The "back the of napkin" portfolio/asset managment tool for better Investment decisions and educationAchievements● Secured 300% user growth from customer interviews and various marketing events and presentations of application.● Built investment web application that allows users to analyze, compare, comment and gain insights into a portfolio’s historical risk/return profile by examining various sectors, holdings, and statistical performance and risk metrics against market benchmarks.● Define and communicate Product Vision, Product Roadmap and GTM Strategy to the product team, developers, partners, and stakeholders.● Provide GTM strategies to increase user engagement, expand partnership programs, and develop a referral program resulting in 10 new clients’ month-over-month and developing an ongoing whitelist for early-adopters● Identify friction and growth opportunities by analyzing customers’ pain points and competitors; prioritize user stories and requirements ● Set data-driven metrics to drive product feature enhancement and requirements prioritization.

Achievements:● Led and defined the Product Vision and GTM Strategy which contributed to a 50% growth of the fund from $2 billion to $4.5 billion AUM while consistently beating industry benchmarks by 300 basis points.● Strategized with leadership and sales team to create new product portfolio, increase client retention and attract new clients through marketing campaigns and outreach programs that generated 500+ clients/investors with average investment of $5 million.● Assisted and conducted in-depth research, analysis, portfolio construction and product development of Multi-Asset portfolio consisting of investments in Private Credit, Fixed Income and Public and Private REIT securities with the closing of 25 investments of average investment size of $150 million.● Drove Product Roadmap to transform organization; launched top Asset Managers and Investment bank best practices and customized B2B SaaS product that saved 50% of the manual hours and saved $1M for compliance under SEC Reporting.

Achievements• Invested and managed portfolio of 80 funds, $1.2 billion committed capital with $20 billion invested in 1,253 portfolio companies. Portfolio consisted of investments in Private Debt, Private Equity, Venture Capital and Affordable Housing. • Assist with cross selling of working capital lines of credit, real estate financing, acquisition loans, refinancing, banking services, and treasury management solutions to Private Equity Funds. • Assist and conduct phone interviews with C-Suite executives and other important team members to gather insights and information regarding the style and effectiveness of target fund managers and co-investment opportunities. • Launched a risk analytics/Business Intelligence platform with 20+ automated reporting, dashboards, and 50+ investment risk and return metrics utilizing excel VBA and Power BI. • Designed and implemented an effective data and analytics plan, ensuring that the group identified the most important investment questions and craft a detailed execution plan utilizing asymmetric data.

• Analyzed and managed Real Estate Portfolio that included property exposure to Multi-Family, Retail, Office and Industrial Real Estate.