Creative. Driven. Analytical. Experienced.For the past several years, I have built a successful career in the investment banking arena. I have held a variety of positions from research associate where I was responsible for quantitative and fundamental research on small and middle capitalization companies in the consumer, industrials and technology sectors to managing a $1B lower middle markets private equity portfolio for one of the largest financial institutions in North America. Most recently, I co-founded Strategic Growth Advisors, LLC which provides marketing and operations consulting for investment management firms that are $10B or less in assets under management. Prior to founding Strategic Growth Advisors, I was the Vice President of Community investment where I was responsible for the oversight and management of the bank’s community investment portfolio which was composed of low income housing tax credits, private equity investments, Community Development Financial Instit