Strategic Finance & Capital Markets Lead

• Feb 2022 - Sep 2023

- Led fundraising efforts with institutional investors - Collaborated with the executive team on economic proposals focused on unit economics, developed ROI models to assist with enterprise sales, and partnered with product/sales teams on pricing model strategies - Designed the capital market strategy for the $POKT utility token - Led fundraising efforts with institutional investors - Collaborated with the executive team on economic proposals focused on unit economics, developed ROI models to assist with enterprise sales, and partnered with product/sales teams on pricing model strategies - Designed the capital market strategy for the $POKT utility token

Corporate Development & Partnerships

• Oct 2020 - Feb 2022

- Designed, implemented, and scaled our inorganic growth process. - Drove 2 buy-side acquisitions which enabled DreamBox to achieve ~140% TAM expansion, 30% ARR expansion, and expanded our customer value proposition with the most efficacious dual-discipline solution in the K12 EdTech market. - Managed the sell-side due diligence process and strategic positioning in partnership with our investors, executive team, and investment bank to achieve an exit that fueled the next phase of… Show more - Designed, implemented, and scaled our inorganic growth process. - Drove 2 buy-side acquisitions which enabled DreamBox to achieve ~140% TAM expansion, 30% ARR expansion, and expanded our customer value proposition with the most efficacious dual-discipline solution in the K12 EdTech market. - Managed the sell-side due diligence process and strategic positioning in partnership with our investors, executive team, and investment bank to achieve an exit that fueled the next phase of DreamBox growth. Show less - Designed, implemented, and scaled our inorganic growth process. - Drove 2 buy-side acquisitions which enabled DreamBox to achieve ~140% TAM expansion, 30% ARR expansion, and expanded our customer value proposition with the most efficacious dual-discipline solution in the K12 EdTech market. - Managed the sell-side due diligence process and strategic positioning in partnership with our investors, executive team, and investment bank to achieve an exit that fueled the next phase of… Show more - Designed, implemented, and scaled our inorganic growth process. - Drove 2 buy-side acquisitions which enabled DreamBox to achieve ~140% TAM expansion, 30% ARR expansion, and expanded our customer value proposition with the most efficacious dual-discipline solution in the K12 EdTech market. - Managed the sell-side due diligence process and strategic positioning in partnership with our investors, executive team, and investment bank to achieve an exit that fueled the next phase of DreamBox growth. Show less

Investor

• Dec 2021 - Dec 2021

Treasury management operating system for crypto organizations and DAOs Treasury management operating system for crypto organizations and DAOs

Investor

• Sep 2021 - Sep 2021

Increasing the transparency and liquidity of alternative assets. Alt is a platform that lets you invest in alternative assets just like stocks. Democratizing access to investing in alternative assets via fractional ownership. Increasing the transparency and liquidity of alternative assets. Alt is a platform that lets you invest in alternative assets just like stocks. Democratizing access to investing in alternative assets via fractional ownership.

Investor

• Jul 2021 - Jul 2021

“Shopify for tutors”. Wise is a “business in a box” platform for K12 educators in India. “Shopify for tutors”. Wise is a “business in a box” platform for K12 educators in India.

Investor

• Jun 2021 - Jun 2021

The best way to launch your startup with an API-partnership ecosystem first approach. Capbase provides cap table and corporate management software to startups. This includes everything from the cap table to contracts, and on to startup compliance (think fundraising with a SAFE or convertible note, IP assignments, employee stock option management, and most of all corporate document management). The best way to launch your startup with an API-partnership ecosystem first approach. Capbase provides cap table and corporate management software to startups. This includes everything from the cap table to contracts, and on to startup compliance (think fundraising with a SAFE or convertible note, IP assignments, employee stock option management, and most of all corporate document management).

Investor

• Apr 2021 - Apr 2021

Platform powering the creator economy Platform powering the creator economy

Investor

• Feb 2021 - Feb 2021

A low-code platform built by developers, for developers to accelerate software delivery, by up to 20X A low-code platform built by developers, for developers to accelerate software delivery, by up to 20X

Investor

• Feb 2021 - Feb 2021

Making education accessible to all with Income Share Agreements Making education accessible to all with Income Share Agreements

Investor

• Jan 2021 - Jan 2021

StoryBook app - Improve your baby’s sleep through bedtime stories, lullabies, and massages from the #1 parenting app in over 60 countries StoryBook app - Improve your baby’s sleep through bedtime stories, lullabies, and massages from the #1 parenting app in over 60 countries

Implementation & Customer Success Manager

• Sep 2019 - Oct 2020

Director of Strategy & Corporate Development

• Jul 2017 - Sep 2019

Collaborate with the CEO and leadership team to develop strategies to drive organic and inorganic growth through M&A, strategic account management or innovating our service offerings to align with future market demands in the public sector

Business Analyst

• Jun 2016 - Jul 2017

Managed our technology modernization initiative on a $150K budget to upgrade all laptops, migrate our data to the cloud as well as upgrade our productivity software applications used for sales/marketing, project delivery, and finance/accounting Designed our business analytics dashboard which includes: employee utilization to assess productivity, client acquisition/retention to measure sales trending/growth and financial forecasting to ensure we achieve our planned 35% YOY profit… Show more Managed our technology modernization initiative on a $150K budget to upgrade all laptops, migrate our data to the cloud as well as upgrade our productivity software applications used for sales/marketing, project delivery, and finance/accounting Designed our business analytics dashboard which includes: employee utilization to assess productivity, client acquisition/retention to measure sales trending/growth and financial forecasting to ensure we achieve our planned 35% YOY profit growth Designed the enterprise-wide budget process to ensure a minimum 50% sales and 35% profitability YOY growth rate for the enterprise

Investor

• Jan 2019 - Jan 2019

Make your team faster, smarter, tighter—with 70% fewer meetings and 80% more insights Make your team faster, smarter, tighter—with 70% fewer meetings and 80% more insights

Senior Analyst; Business Transformation Office

• Aug 2012 - May 2016

About DTCC: For more than 40 years, DTCC and its family of companies has served as the premier post-trade market infrastructure in the industry, advancing the automation, centralization, standardization and streamlining of processes critical to the markets’ safety and soundness. Today, we stand at the center of global trading activity, processing trillions of dollars of securities transactions on a daily basis. Through our subsidiaries, we simplify the complexities of clearance… Show more About DTCC: For more than 40 years, DTCC and its family of companies has served as the premier post-trade market infrastructure in the industry, advancing the automation, centralization, standardization and streamlining of processes critical to the markets’ safety and soundness. Today, we stand at the center of global trading activity, processing trillions of dollars of securities transactions on a daily basis. Through our subsidiaries, we simplify the complexities of clearance, settlement, asset servicing, global data management and information services for equities, corporate and municipal bonds, government and mortgage-backed securities, derivatives, money market instruments, syndicated loans, mutual funds, alternative investment products and insurance transactions. Responsibilities/Accomplishments: Managed and designed the annual Balanced Scorecard program which is a set of 25 measures that aligned with our corporate strategy and was used to assess enterprise-wide performance which determined bonus funding for ~6K employees; this consisted of managing 30 information providers, database administration and generating monthly reports by turning data into information and presenting action-oriented material to the CEO Designed an enterprise-wide business case solution to improve our investment decisions for a $400M project portfolio Structured a cost to serve program to improve the profitability of our $300M+ derivatives business which consisted of jurisdictional financial transparency, forecasting and assessing client profitability which led to a repricing strategy Supported our global workforce (~6K) location strategy which was focused on restructuring our employees to optimize expenses, efficiency & risk mitigation Show less About DTCC: For more than 40 years, DTCC and its family of companies has served as the premier post-trade market infrastructure in the industry, advancing the automation, centralization, standardization and streamlining of processes critical to the markets’ safety and soundness. Today, we stand at the center of global trading activity, processing trillions of dollars of securities transactions on a daily basis. Through our subsidiaries, we simplify the complexities of clearance… Show more About DTCC: For more than 40 years, DTCC and its family of companies has served as the premier post-trade market infrastructure in the industry, advancing the automation, centralization, standardization and streamlining of processes critical to the markets’ safety and soundness. Today, we stand at the center of global trading activity, processing trillions of dollars of securities transactions on a daily basis. Through our subsidiaries, we simplify the complexities of clearance, settlement, asset servicing, global data management and information services for equities, corporate and municipal bonds, government and mortgage-backed securities, derivatives, money market instruments, syndicated loans, mutual funds, alternative investment products and insurance transactions. Responsibilities/Accomplishments: Managed and designed the annual Balanced Scorecard program which is a set of 25 measures that aligned with our corporate strategy and was used to assess enterprise-wide performance which determined bonus funding for ~6K employees; this consisted of managing 30 information providers, database administration and generating monthly reports by turning data into information and presenting action-oriented material to the CEO Designed an enterprise-wide business case solution to improve our investment decisions for a $400M project portfolio Structured a cost to serve program to improve the profitability of our $300M+ derivatives business which consisted of jurisdictional financial transparency, forecasting and assessing client profitability which led to a repricing strategy Supported our global workforce (~6K) location strategy which was focused on restructuring our employees to optimize expenses, efficiency & risk mitigation Show less

Consultant

• 2013 - 2013

Business Analyst

• Jun 2012 - Jul 2012

Developed Excel models/algorithms using logic from our clients property and casualty insurance manuals & actuarial tables to deduce premiums associated with user inputs; partnered with our development team convert these models into web based apps for our clients to efficiently manage their business online Developed Excel models/algorithms using logic from our clients property and casualty insurance manuals & actuarial tables to deduce premiums associated with user inputs; partnered with our development team convert these models into web based apps for our clients to efficiently manage their business online

Accounts Payable Auditor

• Jun 2011 - May 2012

Investigated invoices with the accounts payable team & recovered ~$600K Produced an auditing methodology that captured potential fraud, spending trends & compliance with Masonite's T&E policy; which was approved by the CAO Investigated invoices with the accounts payable team & recovered ~$600K Produced an auditing methodology that captured potential fraud, spending trends & compliance with Masonite's T&E policy; which was approved by the CAO

Assistant Financial Advisor

• Jan 2011 - Mar 2012

Researched retirement, equity, fixed income and mutual fund strategies using Morningstar that aligned with client demands and risk tolerance levels Researched retirement, equity, fixed income and mutual fund strategies using Morningstar that aligned with client demands and risk tolerance levels

Transportation Engineering Analyst

• Aug 2009 - May 2010

Analyzed graphical data in Excel and assisted the transportation engineers derive algorithms in Visual Basic to predict track traffic flow throughout parking lots Analyzed graphical data in Excel and assisted the transportation engineers derive algorithms in Visual Basic to predict track traffic flow throughout parking lots