I’ve also served as a general manager for a PE-backed software company that’s now publicly traded as a management consultant for Bain & Company. And, very early on, a paper company salesperson (and, no, it was not Dunder Mifflin).
Having been in the industry for 20-plus years, I’ve never seen another firm like Oaklyn Consulting. As an IB group head, I observed firsthand Oaklyn Consulting’s unique ability to meet unmet needs, which helped my team maintain valued relationships with clients. I liked Oaklyn Consulting’s approach and growing track record so much that I decided to join the firm.
At Oaklyn Consulting, I do two things. First, I advise entrepreneurs and investors. It’s my most important mandate, as well as the most meaningful and fun thing I get to do. Second, I help other financial services firms and professionals succeed and grow.
I’m quite enthusiastic about advocating Oaklyn Consulting’s capabilities and expertise to my clients and helping to enable the firm to serve more people and businesses.
