I’m obsessed with making things better, faster, and more efficient.

From the time I was a child, I loved tinkering – I often took all of my toys apart and tried to put them back together (with varying levels of success). I would play video games and figure out the optimal way to get from point A to B or to level up my character in the fastest way possible (without cheating). I’ve always had a sense of gamesmanship, in that sense.

This curiosity, in conjunction with my innate interest in math/science/physics, led me to pursue a degree in Mechanical Engineering. Ultimately, this was a degree that I never utilized – in a practical sense – professionally, but one that I use each and every single day when approaching new challenges. I thank my engineering toolkit, as it ingrained a problem solving mindset and a way of breaking down problems into digestible, organizable parts.

I’ve had a unique career path since graduating, that has led me from a trading desk in NY to my clients’ factory floors all around the globe and has taught me a range of skills across finance, operations, marketing, and management that provide me with a unique perspective.

I’d love to share this unique perspective with you and add value to your business, no matter which stage of the business life-cycle you currently are.


2007

Undergrad

Graduated from Rensselaer Polytechnic Institute from a dual degree program called DIS (Design, Innovation, and Society) – attained a B.Sc. Mechanical Engineering and B.Sc. Science, Technology, and Society

2007
2007 – 2008

Trading Floor Analyst

Joined Barclays Capital’s analyst program and joined the FX Sales and Structuring team, helping multinational corporations manage their foreign currency exposure by using vanilla and exotic derivatives

2007 – 2008
2008 – 2013

Startup Systems Architect for a FinTech Company

Joined a start-up derivatives clearinghouse as a risk analyst and worked my way up to lead system architect – self-taught in Python and Java and led initiatives across operations, product, treasury, and risk, and eventually re-architected our technology platform from what was a futures clearinghouse (very standardized) to an over-the-counter derivatives clearinghouse (very customizable). The company was acquired in 2012 by the global leader in the space – when I joined, they were doing $17 trillion per week in derivatives transactions.

2008 – 2013
2013 – 2015

MBA

Packed up all of my belongings and moved across the Atlantic Ocean to attend one of the top ranked MBA programs globally (IESE Business School). Lived in Barcelona for 2 years, but spent a term in London for an MBA exchange program at London Business School

2013 – 2015
2015 – 2020

Investment Banking

Started my post-MBA career in London at Bank of America Merrill Lynch as an Investment Banking Associate, focusing on Industrials M&A, LBOs, and financing transactions. Transferred internally to BofAML’s Chicago office in 2016 as a pre-Brexit refugee. Shortly after my arrival in Chicago, I was recruited by Greenhill & Co. in 2017, where I spent the next three years focusing on global M&A and other advisory services, ultimately being promoted to Vice President.

2015 – 2020
Present

Driving Improvement

I help entrepreneurs and their businesses level up.

Present