Functional Skills
Accounting
Business Analysis
Business Development
Business Unit Strategy
Collateral Development
Commercial Due Diligence
Financial Modeling
Financial Planning & Analysis (FP&A)
Operational Due Diligence
Private Equity Investing
Venture Capital Investing
Corporate Finance
M&A Support
M&A Transaction Readiness
Market Mapping
Software Skills
Capital IQ
Microsoft Excel
Microsoft PowerPoint
Monday
Carta
Asana
Sector Experience
Financial Services
Technology
Bulge Bracket Investment Banks
Experience
VIZMARK
Information Technology
Chief Executive Officer & Founder
7/2025 - Present
Automated portfolio visibility and insight software platform with agentic capabilities purpose-built for private market investors
• Founded company and developed comprehensive business plan / product strategy based on extensive market diligence and customer validation that secured ~$1M in commitments to a materially over-subscribed pre-seed round
• Lead team of 3 engineers and guide all product roadmap and product design work to inform beta version of the platform and future state to be built with design partners
• Manage all marketing efforts (including collateral creation, website design and general brand as well as messaging) and sales efforts (prospecting, pipeline monitoring, outbound and channel initiatives)
• Maintain financial accounting and business forecasting as well as determine all operational priorities (hiring, spend, etc.)
• Founded company and developed comprehensive business plan / product strategy based on extensive market diligence and customer validation that secured ~$1M in commitments to a materially over-subscribed pre-seed round
• Lead team of 3 engineers and guide all product roadmap and product design work to inform beta version of the platform and future state to be built with design partners
• Manage all marketing efforts (including collateral creation, website design and general brand as well as messaging) and sales efforts (prospecting, pipeline monitoring, outbound and channel initiatives)
• Maintain financial accounting and business forecasting as well as determine all operational priorities (hiring, spend, etc.)
Riverwood Capital
Finance
Vice President
6/2022 - 7/2025
• Managed all investment processes including developing theses, operating models and valuation frameworks, navigating internal processes, leading diligence efforts, structuring term sheets and reviewing legal documents
• Sourced prospective transactions and built relationships with founders and CEOs as well as developed and managed ecosystem partnerships (large and mid cap PE, VC and growth investors, CVCs and investment banks)
• Partnered with PortCo leadership to execute post-investment initiatives such as M&A execution and integration, capital markets access, performance monitoring, financial infrastructure implementation and key hire evaluation
• Led or supported critical initiatives including cybersecurity sector investing, business development strategy, transaction and benchmark monitoring, investment team hiring, outsourcing, portfolio reporting and marketing collateral development
• Sourced prospective transactions and built relationships with founders and CEOs as well as developed and managed ecosystem partnerships (large and mid cap PE, VC and growth investors, CVCs and investment banks)
• Partnered with PortCo leadership to execute post-investment initiatives such as M&A execution and integration, capital markets access, performance monitoring, financial infrastructure implementation and key hire evaluation
• Led or supported critical initiatives including cybersecurity sector investing, business development strategy, transaction and benchmark monitoring, investment team hiring, outsourcing, portfolio reporting and marketing collateral development
Princeville Capital
Finance
Associate
4/2021 - 4/2022
• Supported execution across all stages of the investment cycle as well as sourcing activities including outreach, market landscaping and industry research, contribution to thought pieces and business development efforts at a ~$2B AUM late-stage venture capital firm focused on global technology leaders
Barclays Capital
Finance
Associate
5/2018 - 3/2021
- Completed 20+ transactions for enterpise software companies including sell-side and buyside M&A, LBOs, private capital raises, IPOs and debt financings (HY and IG)
Various Investment Banks
Finance
Analyst
8/2014 - 5/2018
- expansive investment banking experience across M&A and capital markets