For a company to survive and find success nowadays, it must have a commercially viable product or service, organizational health, and the financial resources to move the business forward. As a multifaceted C-level executive and strategic thinker with extensive experience in strategic growth catalyst roles, I’ve worked on developing all three of these pillars. Once it’s been determined that the desired results are feasible, I use scalable, data-driven strategies and solutions to enable risk-balanced product innovation, optimize global operations and finance functions, and fuel organic/inorganic growth for start-up, turnaround, high-growth, and PE-backed companies alike.Notable skills and achievements include:• Having served in dual roles as CFO and Co-COO at ENTRYPOINT CAPITAL/INFERENT CAPITAL (quantitative investment management firms), I launched a new fund for Inferent Capital; executed transactions to combine both entities and subsequent Series A financing; and created an operational infrastructure across key functions to enable business scalability.• Leveraging my experience with start-up and high-growth businesses, knowledge of capital markets, M&A expertise, and technology product development savvy, I’ve positioned multibillion-dollar businesses such as CITIGROUP MARKETS & BANKING as well as start-up/growth-stage companies (TRADEWEB MARKETS LLC, INSTINET/CHI-X GLOBAL, and VIE FINANCIAL GROUP) for next-level growth.• Frequently sought out as a trusted, pragmatic advisor by senior leadership teams and governing boards within FinTech/HealthTech consulting roles, I spearheaded a client initiative to take a public company private; boosted the financial health of Oxeon Holdings (a HealthTech/venture firm); equipped a FinTech start-up with strategy and tools to create an exchange for various state and federal tax credits; and architected a framework for legal entities holding various venture investments.Known for roll-up-your-sleeves, no-surprises leadership, I truly care about people and therefore can relate in a much deeper way than the average leader. Having always made a clear distinction between mentoring and managing, I don’t believe in giving unsolicited mentoring advice, because it has more impact when people seek out your input. In the end, I work with self-motivated, self-disciplined individuals and act as a resource for them, giving them the resources and knowledge they need to achieve success in their careers.
