Meet The Team
We’re Fun, Social & Business Savvy.
|WHAT I LOVE ABOUT EXEMPLAR|
Exemplar believes in hiring smart people with diverse, adaptable backgrounds who have a passion for building confidence, sharing ideas with an entrepreneurial, and independent drive to excel. Our team combines new perspectives and creative approaches to help businesses reach their full potential through capital, wealth management, law, finance, accounting and tax.
|AT EXEMPLAR||Work Smart, Have Fun – See Us At Play|
- As a generalist in investment banking I provide corporate financial advisory, strategy, capital raises & due diligence services to clients such as institutions, private equity funds, family offices and corporations/issuers across a variety of sectors including alternative assets classes, investments in private and public markets.
- Expertise in PIPEs, equity & equity-linked structures, at-the-market equity (ATM), private equity, syndications, and private placements.
- Review, develop and structure investments and financing transactions.
- Manage relationships across Investment Banks, Investors, Financial Sponsors, Lawyers and Auditors.
MBA- Finance and Investments
Zicklin School of Business at Baruch College
|FINRA Series 63,79|
- 25+ years of Capital Markets Services at Barclays Bank, Yorkville Advisors and Harwood Capital
- Association of Corporate Growth (ACG)