 2020)
(2011 - 2011)
GED
Ethical Culture Fieldston School(1993 - 2008)
Lists including Will
Work Experience
2024
Senior Solutions Architect
2024
Bringing data-driven decision-making and AI to the world of investing and finance.
2024 - 2024
President
2024 - 2024
Provided consulting services to Venture funds, early-stage startups, and investing syndicates. Work included advising on and building data products, formulating investment strategies, and refining business strategy.
2021 - 2023
Principal
2021 - 2023
Part Investor - Invested in +$1.2m in 24 Pre-Seed companies across the United States and Canada, with a focus on AI and Fintech. Part Architect - Designed and built a proprietary investment platform to manage due diligence, investing, and portfolio management. Leveraging a data-first approach, the platform automated the majority of the VC lifecycle.
2020 - 2020
Interim Chief Operations Officer
2020 - 2020
Deployed to co-lead a strategic pivot, evaluating new markets, formulating a go-to-market strategy, and restructuring the company.
2019 - 2020
Investor
2019 - 2020
Managed initial due diligence for the Americas and Built MVP of pipeline logic platform
2019 - 2019
Consultant
2019 - 2019
Led formulation of initial customer acquisition and data monetization strategy
2018 - 2019
Consultant
2018 - 2019
Helped do analysis and build model for angel investing strategy
2018 - 2018
Consultant
2018 - 2018
2014 - 2018
Research lead
2016 - 2018
Designed and implemented data-driven decision-making products for executives
Team Manager
2016 - 2016
Oversaw team of 3 portfolio construction engineers
Chief of Staff
2014 - 2015
Office of the COO & Portfolio Management
2012 - 2014
Global Wealth Management Fixed Income, Currencies and Commodities Business Manager
2012 - 2014
Helped manage and evolve fixed income trading operations consisting of a team of 100+ individuals across 4 continents
Emerging Markets Fixed Income Trading Analyst
2012 - 2012