Experience

disAbled Life Alliance

• United States
• Financial Services
• 1 - 100 Employee

• Founder & Managing Partner

  • Jan 2022 - Present

  Boston, Massachusetts, United States Intentionally launched as public benefit corporation with a simple vision: Identifying inequitable disparities, developing scalable solutions, and distributing measurable impact throughout diverse populations comprising the broader disAbled community. This entity will give us the opportunity to bring my passion, my first hand knowledge, my career experience and my networks to unblock barriers and unlock resources vital to normalizing life for those of us with differences.



Springhood Ventures

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

• Venture Partner

  • Sep 2023 - Present

  Boston, Massachusetts, United States Backing emerging companies tackling the biggest problems in children’s health!



Benefunder

• United States
• Financial Services
• 1 - 100 Employee

• Managing Partner

  • Aug 2019 - Nov 2021

  San Francisco Established Benefunder Capital Markets providing a compliant model for sourcing, vetting and investing in innovative private companies and funds addressing our clients social impact agendas. Utilized years of experience as well as integration of technology to aid in the investment process on behalf of Family Offices and Foundations.



Cavendish Capital Markets

• Managing Partner

  • Aug 2018 - Aug 2019

  San Francisco Bay Area Formation of Cavendish Capital Markets was the culmination of a three-year relationship, built on our shared views of how best to provide a more efficient engagement for private funds, companies and 501(c)(3)s with the investors and donors seeking them out.



Idlewood Capital Partners

• Financial Services

• Founder & Chief Executive Officer

  • Jun 2012 - Aug 2018

  San Francisco Bay Area I founded Idlewood Capital Partners, LLC (“ICP”). My sole focus was bringing together Investors and Alternative Investment Managers in a trustworthy, direct and innovative way. The rapidly growing online and independent private capital marketplaces created a host of issues which ICP addressed. Among those are: fragmented access, misaligned objectives of marketplace intermediaries, opaque databases, sub-institutional quality deal opportunities, lack of trusted sponsors, and lack of broad… Show more I founded Idlewood Capital Partners, LLC (“ICP”). My sole focus was bringing together Investors and Alternative Investment Managers in a trustworthy, direct and innovative way. The rapidly growing online and independent private capital marketplaces created a host of issues which ICP addressed. Among those are: fragmented access, misaligned objectives of marketplace intermediaries, opaque databases, sub-institutional quality deal opportunities, lack of trusted sponsors, and lack of broad adoption by institutional caliber investors. This situation created a growing divide between Emerging Managers, their Funds, and Private Companies and the investors they are looking to attract. Outside the online and independent private capital marketplaces, the institutional players have a bias towards larger, established investment prospects. The combination of these factors leaves a disproportionate amount of quality deals in the lower-middle private capital markets unaddressed by current market participants. To address this growing fragmentation between emerging/smaller scale Alternative Investment Managers and Accredited Investors ICP created a more efficient, stream-lined process saving time and resources for both Managers and Investors. Show less



BRiley & Company

• Managing Director | Institutional Sales | Director of Business Development

  • Oct 2011 - May 2012

  San Francisco Bay Area Evaluated current service needs and product satisfaction levels with established customers. Strategized with sales team to prospect and qualify potential customers within assigned geographic territories. Participated with account executives to penetrate new accounts, identify potential customers. Created alternative business plans to improve customer relationships.



Merriman Capital, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director, Capital Markets

  • Apr 2011 - Oct 2011

  San Francisco Bay Area Brought best practices leadership back to the company. Supervised a multi- product sales force. Built relationships with customers to establish long-term business growth. Developed quarterly and annual sales department budgets. Instituted monthly/quarterly performance evaluations.



Gleacher & Company

• Investment Banking
• 1 - 100 Employee

• Institutional Sales

  • Mar 2010 - Mar 2011

  San Francisco Bay Area Analyzed products to develop customized client specific strategies for growth initiatives. Developed metrics and measured success to further penetrate the marketplace. Collaborated with internal product management and senior management to achieve growth objectives.



Pali Capital

• Financial Services
• 1 - 100 Employee

• Managing Director, Head of West Coast Sales

  • Aug 2008 - Feb 2010

  San Francisco Bay Area Planned and executed all aspects of opening first West Coast office. Managed over 100 targeted accounts working directly with Senior Management. Created company's account penetration business plan for West Coast. Maximized revenues by implementing creative sales techniques and proper firm product utilization.



Jefferies

• United States
• Investment Banking
• 700 & Above Employee

• Senior Executive

  • Sep 1989 - Jul 2007

  Greater Los Angeles Area Top Tier Institutional sales producer. Held progressively significant sales management roles. Responsible for the creation of multi product sales force integration and compensation models. Coordinated an increasing product and services distribution effort.