Download PDF


Ten-year business development, product development, relationship management and marketing professional in the financial services and technology sectors with extensive experience working with clients and senior management to develop and execute growth and scaling strategies.   Highly motivated, detail-oriented, strong interpersonal skills and an ability to deliver impactful results both independently and as a team member.

Work History

Dec 2015Present


Function4 (Pittsburgh, PA)
  • Co-founded an online professional event platform to maximize the value of professional events to attendees, hosts and sponsors
  • Formed a corporation, closed an early-stage round of financing and co-developed a business, product and financial strategy, along with associated collateral
  • Currently act as part-time product manager and help to oversee a (global) team of two dedicated engineers, a freelance UX/UI/graphic design resource and a group of three seasoned executive-level advisors
Dec 2014Dec 2015

Director of Business Development

Kiski Group (New York, NY)
  • Co-led marketing and sales efforts, enhancing the firm's overall profile in the marketplace and increasing client count by 70% and assets under advisory by 126% to $7.1B.
  • Co-developed all core sales and marketing-related collateral: pitch books/one pagers, white papers, proposals, new logo, website and custom client/prospect materials
  • Co-designed and co-implemented marketing and sales infrastructure for the firm's core consultative risk and analytics product: CRM solution, sales cycle, external hedge fund manager database management, market intelligence, PR efforts and overall relationship management
  • Spearheaded business development and relationship management efforts for the firm's core consultative risk and analytics product
  • Managed the analytical, marketing and overall client relationship needs for a $200M allocation from a Top 10 institutional allocator (to a previously $275M hedge fund manager)
Nov 2013Dec 2014

Managing Director

Unlabeled Ventures (Chicago, IL)
  • Provided consulting services to a hedge fund managed account platform: platform structure, front-end/analytics technology selection, risk management and product and business development
  • Consulted with a West Coast-based boutique merchant bank on hedge fund and early-stage fintech investment opportunities
May 2012Oct 2013

Managing Director

AlphaMetrix (Chicago, IL)
  • Focused on generating revenue across the firm’s product range, new product development initiatives and managing global (European, North American and South Korean) consultant, distribution and intermediary relationships
  • Led the Business Development Team as the number one revenue producer - generated well over $2M in recurring revenue
  • Managed the Hedge Fund Sales Group (team of five)
  • Deeply involved in building and refining the firm's preeminent conference series (now the Context Summits)
Mar 2011Apr 2012

Director of Business Development

AlphaMetrix (Chicago, IL)
  • Held the dual responsibility of generating revenue from hedge funds directly and from investors investing in the firm’s fund product (managed account platform)
  • Led the Business Development Team as the number one revenue producer - generated over $1M in recurring revenue
  • A member of the firm’s E-commerce Team - involved in conceptual design and execution for the firm’s flagship technology/transparency portal
  • Helped to establish the firm's preeminent hedge fund conference - involved in conceptual design, technology development and business development initiatives
Jan 2007Feb 2011

Investment Analyst

AlphaMetrix (Chicago, IL)
  • Responsible for conducting and managing a rigorous qualitative and quantitative due diligence process for a group of liquid hedge funds, as well as discovering and sourcing new and emerging strategies from a proprietary database of over 3500 trading programs via various quantitative and qualitative techniques. Funds varied in philosophy, strategy, style and markets traded
  • Offered advisory services (single manager, multiple manager and custom portfolios) to qualified investors and engaged in various independent research projects


Jun 2008

Masters of Business Administration in Finance (with Distinction)

DePaul University – Kellstadt Graduate School of Business
  • Member of the MBA Association, CFO Association, Dean’s Student Advisory Board and the Golden Key Honor Society.
  • Graduate Assistant, Entrepreneurship Department (Dr. Harold Welsch)
Apr 2005

Bachelor of Arts in Philosophy (minor in English Literature)

University of Pittsburgh - College of Arts and Sciences
  • Cum Laude, GPA of 3.25 on a 4.0 scale



Series 7