New York, New York, United States
5 years of experience across financial services and advanced industries (e.g., auto / airlines) helping executives tackle organizational problems primarily around enterprise strategy, corporate finance, and operations - from ideation through to implementation.
Specialization in strategy, tech & corporate finance across financial services and industrial sectors, such as: - Fundraising strategy & org design for >$500bn AUM PE fund - Value creation (labor optimization) for private-equity backed portfolio company in aerospace - Due diligence & market / tech strategy for data center / liquid cooling OEM provider - M&A strategy for a global top-5 commodity producer - AI strategy and proof of concept build (POC) for commodity trading arm of global investment bank - Digital strategy for a global life insurance company (e.g., data architecture design)
Lower middle market PE
Payments, Digital banking
Wealth management & Insurance