At present I am Managing Director at Avalon Securities, a New York based boutique investment bank where I lead advisory and capital raising solutions for early-stage energy transition and AI companies.
I have held senior Investment Banking and Asset Management roles in both public and private ...
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At present I am Managing Director at Avalon Securities, a New York based boutique investment bank where I lead advisory and capital raising solutions for early-stage energy transition and AI companies.
I have held senior Investment Banking and Asset Management roles in both public and private markets at JPMorgan as a Managing Director, John Hancock as a Vice President, and Deloitte & Touché as a Manager. My subject matter expertise includes market, credit, & financial modeling, having led teams in:
Accounting
Auditing
Valuation
Derivatives
Due Diligence
Investment Selection
Portfolio Management
Risk Management
Financial Modeling
I have carried out these responsibilities in New York, Chicago, Boston, Luxembourg, Zurich, Vienna, Singapore, and Tokyo.
My education includes a BS in Accountancy and a CPA from the University of Illinois at Urbana Champaign and MBA degrees in Finance, Economics, and International Business from the University of Chicago Booth School of Business and Cybersecurity Designation from Harvard University.
I speak frequently on the topics of Clean Energy, Sustainable Development, and Venture Capital most recently at the UN General Assemblies 77th & 78th Congresses in NYC, the World Economic Forum in Davos, COP 27 in Sharm El Sheikh, COP 28 in Dubai and the FORBES Tribute to Nelson Mandela in London.
As an Adjunct Professor, l taught the Venture Capital course for the Central European University’s Executive MBA Program in Budapest Hungary. Additionally, I was a former corporate member of the Council of Foreign Relations
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