Roundtable Investment Partners
Director of Investor Relations
Goldman Sachs Dec 2009 - Apr 2013
Vice President
Citi Apr 2005 - Jun 2007
Vice President
The Urban Assembly, Inc. Jun 2002 - Mar 2005
Program Director, Development Director
Morgan Stanley Jun 2000 - Jan 2002
Analyst
Education:
Duke University - the Fuqua School of Business 2008 - 2010
Master of Business Administration, Masters
Princeton University 1996 - 2000
Bachelors, Bachelor of Arts, History
Skills:
Project Management Asset Management Hnw Individuals Family Office New Business Development Product Marketing Equities Investor Relations Investment Management Corporate Philanthropy Philanthropy Non Profit Program Development Manage Client Relationships Fixed Income Strategic Partnerships Partnership Building Fundraising Sales Valuation Finance Alternative Investments Hedge Funds Strategy Private Equity Financial Modeling Investment Banking Bloomberg Funding
Goldman Sachs Asset Management since Dec 2009
Vice President
Citigroup Apr 2005 - Dec 2009
Vice President
Citigroup Apr 2005 - Jun 2007
Vice President
The Urban Assembly - New York, NY Jun 2002 - Mar 2005
Program Director, Development Director
Morgan Stanley Jun 2000 - Jan 2002
Analyst
Education:
Duke University - The Fuqua School of Business 2008 - 2010
M.B.A.
Princeton University 1996 - 2000
Skills:
Project Management Asset Management HNW Individuals Family Office New Business Development Product Marketing Equities Investor Relations Investment Management Corporate Philanthropy Philanthropy Non-profit Program Development Manage Client Relationships Fixed Income Strategic Partnerships Partnership-building Fundraising Sales