Experience

Fuel Venture Capital

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

• Advisory Board Member

  • Mar 2017 - Present

  Serve the Limited Partners of this venture capital fund; represent the LPs by conducting governance oversight of the General Partners/fund. Serve the Limited Partners of this venture capital fund; represent the LPs by conducting governance oversight of the General Partners/fund.



Tributary Mutual Funds

• Lead Independent Director

  • Nov 2016 - Present

  Serve the shareholders of this fund family as a member of the Board of Directors and as lead independent director. Serve the shareholders of this fund family as a member of the Board of Directors and as lead independent director.



*

• United States
• Restaurants
• 1 - 100 Employee

• Retired

  • May 2012 - Present

  Retired from American Century Investments after 17 years and currently seeking mutual fund or corporate board assignments. Retired from American Century Investments after 17 years and currently seeking mutual fund or corporate board assignments.



Life Equals

• Türkiye
• Strategic Management Services
• 1 - 100 Employee

• Board Member

  • Jul 2017 - Jun 2018

  Served as a board member for this early-stage, private company. Served as a board member for this early-stage, private company.



Rx Savings Solutions

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Advisory Board Member

  • Nov 2013 - Aug 2015

  Rx Savings Solutions is a healthcare consumerism company focused on helping self-funded companies/government entities and their employees lower the cost of their prescription drug spend. Rx Savings Solutions is a healthcare consumerism company focused on helping self-funded companies/government entities and their employees lower the cost of their prescription drug spend.



American Century Investment Services, Inc.

• United States
• 1 - 100 Employee

• President & CEO

  • Jan 2009 - May 2012

  Oversaw the general governance process for American Century Investment's broker/dealer subsidiary. Oversaw the general governance process for American Century Investment's broker/dealer subsidiary.



American Century Investments

• United States
• Financial Services
• 700 & Above Employee

• Senior Vice President, Intermediary Sales

  • May 1995 - May 2012

  Worked within the Intermediary Sales division helping to build out different sales organizations within the department. Became the business unit head in January, 2009 assuming the profit and loss responsibilities for the entire division. Worked within the Intermediary Sales division helping to build out different sales organizations within the department. Became the business unit head in January, 2009 assuming the profit and loss responsibilities for the entire division.



State Street Bank

• Vice President, U.S. Mutual Fund Services

  • 1993 - 1995

  Developed and maintained customer relationships by calling upon senior level executives at mutual fund companies. Developed and maintained customer relationships by calling upon senior level executives at mutual fund companies.



UMB Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Securities Administration

  • 1989 - 1993

  Established and maintained customer relationships for the custody and cash management divisions. Mostly worked with mutual fund and some insurance companies. Established and maintained customer relationships for the custody and cash management divisions. Mostly worked with mutual fund and some insurance companies.



Goldman Sachs

• United States
• Financial Services
• 700 & Above Employee

• Associate

  • Sep 1982 - Feb 1989

  Started on the internal sales desk in Chicago and was promoted to an external sales role moving to San Francisco in 1984. Worked with institutional clients selling money market and fixed income mutual funds. Started on the internal sales desk in Chicago and was promoted to an external sales role moving to San Francisco in 1984. Worked with institutional clients selling money market and fixed income mutual funds.