Philadelphia, Pennsylvania, United States
I am a strategist, a leader, and an analytic thinker. I'm looking to pursue my passions for cutting-edge technology in the financial, aerospace, and defense sectors while leading dynamically and innovatively and scaling concepts into realities.
Managed executive-level communication for an emerging private markets firm, coordinating between business units and the CEO in order to secure the firm's first trades of pre-IPO equities. Sourced and organized firm partnerships with outside buyside investors and sales-and-trading firms, including investment banks, family offices, and venture capital firms. Designed and managed firm hiring processes; screening, interviewing, and onboarding for over 15 positions in the firm's capital markets, software development, and equity trading arms. Founded and managed firm's sell-side capital markets outreach team, expanding firm capabilities to trade equity with primary, non-institutional shareholders. Performed all of these key business management activities more all while working in a fast-paced startup environment and developing a deep connection and familiarity with private market trading and fund management.
Incoming at a premier global growth equity, P.E. secondaries, and GP-stakes fund-of-funds via B.R.I. Excel.
Founded and directed a curriculum teaching applied statistics, linear algebra, and stochastics to club members. Built analysis models, in conjunction with the team, to understand both financial and non-financial predictions. Guided 20+ team members to design quantitative business solutions using material taught during team meets.
Led a team of 6 in developing and presenting strategic advisory to a top-tier Aerospace and Defense firm. Conceptualized, strategized, and directed team activity, streamlined intra-team communication, and maintained close contact with clients to ensure smooth project integration.
Outlined and managed five-figure club budget balances, designed and directed club event programming, and organized club cash flows. As a board member, made key decisions on the leadership and management of the club.
Led a team of 5 to design and deliver actionable business advisory to an early-stage Israeli startup, maintaining close relationships with startup leadership to ensure maximum accuracy and efficacy of advice. Directed and organized sub-teams for market benchmarking, technology readiness, and internal strategy. Ensured smooth intra-team communication, collaboration, and quality of deliverables.