• Led all GTM efforts for Highgate’s core product. Delivered over six figures in total revenue.• Managed marketing, sales, and product external resources / consultants to facilitate product growth and sales opportunities across various industries and personas• Built customer success function from scratch; 85% retention across customer base• Successfully raised angel seed round to execute on business plan

• Assisted executive team and investment bankers in sale of company to JLL for over $300M: prepared diligence materials with bankers, met with potential investors, and organized financial materials throughout sale process• Supported the company in keeping within 2% of YTD 2021 budget by working across the organization with executives and key stakeholders on all annual budgeting and monthly forecasting / reforecasting meetings• Fully rebuilt and owned company’s internal three-statement model to incorporate new financial systems, financial processes, and new acquisitions’ financial statements• Prepare monthly and quarterly KPIs, executive financial package and Board of Director presentations• Project manager on pre- and post-LOI diligence as well as post-acquisition integration workstreams for all company acquisitions (Ravti, acquired Dec. 2020, and LogCheck, acquired May 2021)

• Direct report of the Chief Executive Officer, worked cooperatively to establish and execute company strategy while ensuring executives, directors and other department heads effectively met company expectations• Conducted thorough due diligence of a professional services firm and led post-acquisition integration within the Greenlight organization • Executed an official partnership with ServiceNow and collaborated with internal developers to successfully incorporate Greenlight technology within ServiceNow’s ITSM ecosystem• Engaged with Chief Revenue Officer to revamp internal sales development representative team structure and processes, with a focus on improving quality and quantity of sales leads

• Sourced and performed due diligence for potential investments on behalf of Wavecrest Fund I ($190M)• Worked directly with Managing Partners acting as lead on preliminary screening, financial modeling, data analysis, business diligence, market research, and other ancillary transaction responsibilities• Invested $10M - $30M through minority and majority equity investments in growing, capital efficient B2B Software-as-a-Service and technology-enabled service companies located in North America• Active in recruiting, developing and mentoring new associatesRepresentative Transaction: SpinCar (Syracuse, NY) - rebranded to Impel in 2022­ • Executed all due diligence workstreams including customer segment and cohort analysis, dealership reference calls, as well as precedent transaction and public comparable analysis­ • Coordinated technology, legal and financial professional due diligence during exclusivity phase­ • Led detailed evaluation of the automotive technology market to evaluate market from a “top-down” perspective­ • Developed and presented investment thesis and financial base case to Investment Committee resulting in approval and submission of a binding bid at the end of a two-month due diligence period­ • Worked directly with CEO and CFO to create quarterly and monthly board packages and KPI dashboard

• Sourced, originated, evaluated, and executed investments on behalf of family investor group • Focused on $50M - $100M minority equity investments in established U.S.-based, family or founder-owned companies in the business services, enterprise software, and consumer products sectors• Independently sourced over 30 new opportunities for firm

• Provided liquidity and managed order books for hedge fund, asset manager, bank and corporate clients• Managed and initiated risk positions to generate profit on behalf of the bank• Spoke directly to clients regarding views on the market and trading opportunities

Sales and Trading Intern