Invests in
Stages:
Locations:
Min Investment:
$1,000,000.00Max Investment:
$20,000,000.00Target Investment:
$10,500,000.00
Skills
Education
- Uo
- DH
Lists including Christian
Investments
Work Experience
2019
Investor
2019
Early stage - buyout technology investing across healthcare (Blue Venture Fund), sustainability (Cultivian Sandbox), and insurance (Sandbox Insurtech Ventures).
2020
Investor
2020
Board Observer (Sept 2020 - Mar 2023)
2017 - 2019
Investment Banking Analyst
2017 - 2019
Power, renewable energy, and clean tech coverage team
2014 - 2017
Administrative Office Supervisor
2014 - 2017
ADMINISTRATIVE OFFICE SUPERVISOR (September 2014 - May 2017) -Promoted to Administrative Office Supervisor where I was given the additional responsibility of managing 9 administrative office assistants by delegating tasks and projects to be completed. ADMINISTRATIVE OFFICE ASSISTANT (April 2014 - September 2014) -Provided superior customer service by serving as an informational resource to patrons. -Performed general office duties and supported Wellness Center executives
2016 - 2016
Investment Banking Summer Analyst
2016 - 2016
Launching Leaders Scholarship Recipient
2015 - 2015
Inside Access Day Participant
2015 - 2015
2015 - 2015
SEO Edge Investment Banking Prospective Intern
2015 - 2015
-Complete online and in-person training, including Wall Street Core Skills Academy, covering technical skills in addition to finance fundamentals and professional development skills relevant to Investment Banking -Analyze financial statements and studied finance through online courses including Introduction to Financial Statements and Introduction to Corporate Finance, and Introduction to Equity Valuation -Networked with SEO alumni, staff, and fellow interns as an SEO Access Participant (May 2014- August 2014)
2015 - 2015
Multi-Manager Solutions Intern
2015 - 2015
-Multi-Manager Solutions has $106 billion in outsourced assets under investment management for pension plans, insurance companies, private investors, foundations, and endowments. -Multi-Manager Solutions creates customized investment plans for these clients utilizing actively managed international and U.S. equity, fixed income, emerging and minority manager, family investment programs, and alternative investments.
2014 - 2014
Private Wealth Management Intern
2014 - 2014
2012 - 2014
Taekwondo Instructor
2012 - 2014
-Certified 2nd Dan Black Belt (World Taekwondo Federation, 2009) -Taught students of all ages the art of Taekwondo -Coached and trained students for tournaments, including the Junior Olympics