Experienced, driven and passionate finance professional with extensive knowledge of investment banking, corporate & leveraged finance and credit analysis, as well as a background in capital markets and advisory work. Proven ability to originate and execute transactions both in the corporate, large-cap sponsor and middle market sectors across wide array of industries. Served as Consultant to early-stage venture capital firm.
Strong client management skills and increasing levels of responsibility in deal processes due to recognized abilities and verified results.
Acknowledged as a leader of junior bankers with ability to transfer/teach considerable quantitative and qualitative skills.
B.A. in Economics, Magna Cum Laude, from Brandeis University; elected to Phi Beta Kappa.
(Note: Please do not contact me regarding investment opportunities; I have worked with investment firms and have a background in corporate finance and investment banking but I am not a principal investor)
Investment Banking Advisor & Mentor / Venture Capital Consultant
– Served as consultant to early-stage, biotech-focused venture capital firm, conducting research, analysis, and providing fund-raising
– Credit / fixed income products, market analysis, valuation, capital structure alternatives and advisory
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