Experience

Tapcheck

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President of Strategic Partnerships

  • May 2022 - Present

• Vice President of Strategic Partnerships

  • 2021 - May 2022

  Tapcheck provides early access to earned wages, effectively reducing the typical 2-week payroll cycle to on-demand. Our service is free for employers to implement and a breeze to administer. Employees access and manage our product using an intuitive app and paycard. My team establishes and manages relationships with our extensive network of PEO/ASO, PSB, HCM, Shift Management, Time & Attendance, and related partners! If you're interested in learning more about EWA, our offering, or… Show more Tapcheck provides early access to earned wages, effectively reducing the typical 2-week payroll cycle to on-demand. Our service is free for employers to implement and a breeze to administer. Employees access and manage our product using an intuitive app and paycard. My team establishes and manages relationships with our extensive network of PEO/ASO, PSB, HCM, Shift Management, Time & Attendance, and related partners! If you're interested in learning more about EWA, our offering, or partnership please reach out!



Confluence Venture Partners

• Managing Partner

  • Jan 2014 - Present

  Confluence Venture Partners advises and offers business and corporate development consulting services to private and public companies across a diverse mix of industries. As active, hands-on operators with financial expertise, we have provided clients and portfolio companies with guidance on product development, channel and distribution strategy, strategic partnerships, joint ventures, hiring, debt/equity financing, business development/sales, organizational structure, and engaging other… Show more Confluence Venture Partners advises and offers business and corporate development consulting services to private and public companies across a diverse mix of industries. As active, hands-on operators with financial expertise, we have provided clients and portfolio companies with guidance on product development, channel and distribution strategy, strategic partnerships, joint ventures, hiring, debt/equity financing, business development/sales, organizational structure, and engaging other professional service providers. Company Portfolio: The Hunt (Acquired by Pinterest) - Social-Driven Shopping - Advisor Fitmob (Acquired by Classpass) - Subscription Fitness Program - Investor HelloGiggles (Acquired by Time, Inc.) - Millenial-Focused Content - Investor Intabio (Acquired by SCIEX) - Real-Time Protein Analysis Platform - Investor Public 🦄 - Commission - Free Trading Meets Social Media - Investor Ordermark - Online Ordering Management for Restaurants - Advisor Tala (InVenture) - (Funded by IVP/Google) - Micro-Loan Lender in Emerging Markets - Advisor NimbleHeart - Clinical-Grade, Remote Cardiac Monitoring - Investor AppOnboard - High-Fidelity Playable Ads - Investor Envoy - Shared EV Mobility - Advisor Adarza Biosystems - High-Sensitivity/Specificity Analyte Detection - Investor Vonjour - Unified Customer Communications and CRM Platform - Co-Founder CapLinked (Funded by Peter Thiel) - Complex Deal Management and File Storage - Investor MeUndies (Funded by Winklevoss Capital) - Online Apparel Brand - Advisor EV Connect - Electric Vehicle Charging Infrastructure - Investor Shelvspace - Wholesale Buying Platform for Consumer Goods - Investor Red Planet Labs - NextGen Infrastructure Scaling Architecture - Investor Monti Kids - Educational Curriculum for 0-3 - Investor Aella - Women's Apparel - Advisor Cortex Composites - Rollable Concrete - Client Show less Confluence Venture Partners advises and offers business and corporate development consulting services to private and public companies across a diverse mix of industries. As active, hands-on operators with financial expertise, we have provided clients and portfolio companies with guidance on product development, channel and distribution strategy, strategic partnerships, joint ventures, hiring, debt/equity financing, business development/sales, organizational structure, and engaging other… Show more Confluence Venture Partners advises and offers business and corporate development consulting services to private and public companies across a diverse mix of industries. As active, hands-on operators with financial expertise, we have provided clients and portfolio companies with guidance on product development, channel and distribution strategy, strategic partnerships, joint ventures, hiring, debt/equity financing, business development/sales, organizational structure, and engaging other professional service providers. Company Portfolio: The Hunt (Acquired by Pinterest) - Social-Driven Shopping - Advisor Fitmob (Acquired by Classpass) - Subscription Fitness Program - Investor HelloGiggles (Acquired by Time, Inc.) - Millenial-Focused Content - Investor Intabio (Acquired by SCIEX) - Real-Time Protein Analysis Platform - Investor Public 🦄 - Commission - Free Trading Meets Social Media - Investor Ordermark - Online Ordering Management for Restaurants - Advisor Tala (InVenture) - (Funded by IVP/Google) - Micro-Loan Lender in Emerging Markets - Advisor NimbleHeart - Clinical-Grade, Remote Cardiac Monitoring - Investor AppOnboard - High-Fidelity Playable Ads - Investor Envoy - Shared EV Mobility - Advisor Adarza Biosystems - High-Sensitivity/Specificity Analyte Detection - Investor Vonjour - Unified Customer Communications and CRM Platform - Co-Founder CapLinked (Funded by Peter Thiel) - Complex Deal Management and File Storage - Investor MeUndies (Funded by Winklevoss Capital) - Online Apparel Brand - Advisor EV Connect - Electric Vehicle Charging Infrastructure - Investor Shelvspace - Wholesale Buying Platform for Consumer Goods - Investor Red Planet Labs - NextGen Infrastructure Scaling Architecture - Investor Monti Kids - Educational Curriculum for 0-3 - Investor Aella - Women's Apparel - Advisor Cortex Composites - Rollable Concrete - Client Show less



AutoNation Mobile Service

• United States
• Motor Vehicle Manufacturing
• 1 - 100 Employee

• Vice President, New Verticals & Strategic Partnerships

  • 2019 - Feb 2021

  Launching our services on commercial properties as an amenity and through employers as a productivity-boosting perk! Incubated by Daimler AG, RepairSmith is bringing convenience and cost transparency to on-demand car service at your home or work. We can handle 85% of service requests on-site, and we directly employ all of our technicians who are equipped with the highest quality tools to service your vehicle efficiently and cleanly! Look out for our blue, branded RepairSmith vans near… Show more Launching our services on commercial properties as an amenity and through employers as a productivity-boosting perk! Incubated by Daimler AG, RepairSmith is bringing convenience and cost transparency to on-demand car service at your home or work. We can handle 85% of service requests on-site, and we directly employ all of our technicians who are equipped with the highest quality tools to service your vehicle efficiently and cleanly! Look out for our blue, branded RepairSmith vans near you! Show less Launching our services on commercial properties as an amenity and through employers as a productivity-boosting perk! Incubated by Daimler AG, RepairSmith is bringing convenience and cost transparency to on-demand car service at your home or work. We can handle 85% of service requests on-site, and we directly employ all of our technicians who are equipped with the highest quality tools to service your vehicle efficiently and cleanly! Look out for our blue, branded RepairSmith vans near… Show more Launching our services on commercial properties as an amenity and through employers as a productivity-boosting perk! Incubated by Daimler AG, RepairSmith is bringing convenience and cost transparency to on-demand car service at your home or work. We can handle 85% of service requests on-site, and we directly employ all of our technicians who are equipped with the highest quality tools to service your vehicle efficiently and cleanly! Look out for our blue, branded RepairSmith vans near you! Show less



ZipRecruiter

• Software Development
• 700 & Above Employee

• Director of Strategic Partnerships & Business Development

  • Nov 2017 - Apr 2019

  Sourcing, evaluating, structuring, negotiating, and executing new strategic partnerships to attract employers and jobseeker at scale to ZipRecruiter's hiring marketplace. Sourcing, evaluating, structuring, negotiating, and executing new strategic partnerships to attract employers and jobseeker at scale to ZipRecruiter's hiring marketplace.



Indeed

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Global Business Development & Strategic Partnerships

  • Jun 2016 - Aug 2017

  Led Business Development & Strategic Partnerships for the launch of Indeed Prime, since re-branded Seen. Led Business Development & Strategic Partnerships for the launch of Indeed Prime, since re-branded Seen.



Vonjour

• Telecommunications

• Co-Founder

  • 2014 - 2016

  Co-founded unified communications company, Vonjour. Personally developed the idea for Text Messaging Concierge, a platform feature that allows companies to communicate with clients via SMS using the same business phone number through which they receive calls. Company continues to grow steadily and serves tens of thousands of paying clients. I now serve in an advisory capacity for the company. I remain an advisor to the company. Co-founded unified communications company, Vonjour. Personally developed the idea for Text Messaging Concierge, a platform feature that allows companies to communicate with clients via SMS using the same business phone number through which they receive calls. Company continues to grow steadily and serves tens of thousands of paying clients. I now serve in an advisory capacity for the company. I remain an advisor to the company.



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Relationship Manager

  • Jul 2010 - May 2014

  Investment Management for UHNW Individuals, Family Offices, Institutions Investment Banking Deals Personally Sourced: $100M MINDBODY IPO (Transaction Date: June 2015) $220M Cornerstone OnDemand Convertible Stock Secondary (June 2013) Series 7 & Series 66 Licensed, CA Insurance Licensed 2014 CEO'S ONE BANK AWARD FOR CROSS-BUSINESS COLLABORATION (<1% of Employees) Investment Management for UHNW Individuals, Family Offices, Institutions Investment Banking Deals Personally Sourced: $100M MINDBODY IPO (Transaction Date: June 2015) $220M Cornerstone OnDemand Convertible Stock Secondary (June 2013) Series 7 & Series 66 Licensed, CA Insurance Licensed 2014 CEO'S ONE BANK AWARD FOR CROSS-BUSINESS COLLABORATION (<1% of Employees)



SightCine

• Entertainment

• Co-Founder

  • 2009 - 2011

  SightCine was a graduate school project that became a company. We funded and built a prototype device that allows hearing-impaired and non-native speakers to comfortably view subtitles on the same screen as regular viewers. I remain a member of the Board of the company. SightCine was a graduate school project that became a company. We funded and built a prototype device that allows hearing-impaired and non-native speakers to comfortably view subtitles on the same screen as regular viewers. I remain a member of the Board of the company.



Redpoint Ventures

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

• MBA Associate

  • Apr 2009 - Apr 2010

  Screened deals for potential and fit with firm’s investment objectives and attended pitches with Partner. Conducted diligence and recommended investment in the firm’s 2009 2nd quarter investment in online education start-up 2tor (IPO 2014). Reviewed and recommended investment in Truecar (IPO 2014). Screened deals for potential and fit with firm’s investment objectives and attended pitches with Partner. Conducted diligence and recommended investment in the firm’s 2009 2nd quarter investment in online education start-up 2tor (IPO 2014). Reviewed and recommended investment in Truecar (IPO 2014).



Google

• United States
• Software Development
• 700 & Above Employee

• Manager - BOLD MBA Intern

  • Jun 2009 - Sep 2009

  Led a strategic project team to assess the revenue and operational impact of the Google Comparison Ads Product Launch on both the Fortune 1000 and online North American sales channels. Presented the delivery structure and implementation strategy for sales, training, support, and staffing to target 10% incremental revenue growth within several select industry verticals. Led a strategic project team to assess the revenue and operational impact of the Google Comparison Ads Product Launch on both the Fortune 1000 and online North American sales channels. Presented the delivery structure and implementation strategy for sales, training, support, and staffing to target 10% incremental revenue growth within several select industry verticals.



Momentum Venture Management

• Greater Los Angeles Area

• MBA Associate

  • Jan 2009 - Mar 2009

  Screened and analyzed deals for presentation to Partners. Attended portfolio companies meetings and worked in an operating capacity on special projects as needed. Screened and analyzed deals for presentation to Partners. Attended portfolio companies meetings and worked in an operating capacity on special projects as needed.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Vice President, Chief Architect of Global Technology Infrastructure

  • Jun 2004 - Jul 2007

  Reporting to the CTO of Global Technology Infrastructure, a $5B line of business formerly managed for the firm by IBM, I ran a multi-year Business Transformation project following the firm's acquisition of BankOne. The scope of our cross-organizational project of over 30 members covered aspects of Organizational Structure Redesign, Business Process Reengineering, Workforce Optimization, System Integration, Technology Selection, and Budget Forecasting and affected operations and processes… Show more Reporting to the CTO of Global Technology Infrastructure, a $5B line of business formerly managed for the firm by IBM, I ran a multi-year Business Transformation project following the firm's acquisition of BankOne. The scope of our cross-organizational project of over 30 members covered aspects of Organizational Structure Redesign, Business Process Reengineering, Workforce Optimization, System Integration, Technology Selection, and Budget Forecasting and affected operations and processes related to technology assets and resources of the firm in more than 50 countries. Show less Reporting to the CTO of Global Technology Infrastructure, a $5B line of business formerly managed for the firm by IBM, I ran a multi-year Business Transformation project following the firm's acquisition of BankOne. The scope of our cross-organizational project of over 30 members covered aspects of Organizational Structure Redesign, Business Process Reengineering, Workforce Optimization, System Integration, Technology Selection, and Budget Forecasting and affected operations and processes… Show more Reporting to the CTO of Global Technology Infrastructure, a $5B line of business formerly managed for the firm by IBM, I ran a multi-year Business Transformation project following the firm's acquisition of BankOne. The scope of our cross-organizational project of over 30 members covered aspects of Organizational Structure Redesign, Business Process Reengineering, Workforce Optimization, System Integration, Technology Selection, and Budget Forecasting and affected operations and processes related to technology assets and resources of the firm in more than 50 countries. Show less



IGT

• United Kingdom
• Software Development
• 700 & Above Employee

• Consultant, Head of Product, Retail Platform

  • Oct 2003 - May 2004

  Led product development team to define and develop the administrative functionality/processes required to deploy lottery products in retail locations: on/off-boarding, payment processing, tax accounting, and reporting. Built team of 14 composed of internal resources, consultants, and new hires sourced specifically for the project. Led product development team to define and develop the administrative functionality/processes required to deploy lottery products in retail locations: on/off-boarding, payment processing, tax accounting, and reporting. Built team of 14 composed of internal resources, consultants, and new hires sourced specifically for the project.



CapitalThinking

• Head of Product

  • Nov 2002 - Sep 2003

  CapitalThinking was a Bessermer-Ventures-backed software firm that was acquired by CapitalStream. Defined and prioritized new features for the company’s deal management software product including loan origination, underwriting, workflow, dynamic document generation, syndication, and securitization. Orchestrated local and offshore, India-based software development and presales technical specialists to sell and customize solutions for key accounts including a Low Income Housing Tax… Show more CapitalThinking was a Bessermer-Ventures-backed software firm that was acquired by CapitalStream. Defined and prioritized new features for the company’s deal management software product including loan origination, underwriting, workflow, dynamic document generation, syndication, and securitization. Orchestrated local and offshore, India-based software development and presales technical specialists to sell and customize solutions for key accounts including a Low Income Housing Tax Credit System for Fannie Mae and a Commercial RE Loan System for EuroHypo AG Show less CapitalThinking was a Bessermer-Ventures-backed software firm that was acquired by CapitalStream. Defined and prioritized new features for the company’s deal management software product including loan origination, underwriting, workflow, dynamic document generation, syndication, and securitization. Orchestrated local and offshore, India-based software development and presales technical specialists to sell and customize solutions for key accounts including a Low Income Housing Tax… Show more CapitalThinking was a Bessermer-Ventures-backed software firm that was acquired by CapitalStream. Defined and prioritized new features for the company’s deal management software product including loan origination, underwriting, workflow, dynamic document generation, syndication, and securitization. Orchestrated local and offshore, India-based software development and presales technical specialists to sell and customize solutions for key accounts including a Low Income Housing Tax Credit System for Fannie Mae and a Commercial RE Loan System for EuroHypo AG Show less



Viant

• Insurance
• 100 - 200 Employee

• Senior Product Manager

  • Aug 1998 - Oct 2002

  Viant was a Kleiner-Perkins-backed Internet consulting firm that went public in 1999. Led multi-disciplinary product development teams, domestically and abroad, to build Web-based businesses for start-up and Global 500 media and entertainment, financial services, healthcare, and retail companies. Viant was a Kleiner-Perkins-backed Internet consulting firm that went public in 1999. Led multi-disciplinary product development teams, domestically and abroad, to build Web-based businesses for start-up and Global 500 media and entertainment, financial services, healthcare, and retail companies.