Biography

This year, I supported founders through: a $20m series A, a $10m+ SMB exit, multiple fundraising rounds, and more. Get expert cap table help → www.vestry.nyc
Seedstage.ai: Powered by a proprietary private capital data engine. Check it out → www.seedstage.ai

▶️ 15+ years solving investor and founder capitalization problems efficiently and cost-effectively.
▶️ 2019: Started a boutique startup founder equity admin consulting practice to make sophisticated equity decision-making and fundraising success accessible to businesses at earlier stages of their growth cycle. www.vestry.nyc
▶️ Top-rated startup equity admin consultant on Upwork.
▶️ Code in Python, build scripts, automations, AI tools, automated databases.
▶️ Carta Certified Expert and Carta Partner.
▶️ Previously registered FINRA Series 63 Uniform Securities Agent and Series 7 General Securities Representative.
▶️ Background: Investment banking and private capital with a specialization in REITs and private real estate. Master’s degree in real estate finance and investment from New York University, Dean’s List. Former adjunct financial modeling and investment analysis instructor to master’s degree candidates.