- Managing Director, W&H Group at Bentley Associates LP, a New York-based Investment banking boutique
- Managing Director, Yankee Hill Capital Management LLC
- Vice Chairman of Great Western Products (manufacturer of snack foods)
- Former Managing Director/Investment Committee Member of AIG Horizon Partners - $340MM Private Equity Fund
- Vice President of Apax Partners - $65B+ Private Equity Fund (formerly Patricof & Co. Ventures)
- Vice President Mergers & Acquisitions of Citi/Salomon Smith Barney
- Former Board Member of seven private companies in consumer, software, information services, among others
- Former Adjunct Professor at USC Marshall School of Business and Assistant Adjunct Professor NYU Stern School of Business in private equity
- B.S. (cum laude) and M.B.A., Wharton School, University of Pennsylvania and M.A. Graduate School of Arts & Sciences, University of Pennsylvania