Account Executive

• Apr 2023 - Present

The Leader in Priority Based Budgeting (PBB) software for Local Governments. PBB provides budget intelligence to local government leaders to drive communication and decision-making. • Maximize budgeting transparency & impact • Understand the true cost of doing business • Align resources with community priorities Let data lead the way. The Leader in Priority Based Budgeting (PBB) software for Local Governments. PBB provides budget intelligence to local government leaders to drive communication and decision-making. • Maximize budgeting transparency & impact • Understand the true cost of doing business • Align resources with community priorities Let data lead the way.

Corporate Development Consultant

• Aug 2016 - Mar 2023

Board Observer

• Jun 2013 - Jul 2016

Board Observer

• Feb 2020 - Jan 2021

Boulder AI is a privacy-focused artificial intelligence (AI) camera company founded in 2017. Boulder AI’s deep learning camera systems, software, and AI algorithms provide solutions for smart city applications, business intelligence, logistics, and retail analytics. Boulder AI is a privacy-focused artificial intelligence (AI) camera company founded in 2017. Boulder AI’s deep learning camera systems, software, and AI algorithms provide solutions for smart city applications, business intelligence, logistics, and retail analytics.

Board Observer

• Sep 2019 - Jan 2021

Developer of an endoscopy technology intended to improve gastrointestinal balloon endoscopy for the patient and physician. Developer of an endoscopy technology intended to improve gastrointestinal balloon endoscopy for the patient and physician.

Board Observer

• Jul 2019 - Jan 2021

Epic River’s FinTech platform consists of best-in-class eSign eDelivery, document exchange, borrower portal, and remote online notary. Epic River facilitates all loan types to provide a holistic online lending solution for financial institutions. Their cloud-hosted software makes it easy to transition to online loan closings and our electronic asset vault makes it easy to pledge, sell, collateralize or securitize digital loans. Epic River’s FinTech platform consists of best-in-class eSign eDelivery, document exchange, borrower portal, and remote online notary. Epic River facilitates all loan types to provide a holistic online lending solution for financial institutions. Their cloud-hosted software makes it easy to transition to online loan closings and our electronic asset vault makes it easy to pledge, sell, collateralize or securitize digital loans.

Principal

• Jul 2018 - Jan 2021

Innosphere Ventures Fund is an early-stage venture capital fund leading investment rounds in B2B companies who are driving innovation in SaaS, Cleantech and MedTech. Innosphere Ventures Fund is an early-stage venture capital fund leading investment rounds in B2B companies who are driving innovation in SaaS, Cleantech and MedTech.

Board Observer

• Jul 2018 - Jan 2021

Developer of cloud-based incident management software designed to enhance situational awareness in crisis. The company's software provides complete incident management, command, and control system that increases the availability and accessibility of critical data during emergency incidents and special events with real-time tracking and status information, enabling public safety organizations to assist with incident responses and to deliver quality service to the community. Developer of cloud-based incident management software designed to enhance situational awareness in crisis. The company's software provides complete incident management, command, and control system that increases the availability and accessibility of critical data during emergency incidents and special events with real-time tracking and status information, enabling public safety organizations to assist with incident responses and to deliver quality service to the community.

Senior Analyst

• Jun 2013 - Jul 2016

Raymond James Capital (RJC) is the private equity subsidiary of Raymond James Financial, Inc. RJC invests in recapitalizations, management-led buyouts or buyouts of industry leading middle-market businesses. Raymond James Capital (RJC) is the private equity subsidiary of Raymond James Financial, Inc. RJC invests in recapitalizations, management-led buyouts or buyouts of industry leading middle-market businesses.

OPTIONS Analyst

• Jun 2012 - Jun 2013

Raymond James's rotational program: Corporate Banking, Investment Banking and Financial Services Raymond James's rotational program: Corporate Banking, Investment Banking and Financial Services

Analyst

• Jun 2006 - Feb 2008