- Managing Director, W&H Group at Bentley Associates LP, a New York-based Investment banking boutique
- Former Managing Director, RBS Citizens - $1B+ debt portfolio within group
- Former Managing Director, hedge fund Citadel (NexBridge) focused on equity-linked private placements
- Other investment banking experience includes at Caris & Co, HCFP Brenner / Southcoast Capital, and Dean Witter Reynolds (now Morgan Stanley)
- Former VP, Healthcare Capital Investments
- Credit Training and Middle Market group at Chemical Bank (now JP Morgan)
- M.B.A., Wharton School, University of Pennsylvania, and B.A. Brown University
