Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Education
Lists including Jen
Work Experience
2022 - 2024
Investor
2022 - 2024
• Investing in Ser A - Ser C companies in the B2B space
2019 - 2022
Equity Research Analyst (Internet consumer technology)
2019 - 2022
• Team ranked #1 in broker votes (amongst all BAML research) and #2 in Institutional Investors • Coverage focused on Travel (Booking, Expedia, Airbnb, TripAdvisor, Trivago), Automotive eCommerce (Carvana, Vroom, ACV Auctions), Upstart, GoodRx, Xometry and Duolingo. • Lead associate in the IPO processes of ABNB, GDRX, VRM, UPST, ACVA, XMTR & DUOL and primary contributor to initiation reports.
2017 - 2019
Analyst
2017 - 2019
• Part of a team managing a student fund of more than $150,000 using a value investment strategy
2018 - 2018
Equity Research Analyst (Enterprise Software)
2018 - 2018
• Co-authored team’s industry primer on Business Intelligence and supported the IPO process of Avalara during internship with the Enterprise Software research team (summer 2018)