Responsible for developing alternative profit strategy in financial services and leading opportunities through execution via partnership, acquisition, or investment.

As a Private Equity Principal, I led equity investments in lower middle-market companies and helped build a return-driven portfolio across a broad range of industries. Primary responsibilities included sourcing, diligence, deal negotiation and closing, and post-close board responsibilities and follow-on support. Additional responsibilities included overall fund and investment analysis, board and investment committee reporting, industry marketing materials, etc.Over time, the group's mandate expanded and was renamed Acquisitions & Strategic Investments to reflect added areas of focus. My responsibilities expanded to include strategic investments, innovative partnerships, and technology acquisitions. I was a key player from strategic planning and sourcing through post-close integration and led large cross-functional teams to close partnerships, acquisitions, and investments in the Fintech space. As the Bank's day-to-day point of contact for QED and Fintechs seeking to partner with the Bank, I developed a robust network in the space with both CEOs and investors.

Bardi Co. is a transnational, independent financial advisory firm offering conflict-free services to middle market companies in a variety of industries. The firm specializes in mergers and acquisitions, fairness opinions, corporate finance and restructuring, and business valuation for various purposes.Responsible for deal origination, financial modeling, company valuation, comparable company valuations, and related activities in middle-market M&A transactions (sell side) and for business valuation services.

AllianceBernstein is a research-driven asset management firm that is global in scope and client-centered in its mission. We don’t put our interests at odds with your interests, whether you are an investment-management client or a client of our sell-side research unit, Sanford C. Bernstein.Responsible for Institutional Investments & Mutual Funds analysis and client relationship management.

Kellogg provides integrated financial services in the United States. Its services include matching trades, stabilizing prices, adding liquidity, forecasting developments, and communicating trends. The company also operates as an auctioneer and agent, as well as buys and sells securities throughout the trading day. In addition, it offers communication program, including client-designated alert parameters, client education, corporate seminars, custom reports, technical analysis, and visits to clients. Further, the company serves as a specialist for various equities on the New York Stock Exchange and the American Stock Exchange. Its focus cultivates a deeper understanding of the marketplace and places risk management.Responsible for arbitrage trading - inter/intra day trading, position/portfolio construction, and risk hedging.