Marketing Sales

Professional Experience

Sound Sense Communication June 2010 – Present

Co-Founder & Advisory Board member

• Created marketing materials and presentations to nonprofit organizations in order to gain funding for start-up costs of SSC; resulted in successful partnership with Goodwill and The Commission for the Blind.

• Generated sales leads for SSC within the healthcare sector to gain presence in a previously untapped industry.

• Developed business plan, marketing materials, and financial analysis for presentation to the University of Chicago Booth School of Business ‘Social Venture Challenge’ which resulted in Sound Sense being selected as the overall winner.

The Blackstone Group Jan 2007 – May 2010

Private Equity Valuations and Performance Group - Senior Financial Analyst

• Worked directly with Marketing and IR to create and develop pitch books for presentation to investors.

• Created fund level and investor level slides showing geographical diversity and currency exposure across all levels of the private equity fund; presentations led to successful fundraising initiatives.

• Responded to Blackstone investors’ requests in order to develop and maintain positive relationships for future investment in new funds. Provided investment records and key performance figures for quarterly shareholder meetings as well as Limited Partners meetings.

• Developed the weekly valuation of Blackstone’s publicly held portfolio, public comparables, and FX adjustments for investments which have Foreign Currency impact (extensive BB and Cap IQ experience).

Kaufmann, Gallucci & Grumer LLP Jan 2006 – Jan 2007

• Developed and maintained waterfall models for various family funds and small hedge fund clients.

• Prepared and Reviewed focus reports for NASD filing, performed net capital calculation.

• Created and prepared performance records for Broker Dealers.

Education

Villanova University (Villanova, PA) Aug 2001- May 2005

Bachelor of Science, May 2005

Major: Accounting – Concentration: Finance

New York Stock Exchange Internship June - August 2004

Worked on the floor of the NYSE as a booth clerk for Francis P. Maglio. Handled client calls, placed orders and documented trade activity each day. Worked with brokers at trading posts and learned about the execution of trades on the floor.

Organization and Athletic Involvement

Villanova University Lacrosse

Four year letterman. Voted team captain for 2004-2005 season by teammates and coaches.

Actively involved member with team fundraising objectives.

The Schneider Society

Co-Executive Director/Founder of the organization which aims to bring young professionals, friends and colleagues together in an effort to raise funds for Cohen Children’s Medical Center of New York.

Wantagh Alumni Lacrosse Association

Board member in charge of fundraising, responsible for marketing and donations associated with the Annual Alumni Game which gives a scholarship for two students each year.

Skills: Proficient in Bloomberg, CapIQ, Hurdle Rate Model, Portfolio Company Reporting System, MSFT Office

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