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Investor
Oct 2021
MindBridge is the global leader in AI-powered financial decision intelligence.
We help finance and audit professionals find what others miss, protect margins, and make smarter decisions across the business. Trusted by leading organizations worldwide, MindBridge applies proven AI at scale to turn complex financial data into clear, confident insight.
With more than 120 billion transactions analyzed, MindBridge sets the standard for accuracy, transparency, and impact in modern finance.
Experience · 5 entries
All (5)
Investments (1)
2022
Senior Associate
Aug 2022
PeakSpan Capital is a growth equity firm based in New York City and Silicon Valley. Having partnered with over 57 scale-ups and with $2.5B+ in assets under management (AUM), PeakSpan’s mission is to be the partner of choice for growth-stage entrepreneurial teams building category-defining software for business buyers of all sizes. PeakSpan combines deep domain expertise across a select set of sectors with multiple homegrown, proprietary, and patented technology platforms that provide visibility into company and market performance, helping disruptive entrepreneurs drive resilient, risk-adjusted value creation.
To learn more about PeakSpan Capital and its portfolio, please visit: www.peakspancapital.com.
2021
Investor
Oct 2021
MindBridge is the global leader in AI-powered financial decision intelligence.
We help finance and audit professionals find what others miss, protect margins, and make smarter decisions across the business. Trusted by leading organizations worldwide, MindBridge applies proven AI at scale to turn complex financial data into clear, confident insight.
With more than 120 billion transactions analyzed, MindBridge sets the standard for accuracy, transparency, and impact in modern finance.
2020
Investment Banking Associate
Nov 2020
J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients interests first.
J.P. Morgan is part of JPMorgan Chase & Co. (NYSE: JPM), a global financial services firm.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
© 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.
2018
Investment Banking - Technology M&A
2018
Atlas Technology Group is a technology-focused investment bank with particular expertise in providing sell-side M&A advisory services to global software companies. Our other services cover the full range of strategic transactions including buy-side M&A advisory, private placements, carve outs, and spin offs. We offer our combination of sector-based expertise and investment banking skills to companies globally from our offices in San Francisco.
The quality of our differentiated advice is a function of both our focus and the depth of experience of our partners, who were senior technology bankers (both bulge bracket and boutique), research analysts, and public and private equity investors with extensive track records prior to coming together at Atlas. Our partners are “hands-on” in managing assignments and typically operate as multi-partner teams. We bring our clients, whether public or private companies, unparalleled access to strategic buyers and PE/growth investors globally.
Ultimately, our strengths in providing strategic and tactical expertise, critical industry knowledge, relationships with strategic buyers, and our partners’ depth of deal experience and business judgment make Atlas the “advisor of choice” in technology M&A.
Atlas Technology Group is a member of FINRA. BrokerCheck firm summary available at http://brokercheck.finra.org/Firm/Summary/152828.
2016
Quantitative Analyst, Portfolio Stress Testing
2016
MUFG (Mitsubishi UFJ Financial Group) is one of the worlds leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with over 2,100 locations in more than 40 markets including the Americas, Europe, the Middle East and Africa, Asia and Oceania. The Group has over 120,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. Through close partnerships among our group companies, the Group aims to be the worlds most trusted financial group, flexibly responding to all of the financial needs of its customers, serving society, and fostering shared and sustainable growth for a better world. MUFGs shares trade on the Tokyo, Nagoya, and New York stock exchanges. Watch our profile video: https://youtu.be/htyOjA1H6bQ Details of MUFGs Group companies can be found at the following websites: http://www.bk.mufg.jp/global http://www.tr.mufg.jp/english https://mufgamericas.com https://www.mufgemea.com http://www.hd.sc.mufg.jp/english
©2024Mitsubishi UFJ Financial Group, Inc. All rights reserved. The MUFG logo and name is a service mark of Mitsubishi UFJ Financial Group, Inc.
