Business Development Associate

I built investment portfolio models from start to finish, pitched them to institutional clients directly and raised $15 million in capital for an investment business.

I was fully responsible for driving operational efficiency at a start-up hedge fund, and implemented systems for portfolio monitoring, client-reporting, and revenue forecasting. The processes I implemented also enabled the firm to pass a routine Securities and Exchange Commission (SEC) audit with flying colors.

In my most recent start-up role, I took a brand new SaaS product, and sold it to quantitative asset management institutions, securing $100k in ARR within the first 8 mo...