Invests in
Locations:
Min Investment:
$250,000.00Max Investment:
$3,000,000.00Target Investment:
$1,500,000.00
Skills
Portfolio Management
Mutual Funds
Financial Services
Securities
Hedge Funds
Risk Management
Asset Management
Fixed Income
Business Transformation
Capital Markets
Alternative Investments
Start-ups
Equities
Business Development
Investments
Asset Managment
Strategic Planning
Relationship Building
Strategic Partnerships
Team Management
Education
Lists including Jack
Investments
Work Experience
Senior Advisor
2022
BE
2023
Chairman of the Board of Directors
2023
Board Member
2024
Board Member
2018
2023
Advisory Board Member
2023
2016
Chairman of the Board of Directors
2016
2016
Vice Chairman of the Board and Chair of the Audit and M&A Committees
2016
Partner
2016
2015
Board Member
2015
2015 - 2016
Chief Executive Officer
2015 - 2016
Led tech focused fintech start-up from design phase to rollout. Developed value proposition and marketing strategy. Led fundraising efforts generating significant increase in the company's valuation.