Locations:
Min Investment:
Max Investment:
Target Investment:
High School
(2004 - 2008)
2022 - 2023
2022 - 2023
2020 - 2022
2020 - 2022
2018 - 2020
2018 - 2020
Investing in student-run startups for a student-run venture capital firm backed by First Round Capital – sourcing potential investments, generating investment decisions, and mentoring prospective and portfolio companies
2019 - 2019
2019 - 2019
Performing customer discover to identify viability of an Alzheimer’s-focused go-to-market strategy for a pre-seed MedTech startup. Exploring new go-to-market strategy for sales and partnerships with pharmaceutical companies; identified active clinical trials targeting Multiple Sclerosis and Alzheimer’s treatments, quantifying cost-benefit analysis for technology over existing solutions in clinical trial operations.
2019 - 2019
2019 - 2019
Sourced and performed due diligence on potential seed and pre-seed investment opportunities in the Direct-to-Consumer Packaged Goods, MedTech, enterprise SaaS, Industrial IoT, and HR Tech sectors. Performed exploratory research to identify nascent sectors within micromobility. Developed thesis and framework to evaluate investment opportunities in digital identity and privacy to guide diligence on blockchain-enabled digital identity (self-sovereign identity) platforms.
2016 - 2018
2016 - 2018
Managed Public Finance portfolio consisting of municipalities, non-profit service providers, public utilities, retirement systems, and transportation agencies
2013 - 2016
2013 - 2016
Originated potential investments for federal New Markets Tax Credit (NMTC) funds and private equity real estate funds. Developed internal investment sourcing procedures and systems for NMTC funds and private equity funds. Performed initial underwriting and site visits for potential investments. Project manager for structuring and fundraising of mission-driven private equity real estate funds. Performed annual Community Impact Surveys for to ensure compliance with Federal guidelines related to NMTC investments. Drafted and published industry leading Impact Reports analyzing the economic impact on the local and national economy resulting from NMTC investments.
2013 - 2013