Experience

Cadenza Bio

• Biotechnology Research
• 1 - 100 Employee

• Co-Founder & CEO

  • Apr 2022 - Present

  Focused on development of novel therapeutic drugs for treatment of demyelinating, inflammatory and neurodegenerative diseases



Tulsa Innovation Labs

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• BloomOK Program Manager

  • Mar 2022 - Present

  Tulsa, Oklahoma, United States BloomOK support due diligence activities and provides virtual health subject matter expertise to regional investors. By supporting existing sources of capital with BloomOK’s deep subject matter expertise, we aspire to unlock and expedite investment in the region’s virtual health start-ups.



Rev1 Ventures

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Advisory Partner

  • Apr 2021 - Present

  Actively supporting early-stage technology-based ventures to validate key proof points, drive commercialization, attract partners and/or customers, access capital and support growth to scale.



Boyd Street Ventures

• Venture Capital & Private Equity

• Investment Committee Member

  • Jan 2021 - Present

  Norman, Oklahoma, United States



SmartHealth Catalyzer, Inc.

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• VP of Venture Creation

  • Feb 2021 - Present

  Building biotech startup companies around life science technologies developed at Midwest universities.



C Square Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Founder & Managing Partner

  • Oct 2014 - Present

  Oklahoma City, Oklahoma, United States Leveraging a unique combination of science and business acumen to bridge the gap between entrepreneurs and investors. For scientists, universities and entrepreneurs - · Advising on the commercialization and/or regulatory path for new technologies and products · Organizing and preparing materials for fundraising · Building a data room and facilitating effective communications with potential investors For angel investors, VCs and family offices - · Evaluating new… Show more Leveraging a unique combination of science and business acumen to bridge the gap between entrepreneurs and investors. For scientists, universities and entrepreneurs - · Advising on the commercialization and/or regulatory path for new technologies and products · Organizing and preparing materials for fundraising · Building a data room and facilitating effective communications with potential investors For angel investors, VCs and family offices - · Evaluating new technologies for merit and market acceptance · Performing a deep dive diligence review for investment consideration · Managing portfolio company operations and/or performance Show less



i2E Management Company, Inc.

• United States
• Venture Capital and Private Equity Principals

• Vice President & Director of Investments

  • Jul 2019 - Jan 2021

  Oklahoma City, Oklahoma, United States • Managed the deal pipeline from search through closing across 3 venture funds • Led due diligence efforts to evaluate 40+ companies for potential investment • Closed $20M+ in funding from iMCI managed funds in venture rounds totaling $46M+ • Actively participated in portfolio management for 10 companies with 2 board seats • Involved in strategy/business development, exit negotiations, and company restructuring • Evaluated bridge and/or follow on financing requirements for… Show more • Managed the deal pipeline from search through closing across 3 venture funds • Led due diligence efforts to evaluate 40+ companies for potential investment • Closed $20M+ in funding from iMCI managed funds in venture rounds totaling $46M+ • Actively participated in portfolio management for 10 companies with 2 board seats • Involved in strategy/business development, exit negotiations, and company restructuring • Evaluated bridge and/or follow on financing requirements for portfolio companies including assessment of progress on milestones specific to prior investment, proposed use of funds and goals for new capital Show less



i2E, Inc.

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Venture Advisor & Director of Academic Research Assessment

  • Sep 2015 - Jun 2019

  Oklahoma City, Oklahoma Area • Provided advisory services to 30+ clients across multiple tech-based industries • Identified management, capital, and regulatory requirements as needed and outlined mechanisms to achieve such requirements • Participated in deal negotiations, including review of deal documentation, due diligence, syndication and facilitation of closing for client companies receiving investment funds • Closed $15M+ in equity investments for 9 client companies



TreMonti Consulting

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Consultant (Part-time)

  • Jun 2014 - Jun 2018

  • Prepared market analyses and contact lists for university TTOs • Evaluated IP and assessed commercialization strategy for emerging technologies



EpimedX, LLC

• United States
• Biotechnology Research

• Associate Director of R&D

  • Mar 2014 - Aug 2015

  Oklahoma City, Oklahoma Area • Involved in all aspects of business development and scientific research • Managed two technicians and directed daily tasks in the laboratory • Prepared briefing documents and facilitated Pre-IND meeting with the FDA • Wrote, assembled and managed successful NIH Phase I SBIR grant (awarded $218,000) and OCAST OARS grant (awarded $160,000) • Led investor relations

• Research & Development Project Manager

  • Mar 2013 - Mar 2014

  Oklahoma City, Oklahoma Area • Responsible for managing all aspects of preclinical development of EdX-17; • Worked closely with founders and investors to strategize and attain milestones; Prepared bi-monthly and annual reports for advisors and investors; Organized and led meetings with internal staff, advisors, collaborators, and investors

• Consultant (Part-time)

  • Aug 2012 - Mar 2013

  Oklahoma City, Oklahoma Area • Prepared SBIR Fast-Track grant application documents



Oklahoma Medical Research Foundation

• United States
• Research Services
• 300 - 400 Employee

• Associate Research Scientist

  • Aug 2009 - Mar 2013

  Postdoctoral research with Courtney Griffin, PhD Developmental biology including embryonic dissections and histological techniques; Molecular biology including qPCR & ChIP; Analyzed/interpreted data; Wrote and submitted two manuscripts and one review article for peer-review and publication; Presented data at research conferences and departmental seminars.

• Fellow in Technology Transfer Office

  • Jan 2012 - May 2012

  Oklahoma City, Oklahoma Area Part-time internship

• Fellow

  • Jan 2012 - May 2012

  Oklahoma City, Oklahoma Area Part-time internship



University of Illinois at Urbana-Champaign

• Higher Education
• 1 - 100 Employee

• Graduate Research Assistant

  • Aug 2005 - Jun 2009

  Graduate research with Ann Nardulli, PhD Molecular biology including protein expression and purification; Troubleshot experiments; Analyzed/interpreted data; Mouse colony breeding and maintenance; Planned and implemented weekly lab meetings; Wrote and submitted three peer-reviewed papers and one book chapter; Collaborated with colleagues on several projects; Presented data at research conferences and departmental meetings.

• Graduate Teaching Assistant

  • Jan 2007 - May 2008

  Introduction to Human Physiology Lab (MCB 104) Systems & Integrative Physiology (MCB 402) Led laboratory sections of 15-20 students; Worked in a team of 6-8 course coordinators; Prepared, proctered and graded exams.

• Research Specialist

  • Jun 2003 - Aug 2005

  Research with Ann Nardulli, PhD Molecular biology; Troubleshot experiments and analyzed/interpreted data; Managed graduate students, undergraduate researchers and hourly workers; Organized purchasing and cataloging of supplies and reagents.

• Undergraduate Teaching Assistant

  • Aug 2002 - May 2003

  General Chemistry (CHEM 101 & CHEM 102) Led discussion sections (two 1-hr sessions per week) with 20-30 students; Planned lessons & designed quizzes to test knowledge.



Tate & Lyle - A.E. Staley

• Undergraduate Research Assistant

  • May 2002 - Aug 2002

  Undergraduate research with Nian Shi, PhD Project: Increasing efficiency of lactic acid production in yeast. Proficiency in basic biochemistry and molecular biology techniques.



University of Rochester

• United States
• Higher Education
• 700 & Above Employee

• Undergraduate Research Assistant

  • May 2001 - Aug 2001

  Undergraduate research with Paul D. Coleman, PhD Project: Gene expression in neurodegenerative disease. Basic understanding of molecular biology techniques.