Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Cordero
Investments
Work Experience
2019
Partner & Investment Team Lead
2023
Partner
2022
Partner & Director - Finance and Investments
2019 - 2022
Member Board of Directors
2020
- Governance Committee - Chair - Loan Committee - Member - IT Committee - Member
2011 - 2022
Color Commentator (Television)
2011 - 2022
As a color-commentator for ESPN3 and Spectrum Sports, I used my experience as a Division-I student-athlete (basketball) to help the audience understand the nuances of the game. After being part of over 30 radio broadcasts in the same role, I was a part of over 100+ broadcasts for the University of Wisconsin-Green Bay men's and women's basketball teams.
2011 - 2019
AVP Trust Relationship Manager, CWS
2018 - 2019
Private Client Institutional Services - Worked with clients, families, and businesses manage their assets and executed as a fiduciary for their estate and business plans. During this time, I also served on the corporation's Diversity and Inclusion Council. As well as Co-chaired a colleague resource group, the Cultural Awareness Network.
VP Senior Client Advisor, CWS
2015 - 2017
Private Client Institutional Services - I assisted high-net-worth individuals, business owners and their families with managing their wealth. I worked closely with clients to understand their goals and objectives, and then assembled the proper team of Associated experts to develop a customized plan.
Senior Banker
2013 - 2015
Responsible for finding financial solutions for consumers and businesses within the greater Green Bay community. • One of fifteen 2014 Colleague Brand Ambassadors
Premier Banker
2011 - 2013
2010 - 2011
Personal Banker
2010 - 2011
Credit Analyst
2010 - 2010