Invests in
Sectors:
Locations:
Min Investment:
$1,000.00Max Investment:
$25,000.00Target Investment:
$5,000.00
Skills
Education
- BU
- So
- CR
- HU
- So
Lists including Kevin
Investments
Work Experience
2023
Customer Success Manager - Enterprise
2023
Customer relations. Renewals. Account Management. Partner Management. API integrations. Global deployments. Social media. Onboarding. Training. Upsell. Compliance.
Chief Investment Officer
2016
Investments, Philanthropy, and Business Consulting
2022 - 2023
Manager, Implementation Services
2022 - 2023
Helped hire and manage a team of five implementation coordinators. Developed onboarding program through several iterations, managed escalations and helped reduce churn.
Implementation Coordinator
2022 - 2022
2019 - 2021
Senior Enterprise Implementation Manager
2021 - 2021
Enterprise Onboarding Specialist
2019 - 2021
Customer Success Specialist
2019 - 2019
2018 - 2020
Regional Business Development - Austin
2018 - 2020
Compound is reimagining the way the world invests in urban residential real estate — one apartment at a time... company acquired by Republic in June 2020.
2014 - 2016
Partner
2014 - 2016
Silicon Hills Wealth Management is an Austin, Texas based investment and financial advisory firm focused on providing a complete portfolio of services to help clients manage their financial lives.
2015 - 2015
Contributing Writer
2015 - 2015
Contributed articles to Building Wealth: Professional financial advisers share fresh insights and best practices for working with clients to build and protect wealth.
2012 - 2014
Financial Professional
2012 - 2014
2002 - 2012
Global Services
2002 - 2012
Project Manager and Service Delivery Manager
1999 - 2002
Owner/Director at Lake Austin Fine Arts
1999 - 2002
Fine Art photography gallery I built and managed in Austin, Texas. Represented top tier artists like William Wegman, Joel Sternfeld, Mark Seliger, Neil Leifer and Julius Shulman among others. Winner of Austin Critics Table award.