Current focus
Leading BizOps for Business Development, Fundraising, Account Management, and Investor Success at Wefunder; building automation, segmentation, and tooling pipelines so teams can operate with fewer meetings and more impact.
Personal site
BizOps leadership that modernizes founder motion, fundraising, and community programs.
Head of Business Operations at Wefunder (YC13). I align automation, tooling, analytics, and partner programs so founder-facing teams can take precise, timely action.
Promoted twice at Wefunder
$30M+ handled, 70+ founders
Automation, SQL, dashboards
Community & strategic partnerships
About
Modern builder blending finance rigor, automation, and relationship design.
Process
- Segmented founder emails by sector and raise size for precise nurturing.
- Reengaged investors by prior activity and areas of interest.
- Built self-serve dashboards (SQL, Zapier, Make) to track fundraising stages, campaign performance, and operational health.
Why it matters
I build for clarity: fewer tools, decisive data, and experiences that let founders spend more time building their business.
Experience
Selected roles that shaped how I build systems for operators.
Head of Business Operations (promoted twice)
- Own BizOps tooling and automation for Business Development, Fundraising, Account Management, and Investor Success.
- Designed founder-facing segmentation based on sector and raise size and investor reengagement based on prior activity and interest.
- Built dashboards in SQL, Zapier, and Make to track stages, campaign performance, and team metrics, enabling timely founder outreach.
Volume Team Lead
- Owned the high-volume business responsible for $30M+ investment volume YTD (~40% of platform revenue).
- Led a six-person team across sales, fundraising, and operations; rebuilt onboarding and tracking flows, cutting time-to-launch by 20%.
- Forged strategic partnerships (Third Derivative, Fibe) that sourced ~$1M additional volume and produced founder events with industry and community leaders.
Inbound BD & Operations Associate
- Qualified leads, led founder intake calls, and maintained CRM for 10,000+ annual inbound applications.
- Supported cross-functional projects, including overhauling founder overview dashboards and communications.
Investment Banking Analyst - Primaries & Secondaries
- Raised ~$5.5B in private equity and private debt capital for top quartile private market investors.
- Structured a +$100M debt fund into a marketable instrument and produced LP market maps, benchmarking, teasers, and model updates.
Fixed Income Trading Off-Cycle Intern
- Supported a $30B AUM multi-sector team covering securitized products, rates, and investment grade/high yield credit.
- Analyzed structured hedging positions and flagged duration drift to inform rebalancing.
Equity Research Spring Analyst - Financial Institutions
- Built exhibits, models, and research to initiate coverage on LatAm fintechs PagSeguro, Stone, and Cielo and briefed trading teams.
Researcher
- Interviewed small business owners, educators, and public officials for FEMA to assess early COVID-19 economic impacts and remedies.
Education
Frameworks that still guide my thinking.
Northeastern University - D'Amore-McKim School of Business
B.S.B.A. - Finance & Financial Technologies - Sep. 2018 - Apr. 2022
- 3.76 GPA - Dean's List - Magna Cum Laude - Honors Program
- TAMID (VP / Director of the Investment Fund), independent research projects in finance and international business.
London School of Economics
Certificate in Machine Learning for Practical Applications - May - Aug. 2020
Skills & interests
Tools, certifications, and curiosities.
Skills
- SQL - R - Bloomberg - CapIQ - Figma - HubSpot - Zapier - Make
- Dashboard design, automation orchestration, CRM hygiene, community programming
Interests & credentials
- Gaming, trivia (LL), and indie rock/folk playlists
- LGBTQ+ rights advocacy, inclusive community building, and cooking
- Series 7, 63, and Securities Industries Essentials (SIE)
Contact
Drop a note or connect on socials.