Almost 30 year career in investment banking advising both late stage private and small to mid size public companies in healthcare, technology and consumer which resulted in successfully raising $6 billion of equity and debt capital for over 500 unique companies via private placements, IPO's, follow ons and strategic ventures. Reviewed thousands of business plans, models and operating strategies wh... Read more
Santhosh is a senior risk professional with 10+ years of extensive global experience in the financial services industry covering market, credit, and liquidity risks. Worked for both Sell-side and Buy-side firms covering different asset classes and products/strategies developing Risk Analytics, Ris metrics, Risk framework and Risk reporting. He is also a very experienced supervisor, and recruiter i... Read more
Meenal is presently working as a consultant with Praxis Global Alliance. She has experience forming GTM strategies for logistics, infrastructure, and B2B e-commerce players. Before this, she worked as a transaction professional with Deloitte and KPMG. She has experience in advising and implementing complex yet tax-efficient structures within the ambit of governing laws & regulations, addressing... Read more
Founder / Chief Investment Officer - Performed investment management for individuals and investment advisors. - Maximized ROI for $35M in sub-advised assets by conducting investment analysis, trading, quarterly rebalancing, and ensuring compliance. - Created ESG-focused equity and bond portfolios. - Traded assets for 2 RIA firms concurrently and meticulously. - Steered a sub-advised firm thro... Read more
Michael is a Principal at Lewis & Clark Ventures, a US-based early-stage tech fund focused on investing in B2B SaaS companies. Prior to joining Lewis & Clark Ventures, Michael worked at Five Elms Capital, a B2B SaaS-focused growth equity firm. He previously spent time with a lower middle market private equity firm and began his career in investment banking.
Highly influential finance executive, with extensive experience in modelling, reporting, and raising capital. Public speaking and executive presentations experience, having spoken at TEDx twice and delivered over 100 presentations to executives around the world. Experience working in different parts of the world with teams from all over the world. Have led diverse teams and established bes... Read more
My career spans over 25 years in the valuation and banking industry. During that time, I have mentored over 100 people in various areas of business, banking, and real estate. Helping people grow is a passion of mine, as I also am a foster parent. If you are looking for guidance on how to decide on which career path to choose and what it takes to get there, I am a great resource. One of my bigg... Read more
3 years of experience in banking including Leveraged Finance, Credit Underwriting, and Loan Structuring & Syndications. Additional 1 year of experience working for a Tech Start-Up doing Corporate Strategy.
I’m an experienced capital markets marketer/ originator with 10 years experience in derivatives sales and trading. I received the CFA Charter in 2018 and my MBA from NYU Stern School of Business in 2023. I have worked for various financial institutions throughout my career, including JP Morgan, TD Securities, and currently Webster Financial Corporation. After working at JP Morgan in their deriva... Read more
In the past eight years of my working career, I have learned the art of sales, built my own clientele in two different industries, led two different teams (ranging from 5-40 directs) and managed the administrative, operational and organizational aspects of multiple executives. I started out at Tom James (Louisville, Kentucky) as a Professional Clothier / Salesman where I built my own Clientele... Read more
Mayuran is an Engagement Manager who excels in supporting clients in transformation their organization in order to scale efficiency. Mayuran has helped numerous clients through understanding their current issues, developing a business case/target state operating model and helping them with the implementation of their goals. Prior to his time in consulting, he started my career in audit whe... Read more
Driven and experienced Capital Markets Advisor with over 17+ years of experience in Investment Banking and Capital Markets Advisory. I have been advising a broad range of Financial Institutions and Corporates from global and/or national champions to small, niche players, on Capital Management and Financing Strategies. In my successive positions I had the chance to successfully led several comp... Read more