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2018 - 2024
2021 - 2024
Advised emerging managers on fundraising, LP relationships, fund modeling, portfolio support, deal flow, and operations. Built and implemented “Rising Tech Hub” go-to-market strategy in six metropolitan markets working across business units to advance advocacy, trust, retention, and high product penetration for firms, GPs, their portfolio companies, and founders. ● Onboarded hundreds of new institutional VC clients on funds 1-3, up to $250M, investing in pre-seed through series A tech companies, contributing to team’s 3x practice growth under one year while managing hundreds of millions in client funds. ● Deployed $250k to underrepresented founders, GPs, and community partnerships on behalf of Access to Innovation, the National Strategic Channels Scout program, the Commercial Bank, and the SVB Foundation capturing +50% market share. ● Maintained referral pipeline for SVB Capital's $9B fund of fund investing in top performing and high potential managers.
2018 - 2021
Led southeastern early stage focus on seed through series A venture capital backed companies from Arkansas to Florida, managing a portfolio of 130 client relationships maximizing revenue from newly originated and legacy existing clients. ● Cross-sold banking platform of Venture Debt, Treasury Management, and Private Bank generating multi millions in gross profit from increasing brand visibility in the entrepreneurial community through workshops, panels, office hours, and coaching. ● Deepened relationships with VCs, ecosystem leaders, incubators, and accelerators including 3 different Techstars chapters, resulting in clients raising $166.2M in VC funding locally along with in person trips to NY, Boston, and California.
2017 - 2018
2017 - 2018
Established Investor Relations program at a globally top ranked technology incubator founded in 1980 by curating deal flow for venture capital firms across the country while advising portfolio companies on investor readiness. ● Doubled growth of the “Investor Connect Program” to $175M in 60 deals, making 300 introductions, hosting 45 events. ● Advised on tactical and strategic investor readiness to 85 companies, generating deal flow for 150 VC firms nationwide. ● Showcased in-market presentations of 25 founders to 90 New York & Silicon Valley firms resulting in $28M of funding. ● Built 10,000 person contact database to manage relationships with senior partners, principles, and associates. ● Created and implemented 4 part, 8 hour, seed through series A education curriculum for “Raising Your Round.”
2016 - 2018
2016 - 2018
We build community wealth and power through cooperative real estate, entrepreneurship programs, and access to capital for marginalized communities.
2013 - 2016
2014 - 2016
Ran top ranked angel investing organizations established in 1998 for pre-seed through series A opportunities and education. ● Oversaw angel network deal pipeline for investing $17M into 23 deals, vetting 1,000+ companies, with four company exits. ● Managed senior relationships with 150 angel investors, venture capitalists, LPs, private equity firms, and family offices. ● Coached and led analysts on business model and case evaluation, allowing lean staff to review ~400 companies annually. ● Controlled $2M financial operations, monthly P&L, and annual budget planning for volunteer Board of Directors.
2013 - 2014
● Performed qualitative, quantitative, and financial due diligence on business cases for companies valued up to $8M. ● Improved female leadership development program attendance by 25% through community engagement, marketing, and PR.
2007 - 2011
• Eastern Regional Sales Manager • Product Manager • B2C Business Development Associate
2007 - 2007
2007 - 2007
Led research on improving micro-economic conditions in rural Ecuador including micro-financing, organic certification, and farming cooperatives.
2006 - 2007
2006 - 2007
Oversaw hiring, separations, scheduling, budgeting, payroll approval and adjustments. Thorough customer and group sales service, led daily staff meetings, conducted software and guest hospitality employee training.
2002 - 2005
Promoted events for distinguished guests via web, student outreach, advertisements, and press releases.