Driven financial leader with expertise in all facets of steering marketing, consulting, and investment due diligence efforts, identifying new client and investor opportunities, advancing solutions‐oriented growth, cultivating and fostering key relationships both internally and externally, ...more

Driven financial leader with expertise in all facets of steering marketing, consulting, and investment due diligence efforts, identifying new client and investor opportunities, advancing solutions‐oriented growth, cultivating and fostering key relationships both internally and externally, delivering concise client communications, and adapting to the needs of a diverse, ever‐evolving environment. Instrumental in streamlining and improving processes, enhancing productivity, and implementing solutions. Proven record of formulating marketing strategies, investment, operational due diligence practices, and concrete investment recommendations to investors. Skills: Capital Raising, New Business Development, Strategic Planning and Analysis, Investor Relations, Communicating Complex Solutions Clearly to Clients, Project Management, Execution, Team Leadership and Mentoring, Problem Solving, and Succeeding in a Dynamic Environment. Expertise: Alternative Investments, Public Markets, OCIO, Manager Research, Hedge Funds, Asset Allocation, Private Credit, Financial Technology (FinTech), Quantitative Strategies, Network Effects, and Due Diligence. Interests: Private Credit, Real Estate Debt, Private Real Estate Equity, Entrepreneurship, Machine Learning, Educational Empowerment, Traveling, Investing, and Mindfulness. Columbia Business School MBA FINRA: Series 7, 63less