Invests in
Stages:
Sectors:
Locations:
Min Investment:
$3,000,000.00Max Investment:
$7,000,000.00Target Investment:
$5,000,000.00
Skills
Education
- Uo
Lists including Alison
Investments
Work Experience
2019
Venture Partner
2019
2021 - 2023
Chief Financial Officer
2021 - 2023
2020 - 2021
Interim CEO and Board Member
2020 - 2021
2017 - 2019
Chief Executive Officer
2017 - 2019
Nearly 133 million people in the U.S. have one or more chronic conditions—that’s almost half of all adults. UpWell Health strives to help this population feel normal by providing medications, products, services, information, and community support—all with a level of customer service and convenience rarely found in healthcare. At UpWell, we help people with chronic conditions live healthy, fulfilled lives and “feel normal.” While our core focus is on prescription fulfillment, we’re much more than that. We are advocates and allies in providing the solutions, knowledge, tools, and encouragement our users need to lead empowered, simpler lives.
2010 - 2017
Managing Director
2010 - 2017
Mercato Partners is a trusted growth capital investor for expansion stage companies seeking acceleration and scale. Mercato understand real growth requires more than just capital, it takes understanding customer behavior, market dynamics and sales strategy. Mercato seeks minority equity investments in technology, branded consumer and digital media companies and has invested in a number of notable companies including Skullcandy (IPO in 2011), Fusion-io (IPO in 2011), MediConnect Global (acquired by Verisk Health in 2012) and Control4 (IPO in 2013). Other investments include DOMO, Steelhouse, Alliance Health, Stance, CradlePoint, Altitude Digital, Untangle and Central Logic. For more information visit www.mercatopartners.com.
2007 - 2010
CFO
2007 - 2010
Zane Benefits, Inc. is a leading provider of Defined Contribution Employer Health Benefits programs and tools to U.S. employers and their employees. The company is best known for its ZaneHRA platform (see www.ZaneHRA.com).
2002 - 2010
Principal
2002 - 2010
PEC is a private equity fund primarily invested in venture stage companies. Established in 2002, the fund invested in 10 technology companies including AdvancedMD, SolutionReach and mediaFORGE.
1998 - 2002
Vice President
1998 - 2002
Boutique merchant bank serving the Intermountain West. Acted as advisor to a wide range of companies to complete leveraged and equity finance transactions.
1995 - 1998
Financial Analyst
1995 - 1998