Entrepreneurial executive and deal-driven finance professional

Entrepreneurial executive and deal-driven finance professional with 15 years of experience in financial services and fintech startups. Collaborative leader with proven ability to build strategic relationships, execute transactions, drive measurable results using lean methodologies, and cultivate innovation by questioning inefficiencies and breaking down complex problems.

Wherewithal, New York, NY (January 2011 – December 2015)

Founder & CEO

Built an e-commerce and personal savings startup targeting a $12 billion market aimed at helping digital consumers automate their savings.

Led an experienced team through beta product development, including design, engineering and user testing.

Negotiated with over 300 partner retailers to be a part of the beta platform.

Acquired over 200 test users using lean marketing strategies on a minimal budget.

Finalist in Visa’s The Everywhere Initiative competition.

Houlihan Lokey, New York, NY (May 2007 – June 2010)

Vice President, Financial Institutions Group

Served as a primary coverage officer for the financial services sector with a particular focus on insurance and insurance-related entities, asset & wealth managers, banks, specialty finance and financial sponsors.

Managed the execution process for merger and acquisition transactions and private capital raises, functioning as principal liaison for clients and potential buyers/investors.

Provided industry expertise in relation to numerous financial restructurings and complex transactions.

Selected transaction experience:

–Lehman Brothers: restructuring advisor to the unsecured creditors in connection with the estimated $1.29 billion management buyout of Neuberger Berman.

–Thornburg Mortgage: restructuring advisor to the Board of Directors.

–Scottish Re: financial advisor to the special committee for the $71 million sale of its international operations to Pacific Life and the $1.3 billion transfer of assets and liabilities to Hannover Re.

–Security Benefit: financial advisor to the Board of Directors in connection with the $400 million investment by Guggenheim Partners through a sponsored demutualization.

–Jardine Lloyd Thompson: $100 million sale of its U.S. retail business to Alliant Insurance Services.

Associate, Financial Institutions Group (March 2004 – April 2007)

Supported market coverage, coordinated due diligence processes, prepared marketing materials including information memoranda and analyzed strategic issues for financial services clients.

Recognized consistently by senior officers for proficient technical abilities in the development of quantitative analyses.

Fox-Pitt, Kelton (subsidiary of SwissRe), New York, NY (July 2000 – February 2004)

Analyst/ Associate, Corporate Finance

Built various financial models including accretion dilution models, discounted cash flow analyses and leverage buyout models along with an array of valuation analyses.

Acquired insurance industry expertise through assignments involving such companies as Conseco, Principal Financial and State Auto Financial.

Education

General Assembly, New York, NY 2013

Digital Marketing

Brown University, Providence, RI, May 2000

Bachelor of Arts in Applied Mathematics

Interests & Activities

Brown University Men’s Rugby Club

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