Innovative, driven investor with a strong work ethic and a passion for helping companies grow

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	(Confidential)	1/2000 - Present

SCHOOL	MAJOR	YEAR	DEGREE
University of Michigan, Ross School of Business	MBA	2005	Master Degree
Colby College	English Literature	1998	Bachelor Degree

Highlights:

I began my career on Wall Street in 1998 with the brokerage firm PaineWebber, where I worked in the Office of the Chairman, developing corporate strategy and investing in strategic venture capital opportunities. After the sale of PaineWebber to UBS in 2000, I joined former PaineWebber Chairman and CEO, Don Marron, as a founding member of Lightyear Capital (www.lycap.com). Lightyear is a New York based $2 BN private equity fund, investing in the financial services sector. I attended business school at the University of Michigan’s Ross School of Business between 2003 and 2005 and then rejoined Lightyear as a Senior Associate upon graduation.

Companies I like:

- A private equity firm, - A corporate finance position at a large financial services company such as Morgan Stanley, Charles Schwab or even Google

Detail Oriented
P&L responsibilities
Presentation
Ecommerce Strategy and digital marketing channels optimization - SEO, SEM, email, affiliates - for high-profile accounts.
Leadership

• Investing
• Private Equity
• Corporate Strategy
• Growth Equity

Executed the first LBO in the history of the student lending industry. Led due diligence efforts on multiple transactions accross the financial services industry