Vice President, Startup Banking at J.P. Morgan

MAY 2023 - PRESENT · 3.3 years

We're leveraging J.P.Morgan's holistic platform to help early-stage founders in New England succeed.

Marketplace GM

JUL 2022 - FEB 2023 · 8 months

Angel Investor

JUL 2018 - JAN 2023 · 4.6 years

Pricing Strategist II

MAR 2020 - APR 2021 · 1.2 years

ProfitWell provides outcome-based solutions to reduce customer churn & optimize pricing for subscription companies. ProfitWell was acquired by Paddle in May, 2022. We work directly with subscription leaders focused on improving their retention and monetization strategies across any and all customer cohorts. To folks inside or outside my network, I’d love to start (or restart) a conversation to see how I can be helpful!

Co-Founder & COO

FEB 2018 - FEB 2020 · 2.1 years

Revitalizing a fragmented business development process with modern technology and data-driven intelligence.

Associate

JUL 2016 - MAR 2018 · 1.8 years

Heritage is a private equity firm investing in founder owned and middle market companies

Investment Banking Analyst

JUL 2014 - JUN 2016 · 2 years

Formerly MHT Partners. Summary: - Analyst on 3 completed sellside transactions and working on a number of pending transactions from the buyside and sellside; aggregate deal value totaling over $150 million. - Lead valuation and analytical efforts during each deal - Experience advising clients in the following verticals: emergency medicine, dermatology, behavioral health, HVAC equipment manufacturing, packaging & distribution - Extensive experience preparing marketing materials for business development Select Completed Transaction Experience: Tampa Bay Emergency Physcians. Transaction completed January 2016. Provided sellside advisory services for Tampa Bay Emergency Physicians, a physician group looking to partner with a national emergency medicine group. Partnered with US Acute Care Solutions, and portfolio company of Welsh Carson Anderson & Stowe in January 2016. Walnut Creek Skin and Laser. Transaction completed November 2015. - Hired by owners to position the business as a platform investment for firms interested in the rapidly growing dermatology space. Golden State Dermatology was formed by Pouschine Cook Capital Management, Yukon Partners, and Company's management team in November 2015.

CEO

APR 2013 - SEP 2013 · 6 months

Runs a storage company, geared towards providing summer storage solutions for students at Babson College. Manages Logistics, Finances, and pick-up/delivery of Student's Storage Items. Currently servicing 40 + students attending Babson College.

Summer Analyst Intern - Investment Banking

JUN 2013 - AUG 2013 · 3 months

- Placed with the (FSG) Financial Sponsors Group of the Investment Bank - Rigorously analyzed the Indian Private Equity Sphere over the past 5 years with a focus on Lead Generation for the bank's advisory services - Assisted the IT Industry Group with data mining metrics on IT Services companies in India

Tutor/Business Development Officer

JAN 2011 - JAN 2013 · 2.1 years

- Tutors young children, ages 5-16, in math and reading - Grades tests, quizzes, and homework for children of all ages - Assisted with widespread business renovation and region promotions to potential customers

Co-Founder

OCT 2011 - OCT 2012 · 1.1 years

- Developed a company focused on creating wireless solutions for electronics devices using Bluetooth Technology.The company’s mission is to help consumers across the globe change and simplify their lives by providing a wireless alternative to their previously wired devices. - Implemented Kick-Starter Project in order to raise crowd-sourced funding for manufacturing of EarTop's first product - Developed Financial Projections using a Discounted Cash Flow Analysis, which were pitched to Angel Investors and Venture Capitalists