Corporate Venture Capital. American Express Ventures invests in innovative startups to enhance American Express's core capabilities and accelerate efforts in consumer commerce and B2B services.2016-2018: Associate.

- Analyzed, conducted due-diligence and evaluated potential investment opportunities- Researched and identified liquid bulk storage as a core-plus infrastructure-like asset and a potential investment opportunity- Assessed the parking garage industry and identified potential assets for investment

- Analyzed companies’ financial statements, operations and management to provide investment recommendations for PresPoint, a $1B AUM hedge fund- Created marketing materials for fund-raising and maintained the day to day P&LHealthy Living/Consumer Investments- Initiated and grew healthy living portfolio from 4 to 40 stocks and +$100M invested over 2 years, consistently generating positive returns by preparing financial models, developing relationships with management teams… Show more - Analyzed companies’ financial statements, operations and management to provide investment recommendations for PresPoint, a $1B AUM hedge fund- Created marketing materials for fund-raising and maintained the day to day P&LHealthy Living/Consumer Investments- Initiated and grew healthy living portfolio from 4 to 40 stocks and +$100M invested over 2 years, consistently generating positive returns by preparing financial models, developing relationships with management teams, suppliers and other analysts. Resulted in the two largest returns in fund history, with both doubling in sizeHealthcare Services Portfolio- Defined impact of Affordable Care Act and identified the transition to population health management systems, providing key insight on trends for health-care providers- Evaluated and analyzed senior living facilities, home health organizations and REITs to capitalize on integrated care management trendsTelecom, Media and Tech Portfolio- Researched video game developers around release of new console stations and decline of big-box retailers to create positive returns of +25%- Analyzed and evaluated Electronic Manufacturing Services companies to develop a foundational understanding of the industry and to build out and establish TMT portfolio Show less

- Oversaw all aspects of operations for a 2-year-old manufacturer and distributor of premium priced chocolates, including warehouse relations, inventory development and management, and managing relationship with factory in Ecuador to bring in periodic shipments.- Communicated and coordinated with 7 distributors and oversaw nationwide network of 200 retailers (including Whole Foods) to triple sales to 180,000 units annually.