AboutPrivate-capital-focused investment banker (former sports/health-tech banker) building a two-sided wellness coaching marketplace plus SaaS platform to help coaches run their businesses and consumers discover/vet/book non-regulated wellness modalities. Has an MVP, landing page, and waitlist, and is running a data-driven traction plan (ads, surveys, alpha testing, Discord/Reddit) before pursuing fundraising channels.
ExperienceInvestment Lead Emergence Software
Founder and Managing Partner Wavefront Capital Group LLC
Managing Director, TMT Investment Banking Lead Prime Executions/FCM
EIR, Digital Health Startup Founder Antler Capital
Executive Director, Digital Health Investment Banking Oppenheimer & Company
Executive Director, Head of TMT Private Capital Markets Oppenheimer & Company
Managing Director, Investment Analyst and Trader Pearl Brook Capital Management
Executive Director, US Equities Sales and Trading Oppenheimer & Company
EducationYale School of Management master, Asset Management (2016)
Stanford University bachelor, Humanities (2009)
Key StrengthsBuilt an MVP and landing page with waitlist for a new startup concept Deep understanding of two-sided marketplace dynamics (supply-side beta + demand-side CAC) Data-driven early traction plan (ad experiments, surveys, alpha testing, community channels) Created and launched a new digital health investment banking business line (roadmap, marketing materials, events, client/investor network building) Strong fundraising and capital markets knowledge from private-capital-focused investment banking Domain credibility in wellness/coaching from both professional experience and NASM personal training certification Reference HighlightsStrongly Recommended
exceptional, foundational impact building a new business unit from concept to launch deep sector expertise (technology/digital health) built a revenue-generating practice from scratch developed comprehensive client coverage strategy established effective deal origination processes closed 7 transactions generating high seven-figure revenues cultivated relationships with 15 core clients operates effectively across multiple dimensions simultaneously builds institutional frameworks and credibility in competitive markets trusted judgment on critical strategic decisions rigorous analysis under pressure intellectual honesty; willing to walk away from bad opportunities courage to make contrarian recommendations despite internal pressure systematic, multi-dimensional diligence approach strong strategic mindset for structuring for growth and prioritizing initiatives inspirational leader who empowers teams effective delegation and accountability relentless follow-through with limited resources disciplined prioritization focused on clients and revenue high-urgency execution without being reactive ('no ambulance chasing') fast ramp: first deal closed within 30 days; scaled to 6 deals in 9 months very hard worker super collaborative very responsive resourceful meticulous execution strong attention to detail professional under high stress treats colleagues with respect positive impact on junior staff drives projects end-to-end with minimal support good judgment in critical situations (prevented deal from falling through) consistent follow-through perseverance (never gives up) contributed significant value during a growth period successful deal closures Discover more candidates like Alexandra Search across thousands of pre-screened, high-quality, high-intent candidates on Reval.
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