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Overview
Based in New York. I lead investor relations at Zoom. Built the operating model the board used for a $165 million raise. Most at home with fundraising and equity. I volunteer with a food bank on weekends.
Good reasons to reach out
- Second opinions on investor relations decisions
- Questions about investor relations
- Speaking or podcast invitations
Please don't message about
- Offshore staffing offers
- Agency or outsourcing pitches
- Investment schemes
Replies between meetings, usually same day
Skills
equityinvestor relationsfundraisingboard reporting
Experience
- Finance ManagerAug 2024 - PresentZoom · 2 yr 3 mo · Full-time · New York, NY
- Built the operating model the board used for a $31 million raise.
- Saved $6 million a year renegotiating vendor contracts.
- Took forecast accuracy to within 3% for 4 straight quarters.
- Senior Financial AnalystFeb 2022 - Aug 2024Reddit · 2 yr 6 mo · Full-time · New York, NY
- Closed the books in 5 days, down from 18.
- Financial AnalystMay 2018 - Feb 2022Mastercard · 3 yr 9 mo · Full-time · New York, NY
- Saved $3 million a year renegotiating vendor contracts.
References
No references yet.
Education
- Ohio State UniversityBA, Economics2013 - 2017
Details
Compensation expectations
What they are targeting for their next role.
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Direct contact details
Direct email and a scheduling link.
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