Invests in
Sectors:
Locations:
Min Investment:
$500,000.00Max Investment:
$1,500,000.00Target Investment:
$1,000,000.00
Skills
Financial Analysis
Team Leadership
Strategic Planning
Investment Banking
Investor Relations
Management
Strategic Financial Planning
Managerial Finance
Team Building
People Management
Financial Advisory
Financial Reporting
Financial Planning
Financial Operations
Financial Management
Project Management
Software Project Management
Relationship Management
Financial Accounting
Revenue Forecasting
Education
- SU
- HB
- Uo
Work Experience
2023
Board Partner
2023
T
2021
Board Member, Lead Independent Director, Audit Committee Chair
2021
2021
Board Member, Audit Committee Chair
2021
2021
Limited Partner
2021
2019
Limited Partner
2019
2013 - 2023
Board Member, Audit Committee Member, Cyber & Technology Oversight Committee Member
2013 - 2023
2019 - 2021
CFO
2019 - 2021
Led the company's IPO in 2020; developed an innovative structure for pricing and allocations as described in the book "Going Public" by Dakin Campbell.
2018 - 2020
Board Member, Audit Committee Member
2018 - 2020
2015 - 2018
CFO
2015 - 2018
Led the finance, accounting, analytics, legal, people ops, facilities, and customer support teams. Led the sale of the company to Block in 2018 (NYSE:SQ)
2014 - 2018
Board Member
2014 - 2018