Bulge Bracket Investment Banks
Fortune 500

Experience

Story Terrace Start-Up
Startup Consultant
11/2016 - 1/2017
• Created a new model for reporting KPIs, improved accounts receivables and put operational processes and checks in place
• Built a pricing spreadsheet to optimize pricing across different customer segments (B2C and B2B) resulting in an improvement in overall Gross Margin
• Worked on partnerships across the travel spectrum; launched new Biz Dev initiatives
Royal Bank of Canada Finance
Senior Associate
7/2013 - 10/2016
• Responsible for execution of M&A and Financing transactions, managed teams of upto 6 people, built financial models and led due diligence efforts between transaction parties
• Interacted with C-level clients on crafting marketing and pitch decks, strategic reviews of acquisition targets and potential buyers as well as definitive termsheets / agreements
• Led recruiting efforts in London growing team to 10 people from 3 over 2 years
Bain Capital Ventures Finance
Intern
1/2013 - 5/2013
• Advised a Payments focused portfolio company on potential acquisitions based on strategic and financial value
• Sourced / evaluated early stage and growth investments across the education, P2P lending and student loan verticals
Goldman Sachs Finance
Associate
7/2006 - 6/2011
Advised clients on managing business and technology risk in the Securities Division with a focus on Equities Sales and Trading. Familiar with front office to back office operations from trading to payments