Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Bachelor of Arts
Lists including Wendi
Work Experience
2021
Chair, Sarasota 01 Tiger 21
2021
TIGER 21 is a global peer learning community for entrepreneurs and wealth creators with over $20MM in investable assets. We provide a confidential and private setting for members to meet with their peers to solve challenges and share opportunities. Specific topics are wealth preservation, investing, estate planning and family dynamics and philanthropy. Our goal is to empower each member with a personal board of directors towards the overall holistic goal of preserving health, wealth and happiness.
Managing Member
2017
Support Executive Director in management of membership group of investors investing in early stage companies throughout Florida and beyond.
Director Of Operations, General Counsel
2005
Support operations for foundation including legal/corporate compliance, administration, finance, investor, HR and marketing.
President
2005
Operations, business, legal, sales and brand strategy for small businesses and foundations with an emphasis on producing special events to support brand strategies. • Hospitality mobile app start-up (funding agreements, employee agreements, website terms and conditions and software licensing/vendor agreements) • Luxury Lifestyle Magazine (business development to increase online and print sales; online media service agreements associated with e-commerce website, and licensing/releases for celebrity special events and photography services) • Celebrity Information Access Service (business development to increase online sales; lease transactions, employment and settlement agreements, health and corporate insurance matters, privacy and publicity issues, corporate compliance matters and vendor transactions) • Outdoor Gear Product Design Firm (business development, client cultivation and sales for soft goods; partnership, manufacturing, distribution and product licensing agreements) • International Technical Mapping Service (marketing strategy for mapping software; IP, employment and insurance matters, joint venture agreements and government grants) • Adventure Sport Film Festival (business development for Festival events, strategy for corporate re-branding and strategic partnerships; contract management) • Athlete/Talent Representation (management and business development; cultivating sponsorship partners; brand development through website, collateral and promotional videos; talent endorsement and licensing agreements; reality TV and film production/co-production and related agreements) • Fashion/Commercial Photography Business (business development and sales; brand development, review of corporate structure documentation and licenses/releases) • Photographer/Author (sales; intellectual property matters, book publishing and museum exhibition agreements) • Foundation (operations, business strategy/development, contract management, brand (website and logo) development)
2018 - 2023
General Counsel
2018 - 2023
Support operations for early-stage wound care company including legal/corporate compliance, administration, finance, investor relations, and HR.
Vice President
2010 - 2014
THE SAN FRANCISCO MARATHON/WORTH THE HURT/THE BERKELEY HALF MARATHON San Francisco, CA 2010-2014 Vice President • Supported and advised the CEO on overall business strategy and plans for expansion • Developed and cultivated strategic government, corporate and agency partnerships to support the business strategy including The Mayor’s Office, The Governor’s Office, The Golden Gate Bridge, iSCOTT, MUNI, BART and Office of Emergency Management • Developed a runner tourism program in cooperation with The Shanghai Marathon, ChinaSF, and City tourism agencies • Developed and cultivated cross-marketing partnerships including the LA Marathon, Sydney Marathon and Shanghai Marathon • Developed, cultivated and managed a 1M sponsorship portfolio • Developed and managed an in-house legal department including management of outside counsel and IP • Reorganized various departments and programs for greater efficiency and functionality • Problem-solved and provided leadership and management for all departments • Identified new vendors to support programs • Developed and managed the start-up build out of “Worth The Hurt” including managing athletes, budgets, creative direction, brand identity, fundraising platform, marketing and merchandising • Developed and produced two boutique events with The San Francisco Marathon; the Worth The Hurt 52.4 Ultra Marathon and The Economic Impact Delegation Dinner bringing together public officials, key corporate partners and City agencies, the Consulate of the People’s Republic of China and Shanghai Marathon officials • Supported new events team to foster development of new races and partnerships including launch of The Berkeley Half Marathon and partnerships with Cal Athletics, Cal Recreation and Sports, The Mayor’s Office, The Berkeley City Council and The Berkeley Public Schools Fund • Supported public relations and communication and event crisis prevention and management • Supported overall event production for multiple events
2000 - 2005
General Counsel/Executive Manager
2000 - 2005
Drafted, reviewed and negotiated all consultant, employee, lease, vendor and grant agreements Ensured compliance with licensing and copyright laws for fundraising and promotional events Managed incorporation/spin-off from affiliated organization Member of executive management team that managed programs, Board meetings, budgets and corporate restructuring
2000 - 2005
General Counsel/Executive Manager
2000 - 2005
• Managed relationships and contracts with managers, theaters and vendors for celebrity events • Negotiated production agreement with PBS, and album production/licensing agreement with Vanguard Records • Counseled on tax consequences of corporate status and unrelated business income; reviewed fundraising strategy • Managed outside counsel on litigation matters • Ensured government grant compliance for international programs
1997 - 2000
Director of Legal Services/Legal Counsel
1997 - 2000
Directed all aspects of volunteer legal services program Counsel on entertainment related legal and business issues including film, television and music deals, initiated nationwide mentoring program, organized workshops, gave lectures, managed clinic program and directed 350 volunteer attorneys Substantially increased base of service providers by initiating outreach to law firms, expanding services to Virginia and integrated law school clinics