Locations:
Min Investment:
Max Investment:
Target Investment:
(1998 - 2002)
Total Funding: $4M
Total Funding: $44M
Total Funding: $6M
Total Funding: $95M
Total Funding: $5.8M
Total Funding: $1.5B
Total Funding: $320M
Total Funding: $2.9M
Total Funding: $40M
2019
2019
Board Director at CarmaCare, CredCore, Hugo Insurance, Kalepa, Rho, and Teamshares Board Observer at Canvas Medical Active Investments in Comprehensive, Kamino, Sheer Health and Winible Served as firm COO for the first 5 years of the firm
2016 - 2019
2016 - 2019
Launched NM Future Ventures in 2016. NM Future Ventures is the venture capital fund of Northwestern Mutual, a Fortune 100 company. NM Future Ventures invests in early stage companies at the seed through Series B stage. My portfolio investments included Chime, Ladder Life, Amino, OJO, Gabi (acquired by Experian), Biomeme, Forever Labs, Rize (acquired by Fifth Third Bank), and LiveOak Technologies (acquired by Docusign).
2013 - 2016
2015 - 2016
- Led pivot in LearnVest strategy post-acquisition - Spearheaded special projects, including implementation of new KPIs and development of patent pending financial wellness score - Led strategy development for digital business models and new digital products for Northwestern Mutual alongside Chief Digital Officer - Worked with Northwestern Mutual's corporate strategy team to identify additional synergy opportunities between LearnVest and NM for ongoing integration LearnVest was acquired by Northwestern Mutual in 2015 and fully integrated as Northwestern Mutual's entire digital platform.
2014 - 2015
LearnVest was a high-growth financial technology company originally originally backed by Accel Partners. LearnVest was acquired by Northwestern Mutual in May 2015. I was responsible for launching, developing and leading LearnVest's enterprise business, LearnVest at Work, and developing strategic partnerships to accelerate growth. I was also part of the deal team responsible for the sale of LearnVest to Northwestern Mutual in 2015.
2013 - 2014
2012 - 2013
2012 - 2013
2011 - 2011
2011 - 2011
Worked as an analyst during MBA summer and fall for a long/short equity fund. Analyzed investment opportunities in the media, technology, consumer and business services sectors.
2006 - 2010
2006 - 2010
Focused in Oliver Wyman’s Financial Services practice. Performed project work in corporate strategy, corporate finance and advisory, finance and risk, and strategic IT and operations for a full range of financial services institutions, including investment banks, retail and business banks, asset managers, insurers, payments companies, and information services providers.