Dynamic leader with extensive experience in capital raising and strategic advisory. Proven track record in developing strategic plans and enhancing organizational effectiveness. Skilled in team building and operational excellence, I am passionate about partnering with exceptional teams to drive growth and success in high-impact ventures.
I am excited to share that I am transitioning to focus full-time on Capital Raising, Strategic Advisory, and Fund Formation for select businesses and investment platforms.
This move reflects my passion for working closely with founders, operators, and investors to build scalable, high-impact ventures. I’m looking forward to partnering with exceptional teams and contributing meaningfully to their growth and long-term success.
Developed strategic plans to enhance organizational effectiveness and achieve long-term objectives
Worked with a Wealth Management team based in New York, NY, servicing High Net Worth, Ultra High Net, Family Offices and Institutions
Institutional Sales covering New York Hedge Funds
Middle Market Institutional Sales
Private Client Service group covering High Net Worth individuals as well as New York Hedge Fund coverage