- Head of software sales / leadership team member / partnerships / business development / new markets / GTM / new client onboarding / project managementSpeaking engagements:- Cutter Connect (November 2024)- HFM BDC Summit (May 2023)- Hedgeweek Leadership Summit (March 2023)Some of my partner Q&A and blog content:- https://verityplatform.com/resources/research-management-systems-fixed-income/- https://verityplatform.com/resources/why-fund-startups-prioritize-research-management/- https://verityplatform.com/resources/data-overload/- https://verityplatform.com/resources/sec-cybersecurity-rules-3-questions/

Verity is a leading provider of research management software, data and analytics delivered through a comprehensive platform to provide best-in-class workflow, portfolio monitoring, and idea generation solutions to more than 360 institutional investors globally.For more information: www.verityplatform.com

Eighty-Five Technologies Inc, makers of Docoh.https://docoh.com/Docoh is now CapEdge: https://capedge.com/ by FINSIGHT

- Archipelago is a data and analytics SaaS platform that digitizes risk data for large institutional owners of commercial property (e.g. REITs, PE fund managers) - Late-stage sales / client services / new client onboarding / project management / customer success / sales engineering

- First non-product hire / management team member / head of sales & client services / business development / partnerships / project management- Successful PE exit, 2021Speaking engagements:- MFA West 2020 (February 2020)- MFA Data 2019 (September 2019)- FTF 2019 Winter Workshop (January 2019)

- Red Stone is a real estate private equity fund manager that specializes in financing the development and acquisition / rehabilitation of mixed-income multifamily rental housing (approx. $2.1 billion of AUM, as of March 2015) - Structured and placed over $444 million of equity investments (equity private placements) on behalf of institutional investor clients including banks and insurance companies - Deal structuring / financial modeling / investment sales & marketing / project management / client services

- Centerline Capital Group (acquired by Hunt Companies in Nov. 2013) provided real estate debt and equity financing, as well as asset management and fund management services, focused on affordable and conventional multifamily rental housing - Structured and placed over $155 million of equity investments (equity private placements) on behalf of institutional investor clients - Deal structuring / financial modeling / investment sales & marketing / project management / client services

- Directly supported and reported to the head of the corporate Strategic Development group, responsible for contributing to Six Flags’ growth by prospecting and managing real estate and location-based business development opportunities - Business development / corporate strategy / project management

- Performed fundamental stock analysis of companies within the Healthcare Services industry- Series 7, 86 and 87 (expired)

- Assessed the creditworthiness of companies in various industries by researching and analyzing companies' overall financial performance and likelihood of growth, deterioration or default

Writing Tutor, Farnham Writers’ Center at Colby College