Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Master of Business Administration - MBA
(2021 - 2022)
Bachelor of Science
Lists including Jacob
Work Experience
2023
Sr. Research Analyst, ETF and Indexed Strategies
2023
Lead research and oversight of investment stewardship for passive investment products
2022 - 2023
Principal
2022 - 2023
Investment Principal of Buoyant Ventures debut $76 million early stage climate-focused venture fund.
MBA Candidate
2021 - 2022
1 Year Full Time MBA Program
2021 - 2022
MBA Intern
2021 - 2022
Supported Ramp’s Finance team on strategic initiatives, process improvements and documentation
2021 - 2021
MBA Intern
2021 - 2021
MBA intern in support of Sandbox InsurTech, a stage agnostic venture fund investing in software solutions which address strategic challenges within the Insurance industry
2020 - 2021
MBA Intern
2020 - 2021
MBA intern in support of Buoyant Ventures, an early stage venture fund dedicated to investing in digital technologies which mitigate, or help adapt to, climate change. Led research focused on the intersection of Climate and FinTech
2013 - 2020
Business Manager, Investment Portfolio Trading
2018 - 2020
Served as Director and Business Manager of Wells Fargo's Investment Portfolio Trading division
Principal Investments, Financials Sector
2014 - 2018
VP and Senior Analyst in Wells Fargo's buy side proprietary investment portfolio covering the Financials sector
Market Risk Consultant
2013 - 2014
Designed, developed and maintained risk reporting packages to provide transparency and oversight of potential enterprise vulnerabilities
2011 - 2012
Portfolio Monitoring Analyst
2011 - 2012
Post-undergraduate training program within US Bank's corporate lending division