Sectors:
Locations:
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Target Investment:
2024
Identify and analyze fintech trends with a focus on the startup and venture capital ecosystem. Explore developments that will be impactful to Fidelity and introduce senior leadership to those developments.
2022 - 2023
2022 - 2023
Brightside is a venture-backed financial care platform built to help working Americans. Provided as an employer-provided benefit, Brightside combines advice from real financial experts with financial products and technology that relieve financial stress, lower healthcare costs, and improve productivity.
2014 - 2022
2020 - 2022
Building a strategic partnership function with a focus on product integrations and expanding Yodlee’s capabilities to support its bank and fintech customers. Also exploring new verticals and use cases, and identifying M&A and investment opportunities.
2014 - 2020
I run the Envestnet | Yodlee Incubator, which helps developers, innovators and entrepreneurs launch disruptive data-driven companies and accelerate their growth. We provide access to the Yodlee data platform, mentorship, technical support, cash, and opportunities to network across the Yodlee ecosystem of large financial institutions and growth companies. If you are working on an application or startup that can leverage Yodlee's unique data, we’d like to hear about it.
2013 - 2014
2013 - 2014
Ran private company calling effort at boutique investment bank focused on mobile and wireless technology. Spoke with hundreds of startup CEOs and built relationships with startups up and down the technology stack, from infrastructure to the application layer. Provided introductions between startups and advised CEOs on M&A and capital-raising. Brought mobile executives at large companies into the ecosystem and introduced to startups.
2011 - 2012
2011 - 2012
Led group responsible for all corporate relationships at this digital media non-profit. Generated 50% of organization’s funding through a variety of content licensing transactions with cable, media, entertainment and technology companies. Worked with partners to integrate into existing products and to build new products. Developed strategy to drive organization into mobile and education markets. Closed deals with major wireless carrier, leading e-commerce company and large omni-channel retailer.
2005 - 2011
2005 - 2011
Provided business and corporate development services to technology companies. Consulted on sales, licensing, strategic partnerships, acquisitions, and product positioning. Clients included: - Mobile gaming company - Wifi networking manufacturer - Digital music provider - Computer-aided design software vendor - Video processing semiconductor designer
2005 - 2011
2005 - 2011
Created and bootstrapped company to design and manufacture high-end pet supplies. Formulated brand concept and worked with designers to develop product line. Sourced offshore manufacturing and developed distribution channel. Product sold nationwide through neighborhood pet boutiques and online.
2003 - 2005
2003 - 2005
Responsible for acquisitions, divestitures and investments. Closed three acquisitions with a total value of more than $400 million, including acquisition of publicly traded company. Managed $40 million strategic investment portfolio. Divested analog design center. Rationalized three investment programs, including an in-house venture fund. Ran auction to sell off non-strategic assets in venture portfolio.
1998 - 2001
1998 - 2001
Member of senior management team recruited to leverage existing media brand into online business. Formulated business development strategy and built team to implement that strategy, doing seminal work in conceptualizing the structure of online partnerships. Team initiated, negotiated and closed more than 100 partnerships, generating greater than 25% of business unit revenues. Deal types included revenue production, user generation and content licensing. Helped manage company through repeated 100%+ growth years.
1997 - 1998
1997 - 1998
Member of founding team of early clicks and mortar play in the plant sector. Developed business plan and raised $6 million in equity. Refocused company on retail component. Chain opened three units in Portland and Phoenix.