- Over 30 years of Wall Street experience with both public and private markets growth-stage institutional investing.
- Served as an advisor to institutional investors (foundation, pension, endowments, etc.), private equity funds, venture capital funds, family offices, and hedge funds.
- Over a decade of experience consulting with growth-stage Founders, CEOs, and CFOs on business strategy, and capital markets strategy.
- Investment Management industry experience: Morgan Stanley, JPMorgan, Crestone Capital, Cerity Partners.
