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2023
2023
Serac Ventures is an Oklahoma-based early-stage venture capital firm investing in the next generation of global companies. Our competitive advantage is our ability to invest where others won’t creating differentiated opportunities to achieve outsized returns. Port co's include: Emtech, BUMP, Solo Funds, and Social Crowd. If you're a founder, we'd love to hear from you. Please submit your information here: https://www.seracventures.vc/founders
2023
2023
2017 - 2023
2017 - 2023
Spur Capital Partners specializes in early-stage technology and life science venture capital fund investments. In my role I was responsible for sourcing and performing due diligence on investment opportunities, monitoring existing portfolio investments, serving on the investment committee, and investor relations.
2014 - 2017
2014 - 2017
As the Director of Angel Investments, I managed SeedStep Angels and the Oklahoma Angel Fund I. SeedStep Angels is a network of SEC-accredited high net-worth individuals and organizations that invest in early stage companies. I also served on the investment team for the Oklahoma Angel Fund I, a private investment fund that invested in seed/growth stage companies. As a Venture Advisor, I worked with early stage companies to analyze market opportunities, develop business strategies, hone in on competitive advantages, prepare investor presentations, model financial projections, and structure capital raises.
2013 - 2014
2013 - 2014
Participated on safety and soundness examinations of community and regional banking organizations. I evaluated banking organizations' financial condition, operational and lending functions, and risk management practices. On various examinations I was the Asset Manager where I oversaw a team of loan reviewers who assessed the asset and credit quality of banking institutions’ loan and investment portfolio.
2011 - 2013
2011 - 2013
As an Investment Advisor with Morgan Stanley I worked with high net-worth clients to construct investment portfolios comprised of US and International equities and fixed income holdings. I used a variety of different options strategies to generate incremental revenue and mitigate downside risk.
2007 - 2011
2007 - 2011
2005 - 2007
2005 - 2007