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Venture Capital
Principal

Good
4.5
15Sessions Completed
  • Principal at a growth equity / late-stage VC fund affiliated with Credit Suisse, 7+ years experience within the role. Lead deal sourcing, structuring, diligence, execution and recruiting efforts. Started buyside career as an associate at the fund
  • Investment focus on technology selling into financial services (Fintech, enterprise software, market structure, robo-advisors, DLT, ad-tech, specialty finance, insurance, regulatory-tech and clean tech platforms)
  • Previous experience 3+ years at Credit Suisse in Investment Banking / Equity Research – large-cap TMT coverage
  • Prior experience includes merchant banking (Investment Banking + Special Situations Investing) at a JV between a top 5 PE fund and top 3 bulge bracket institution
  • Lead recruiting efforts at all levels on both buy-side and sell-side
  • BSc in Finance and Management from the Wharton School at the University of Pennsylvania – graduated / navigated early career in the midst of the financial crisis
  • CFA Charterholder

Expertise

  • Investment Banking
  • Private Equity
  • Equity Research
  • Venture Capital

About the mentor

  • New York
  • Atlanta
  • London
  • Zurich

Reviews for this mentor

December 13, 2017

Given a list of mentors which fit the criteria I was looking for and I could cherry pick the ones I would like to arrange mock sessions with from junior to senior level professionals.

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