Experience

Oak Investment Partners

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

• Office Manager | Executive Assistant

  • Mar 2001 - Present

  San Francisco Bay Area Oak Investment Partners is focused on venture capital investments in companies developing communications systems, information technology, new Internet media, healthcare services and Fintech. In this role, I am responsible for supporting business development, fundraising, and networking initiatives; advising partners and senior executives at portfolio companies on capital markets; collaborating on due diligence for prospective deals; liaising with limited partners; consistently building… Show more Oak Investment Partners is focused on venture capital investments in companies developing communications systems, information technology, new Internet media, healthcare services and Fintech. In this role, I am responsible for supporting business development, fundraising, and networking initiatives; advising partners and senior executives at portfolio companies on capital markets; collaborating on due diligence for prospective deals; liaising with limited partners; consistently building and nurturing relationships in the investor community. Show less



Thomas Weisel Partners

• Investment Banking
• 1 - 100 Employee

• Associate

  • 2000 - 2001

  Thomas Weisel Partners is a private wealth management firm with over $4.6B in assets under advisement. TWP works with high net worth clients to provide a personalized approach and an emphasis on education. In addition to my wealth management responsibilities I created restricted stock marketing marketing materials, mentored new department hires and worked with venture services on a variety projects. As an associate, I was responsible for client management, cross-selling and deepening… Show more Thomas Weisel Partners is a private wealth management firm with over $4.6B in assets under advisement. TWP works with high net worth clients to provide a personalized approach and an emphasis on education. In addition to my wealth management responsibilities I created restricted stock marketing marketing materials, mentored new department hires and worked with venture services on a variety projects. As an associate, I was responsible for client management, cross-selling and deepening existing relationships; new business development; advising clients on capital markets. Show less



Montgomery Securities

• Associate

  • 1998 - 2000

  San Francisco Bay Area As an associate, I was responsible for equity and fixed income trading, cash management; developing new and expanded existing business; preparing asset allocations; overseeing implementations and monitoring portfolios for clients.



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor

  • 1996 - 1998

  As a financial advisor, I was responsible for developing client relationships with individuals, families, and businesses around financial planning, retirement planning, and estate planning, investment guidance, and cash management.