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Click here or scroll down to respond to this candidateCandidate's Name
Austin, Texas PHONE NUMBER AVAILABLE EMAIL AVAILABLELinkedin profile Github pageExperienced financial executive: Over a decade of experience within finance. Successful raising capital, and leading finance teams deploying capital and directing corporate financial strategyWell-rounded professional: Diverse skillset comprising of valuing businesses, measure risk, mentoring talent, and deploying technology to finance teamsEffective communicator: Adept at balancing complexity with messaging key financial drivers, executing on strategic initiatives, and articulating value propositions to Executives teams and Institutional investorsSkilled relationship builder: Developed relationships across industries, relationships across global financial institutions, investment firms and publicly listed companiesApplied technical skills: Applying data science and cloud-based tools to finance & strategy functions KEY AREAS OF EXPERTISEManaging TeamsRaising CapitalContent DevelopmentAdvanced Problem SolvingGithub AWSInterpersonal CommunicationStrategic AnalysisInvestment ManagementData ManagementMachine LearningFinancial ModelingResearch MethodsRegulatory/ESG reportingRisk ManagementPythonLithia & Driveway (NYSE: LAD, $8 BN market cap)Director, Investor relations & Strategic Finance/FP&A 2022 2024Responsible for developing and managing communication with investors, analysts and internal stakeholdersLed the monthly corporate forecasting process, including annual planning, KPIs and monthly reportingWorked with Accounting, Legal, Treasury teams to develop liquidity, credit and share buybacks programsLead quarterly earnings cycles communication, presentations, press releases, investor callsManaged team of analysts, coupled with corporate access and investor related eventsDeveloped models to analyze capital budgeting, M&A and structuring opportunitiesPresented analysis to board and management teams related to strategic initiatives BigCommerce (Nasdaq: BIGC, $3 BN market cap)Lead, Investor relations 2021 2022Managed materials for quarterly earnings, conference calls, presentations, Q&ADeveloped communication, financial results and strategy for institutional investors & research analystsBuilt NDRs and marketing initiatives targeting growth/tech equity investorsWorked with Legal and Accounting teams on capital raising and M&A related initiativesCreated ML/AI tools to improve earnings scripts, press releases and presentationsDeveloped ESG disclosures for rating agencies and governance committeeBuilt quantitative tools to understand trading flows, investor positioning and social media sentiment Bhakti Capital AdvisorsConsultant 2020 2021Advised early-stage start-ups on capital raising effortsBuilt tools to manage earning estimates, shareholder positioning, valuation/comps, trading flowsDesigned investor presentations and communication focused on capital raising and simplifying messagingUtilized machine learning tools to perform sentiment analysis and improving communication strategiesSector and company valuation and potential strategies to increase shareholder base and liquidity [Nasdaq: Golar(GLNG)]Analyzed strategies to improve ESG ratings and scorecards with agencies/investorsCreated social media tools to expand brand awareness and target retail investors PROFESSIONAL SUMMARYCAREER PATHTellurian (Nasdaq: TELL, $2 BN market cap)Director Investor Relations & Finance 2017 2020Responsible for raising capital, building investor base, and communicating strategy to institutional investorsDeveloped valuation tools and financing strategy for $20BN integrated infrastructure project in US Gulf CoastBuilt investor presentations and quarterly earnings disclosuresDeveloped ESG strategy and improving scorecards with rating agenciesLed non-deal roadshows and investor conference processCreated social media strategy and organically built out of platforms with limited resourcesManaged team of analysts to maintain models, special projects and assisting with investor communicationIncreased sell-side coverage to over 12+ broker/dealers in two years following IPO Fidelity Investment Research & AnalysisResearch Analyst, North American Infrastructure, Renewables, Energy 2013 2017Responsible for covering investments within infrastructure, energy, and power related portfoliosPrepared detailed company valuation models and risk management tools for portfolio holdingsManaged relationships with industry experts, regulators, and management teamsCollaborated with global research teams and portfolio managers on holdings, portfolio risk and themesCreated ESG screening tools to manage factor exposure within portfolioAmongst top 10% of analysts across firm in terms of performance related to stock selection Citigroup Investment Research & AnalysisSenior Research Associate, Integrated Natural Gas Utilities 2010 2013Published detailed and actionable investment recommendations on infrastructure/power/energy equitiesResponsible for stock ratings, and target prices for over 15 publicly listed companies across North AmericaDeveloped tools to analyze company fundamentals and risk management strategiesLeading non-deal roadshows with management teamsPerformed analysis of power/midstream assets and impact on environmental/sustainability scorecardsWorked with global commodity teams to develop thematic tradesCollaborated with Sale & Trading desks on actionable ideas, impact of transactions on valuation and sectorTeam ranked #1/2 by Institutional Investor during tenor Capital Power CorporationValuation Associate, Business Development 2009 2010Performed valuation, due diligence, and structuring acquisitions of power assetsDeveloped quantitative models to predict economics of merchant and contracted power plantsCollaborated with Legal, Accounting, Environmental teams to assess impact of renewables exposure Deutsche BankAssociate, Global Capital Markets 2008 2009Assisted corporate clients and hedge funds with pricing commodity productsImproved the ability of commodity traders to mitigate portfolio risk by creating analytical modelsCreated financial and marketing decks for strategic & financial buyers of assetsScotiabankAssociate, Research & Trading 2001 2006Working with portfolio managers to investments across Canadian equitiesDesigning models portfolios to managed asset allocation processCommunicating fundamentals, valuation and portfolio sizing to investor base and discretionary managers EDUCATIONUniversity of Texas at Austin MBA, McCombs school of business Austin, TX York University - BA Economics Toronto, CanadaPosition OverviewPOSITION OVERVIEW: Apollo is seeking a Director to join their expanding New York City-based Product Management team as part of Client & Product Solutions ( CPS). The Director will specialize in one of two areas, either asset backed finance or private equity &/or secondaries with a specific focus o n global wealth offerings. The Director will assist in coordinating new product launches, facilitate material & co ntent required by either funds or prospective investors, support the growth & maintenance of various product lines, manage active fundraise processes & work with i nternal & external stakeholders. PRIMARY RESPONSIBILITIES: Partner with Product Management, Client Portfolio Managers (CPMs), and investment professionals to manage all aspects of the Product Management function for products eit her in our Asset-Backed Finance or Private Equity/Secondaries vertical. Collaborate with Product Management, CPMs and other key stakeholders to formulate, update and continuously aim to strengthen Apollos strategic messages to both prospective and existing investors with effective and timely presentation material. Collaborate on product co ntent and the refresh of materials on a consistent basis; strive to equip sales t eams & investment professionals with best-in-class marketing/support (e.g., whitepapers, performance talking points, content for webcasts, etc.) Work with Product Team heads to ensure co nsistency in messaging and information relayed externally. Managing aspects of supporting & reporting on active f undraises within their purview. Coordinate review meetings with senior management to inform quarterly processes and subsequently synthesize into external messaging. |
