Experience

Groove Capital

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

• Partner

  • Mar 2021 - Present

  Groove combines the power of an early stage investment fund and an angel network. My role spans investor relations, strategy & operations, and community building. What I love most about this work is: ✔ building Minnesota's most active angel network through meaningful connections with current and new investors ✔ helping solve problems and adding value to our continuously growing portfolio of companies ✔ serving as a thought leader sharing my experiences through speaking engagements and serving as a columnist discussing all things angel investing and the local startup ecosystem. Show less



Forge North

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Fellow

  • Apr 2021 - Present

  I lead Forge North's angel activation work, which is a multi-year campaign to increase the number of angel investors in Minnesota. We are focused: awareness, education, community, and activation. It's an exciting time to be doing this work, because: ✔The demographics of who is participating as an angel investors is changing (trending younger and more diverse). ✔It is helping solve one of the biggest challenges for startups in Minnesota—access to early-stage capital ✔It materially has an impact on our local economy. In 2021, DEED calculated nearly $40M was angel invested, resulting in the creation of 900 direct and indirect jobs. Show less



Proxy Financial

• United States
• Financial Services
• 1 - 100 Employee

• Chief Strategy Officer (CSO)

  • Jan 2019 - Aug 2021

  At Proxy Financial I worked with our leadership team and board members to translate long term goals and ideas into short term actionable items to be executed at department levels. I benchmarked goals and report to stakeholders on progress, while assessing how to be more impactful or when to make pivots. Operationally, I put our goals into action through: ✔ Serving as fund manager onboarding projects, ensuring compliance, and providing continued project management for our Private Equity and EB-5 deals ✔ Overseeing due diligence and loan servicing ✔ Relationship manager for our high net worth investors and project developer clients Show less



Baker Tilly Capital

• Minneapolis

• Director of Client Services

  • Jun 2016 - May 2018

  I served as the technical EB-5 expert, working across departments and collaboratively with outside partners to deliver client services by: ✔ Project managing the development of 100+ business plans, economic studies, and operational plans ✔ Maintaining strong client relations, closing new sales, and proactively identifying new business opportunities ✔ Developing marketing strategies and coordinating over 50 conference and events I served as the technical EB-5 expert, working across departments and collaboratively with outside partners to deliver client services by: ✔ Project managing the development of 100+ business plans, economic studies, and operational plans ✔ Maintaining strong client relations, closing new sales, and proactively identifying new business opportunities ✔ Developing marketing strategies and coordinating over 50 conference and events



North Dakota/Minnesota EB-5 Regional Center

• United States
• Financial Services

• Director

  • Mar 2013 - Jun 2016

  I started at the Regional Center as a Project Analyst and through a series of promotions took over as Director. I am most proud of: ✔ Growing the project portfolio from $1M to $138 Million, which created over 50,000 new jobs in North Dakota and Minnesota ✔ Hiring, training, and managing an amazing team spanning 3 countries, and establishing the company’s first international office ✔ Planning and managing an operational budget of $500K and leading the organization to its first year of profitability Show less



U.S. Department of Homeland Security

• Government Administration
• 700 & Above Employee

• Director of Public- Private Partnerships

  • Aug 2011 - Feb 2013

  DHS had a unique Center of Innovation at the United States Air Force Academy. I was first brought on through a prestigious fellowship, before being asked to join full-time as Director of Public-Private Partnerships. In this role, I worked with our many inter-agency government partners and key industry partners to collaboratively conduct research and development on cutting edge technologies in cyber security. My work included: ✔Leading the establishment of the Academy’s Anti-Malware Lab ✔Managing research budget of $5M ✔Serving as Program Manager for 5 technology research projects involving Intel Corp, IBM, and DMI Show less



Center for Rural Health

• United States
• Research Services
• 1 - 100 Employee

• Software Commercialization Business Consultant

  • May 2009 - Aug 2009

  As an outside technology transfer consultant, I worked with the Center of Rural Health to evaluate whether they should spin off, or keep in-house, a recently developed software reporting system. This consulting work including: ✔Analyzing and evaluating current nonprofit business model to alternatives, including SaaS, in order to optimize revenues from the software ✔Making strategic recommendations and creating a ready-to-implement plan to establish a spin-off software company. As an outside technology transfer consultant, I worked with the Center of Rural Health to evaluate whether they should spin off, or keep in-house, a recently developed software reporting system. This consulting work including: ✔Analyzing and evaluating current nonprofit business model to alternatives, including SaaS, in order to optimize revenues from the software ✔Making strategic recommendations and creating a ready-to-implement plan to establish a spin-off software company.