Invests in
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Education
Lists including David
Work Experience
2024
Head of Strategic Initiatives
2024
2022 - 2023
Chief Development Officer
2022 - 2023
2021 - 2022
Principal
2021 - 2022
2021 - 2021
Senior Director of Strategic Programs
2021 - 2021
Revalize is the global leader in sector-specific software solutions that help manufacturers optimize revenue operations through design applications, engineering simulations, product selection, CPQ, PIM, visualization, and data analytics. Headquartered in Jacksonville, FL, the company serves over 8,000 customers across the globe. Revalize is a portfolio company of TA Associates.
2019 - 2021
Vice President of Marketing and Strategic Development
2019 - 2021
AutoQuotes delivers SaaS Quote to Cash (Q2C) solutions for manufacturers and distributors of B2B finished products, including PIM, CPQ and design applications. With offices in Atlanta and Jacksonville in the US, and Birmingham, UK, the company serves customers throughout the Americas, the UK and Europe. AutoQuotes is a portfolio company of Luminate Capital Partners.
2018 - 2019
CEO-in-Training (CIT)
2018 - 2019
Alpine Investors is a values-driven private equity firm with a mission to build enduring companies by working with, learning from and developing exceptional people in its PeopleFirst mission. Alpine specializes in lower middle-market (i.e. valuations of $10M to $150M) companies in the software, online and business services industries. The firm has raised more than $1.3 B of committed capital and has invested in 52 companies since its inception in 2001.
2018 - 2019
Vice President of New Markets
2018 - 2019
2017 - 2017
Summer Consultant
2017 - 2017
2016 - 2016
Dukakis Fellow for Government Efficiency
2016 - 2016
2011 - 2015
Director for Special Projects and Programs
2013 - 2015
Directed special projects within Yale's Conferences & Events business, including creating and executing strategic turnaround plan and re-org for the business.
Woodbridge Fellow
2011 - 2013
Integral member of the launch team for Yale-NUS College in Singapore, Asia's first residential liberal arts college.