Invests in
Sectors:
Locations:
Min Investment:
$25,000.00Max Investment:
$100,000.00Target Investment:
$50,000.00
Skills
Education
Lists including Joseph
Work Experience
2024
Client Success Manager
2024
2021 - 2024
Senior Associate
2022 - 2024
Associate
2021 - 2022
2022 - 2023
Scout
2022 - 2023
Completed investment: Yuvo Health
2020 - 2021
Investment Analyst
2020 - 2021
2019 - 2020
Associate
2019 - 2020
2018 - 2019
Consultant to the CFO & COO
2018 - 2019
I was hired by CIP's CFO to provide process improvement consulting services, as well as design and build a financial model for budgeting project proposals. My scope of work expanded to include software implementation, training program design, and additional process improvement services for the COO.
2017 - 2018
Financial Sustainability Analyst (via Princeton in Latin America Fellowship)
2017 - 2018
By way of the Princeton in Latin America fellowship, I worked for the Nature Conservancy in their Finance & Operations Department. My responsibilities included financial reporting, financial statement analysis, financial modeling, and ad-hoc project management on under-resourced initiatives.
2017 - 2018
Fellow
2017 - 2018
Selected as 1 of 30 fellows out of an applicant pool of 300. Worked at The Nature Conservancy in their Finance and Operations Department
2015 - 2017
Program Manager - PMO
2016 - 2017
I worked on two Microsoft Managed Services teams while at Piraeus. I started in an entry-level role and ended managing a team of three. Across these teams, my responsibilities included process design, process improvement, PowerBI dashboard development, training design, email engagement reporting, and CRM administration.
Associate
2015 - 2016