Certifications
Series 63
Series 7
Series 79
Sector Experience
Chemicals
Consumer Goods
Financial Services
Industrials
Media & Entertainment
Bulge Bracket Investment Banks
Experience
Sisu Advisory Partners
Corporate Strategy & Development
Strategic Consultant & Investor
4/2019 - Present
Provided consulting and strategic advisory services to founders and CEOs on matters related to growth, new business opportunities, go-to-market strategy, FP&A, M&A, and capital raising. Clients include companies in the health & wellness, technology, media, life sciences, SaaS, and manufacturing markets
GCP Applied Technologies
Corporate Strategy & Development
Director of Strategy and Corporate Development
11/2016 - 4/2019
Developed strategy and processes and frameworks for identifying, sourcing, structuring, and executing strategic M&A and investment activity aligned with GCP’s corporate and product priorities. Developed frameworks and procedures for screening acquisition targets, including a full set of due diligence checklists and M&A process documents.
HSBC
Finance
Director, Investment Banking
9/2013 - 10/2016
Senior investment banker responsible for developing acquisition ideas and managing transaction execution teams.
Barclays Capital
Finance
Vice President, Investment Banking
5/2011 - 9/2013
Senior investment banker responsible for developing acquisition ideas and managing transaction execution teams.
Royal Bank of Canada
Finance
Senior Associate - High Yield Research
7/2009 - 5/2011
Built financial projection models and wrote quarterly research pieces for 75+ companies. Interacted with traders and buy-side investors to discuss sector trends and investment recommendations.
JPMorgan Chase & Co
Finance
Associate - Investment Banking
8/2008 - 7/2009
Senior investment banker responsible for developing acquisition ideas and managing transaction execution teams.