3 years in IB lev fin. I moved to a LMM PE / credit shop for two years. I was recruited by my portfolio manager / VP to be the 1st employee at his new fintech asset management firm. Dual rule as head of operations and a key deal team member. As the only employee for the first year, I worked on product dev mgmt, acctg, HR, and deal diligence.
Undergrad School: Semi-target Private University in the Northeast
Undergrad Major: Business Admin and Econ
Age: 29, Ethnicity: White
Title: Director of Operations / Investments
Industry: Banking & Finance
Length of Employment: 3 yrs
Company: Boutique Firm
Length of Employment: 2 yrs
Successfully onboarded and managed a new hire and my first direct report in the midst of COVID and the team moving to remote work. As board member of one of our portcos, I created a model to convince the bank to reduce amortization by 50% during COVID so we can avoid bankruptcy, which was successful
Run my own private equity investment platform focused on small businesses, either launching a fund directly out of school or doing a brief stop at a well-known fund to improve my pedigree for fundraising.
Target School: Harvard
Considering: MIT Sloan, Wharton, Columbia
Jeff earned his BA in American Studies at Yale. Jeff worked as an Associate at VO2 Partners, a private equity firm focused on health and wellness ... View Featured Coach
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