Invests in
Sectors:
Locations:
Min Investment:
$50,000.00Max Investment:
$5,000,000.00Target Investment:
$500,000.00
Skills
Education
- Uo
Lists including Marshall
Work Experience
2021
General Partner
2021
Fund I: Early stage focused on Health, Wealth, & Sustainability Fund II: Mature seed stage focused on B2B and B2C SaaS with higher probability outcomes Founded by Tim Arnold and Marshall Smith, our general partners have experience as innovators, operators, founders, and mentors. We support founders by offering a proprietary framework for executive and team decision-making, as well as proven playbooks for product, marketing, operations, finance, and team development.
2019
Founder/Chief Activation Officer/Fractional COO
2019
As a Fractional COO, I provide operations consulting services for startups and established businesses in a wide range of industries, specializing in financial services and Fintech. From concept to activation, I provide the operational knowledge and support to allow you to focus on your clients, services and product while enhancing your business model.
2021 - 2024
Angel Investor
2021 - 2024
Due Diligence Committee
2021 - 2022
2014 - 2019
Chief Operating Officer
2016 - 2019
Miracle Mile Advisors is an SEC Registered Investment Advisory firm that specializes in providing comprehensive financial planning and sophisticated investment advice to high net worth families. As Chief Operating Officer I managed and oversaw all aspects of the firm including operations, sales, technology, compliance, HR, trading, new business, billing and maintenance.
Director of Operations
2014 - 2016
2006 - 2014
Operations & Project Manager
2014 - 2014
Oversaw the day-to-day operations of our main Century City office, supporting financial advisors, assistants, security traders, compliance officers and clerical staff while serving as an integral information resource to our four branch offices.
Associate Advisor
2009 - 2013
Provided support in the managing of a Senior Partner/CFO’s institutional book of business increasing assets under management by 66% ($139.8 million) from 2009-2014.
Operations/New Business Specialist
2008 - 2009
Responsible for the approval and processing of all new business paperwork for both investment accounts and insurance contracts.
Compliance/New Business Associate
2006 - 2008
Assisted in New Business processing and implementation while providing assistance to the head of the Compliance Department in enforcing SEC and FINRA regulations.