Experience

Elevation AI

• United States
• Technology, Information and Internet
• 1 - 100 Employee

• Co-Founder | CFO

  • May 2021 - Present

  Austin, Texas, United States



SiO Capital

• United States
• Venture Capital and Private Equity Principals

• Managing General Partner

  • Jan 2021 - Present

  Houston, Texas, United States



Equinox Capital

• United States
• Financial Services

• Principal / CEO

  • Mar 2017 - Present

  Houston, Texas Area Lead Equinox Capital's strategic efforts to seek passive / managed alternative investment opportunities in Mid Size Businesses and collateralize obligations. EQNX check size ranges between $100k - $1M short-term loan investments. EQNX focuses on medium risk non-institutional cash flowing opportunities by experienced, established operators. EQNX manages a group of private investors. We welcome the opportunity to network with investors and operators so please feel free to contact me if you… Show more Lead Equinox Capital's strategic efforts to seek passive / managed alternative investment opportunities in Mid Size Businesses and collateralize obligations. EQNX check size ranges between $100k - $1M short-term loan investments. EQNX focuses on medium risk non-institutional cash flowing opportunities by experienced, established operators. EQNX manages a group of private investors. We welcome the opportunity to network with investors and operators so please feel free to contact me if you have any questions or would like to network. Show less



MachineWorks

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Partner

  • Feb 2020 - Present

  San Francisco Bay Area



Equinox Ventures

• Technology, Information and Internet
• 1 - 100 Employee

• Principal and General Partner

  • Sep 2016 - Present

  Houston, Texas Area Lead Equinox Ventures' strategic efforts to seek passive / managed alternative investment opportunities in Startups, Mid Size Businesses, Growth companies. EQNX check size ranges between $100k - $1M equity investments. EQNX focuses on low risk non-institutional cash flowing equity opportunities by experienced, established operators. We welcome the opportunity to network with investors and operators so please feel free to contact me if you have any questions or would like to network.



Powervia Ventures

• United States
• Venture Capital and Private Equity Principals

• Founder & General Partner

  • Sep 2020 - Sep 2021

  Houston, Texas, United States Acquired by SiO Capital



HAN Capital, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Vice President - Acquisitions and Partnerships

  • Jan 2015 - Sep 2016

  Houston, Texas Area Responsible to acquire, merge, or divest hospitals, LTACs, Nursing Homes, and care facilities. Create partnerships with senior level executives on acquisitions and raising equity capital. Target screening for Mergers & Acquisitions, due diligence, financial modeling, sourcing acquisitions, negotiating contracts with lenders and managers, capital raising and transactions management Interface with senior level executives, PE firm, Investment Banks and lenders to generate… Show more Responsible to acquire, merge, or divest hospitals, LTACs, Nursing Homes, and care facilities. Create partnerships with senior level executives on acquisitions and raising equity capital. Target screening for Mergers & Acquisitions, due diligence, financial modeling, sourcing acquisitions, negotiating contracts with lenders and managers, capital raising and transactions management Interface with senior level executives, PE firm, Investment Banks and lenders to generate acquisition leads Fundraise over 50% equity capital needed to close sourced deals worth $10 million and higher Manage and train an Associate who assists with sourcing deals and managing deal pipeline Show less



JPMorgan Chase

• United States
• Investment Management

• Quality Control Analyst II Associate

  • Aug 2013 - Sep 2016

  Houston, Texas Maintained Quality Control Failed Scorecard metrics and created and implemented complex, streamlined process improvements across all CCB KYC Operations by partnering with Quality Management Team Worked cohesively with the Quality Management Team on management responsibilities such as alert assignments and Source of Wealth validation process Prepared timely, current data with the aging, weekly and monthly results of trends alert/scorecard data and presented to the Quality &… Show more Maintained Quality Control Failed Scorecard metrics and created and implemented complex, streamlined process improvements across all CCB KYC Operations by partnering with Quality Management Team Worked cohesively with the Quality Management Team on management responsibilities such as alert assignments and Source of Wealth validation process Prepared timely, current data with the aging, weekly and monthly results of trends alert/scorecard data and presented to the Quality & Production Management Teams Examined and evaluated the Client Risk Rating Model as it pertains to the overall risk assessment of High Risk Clients ensuring the outcome is accurately resolved and disposition is compliant with the Firm’s global KYC/AML Risk Standards Managed multiple reviews and deadlines in a strict Service Level Agreement environment while adapting to an ever changing risk / compliance landscape Ongoing engagement with decisions pertaining to Audit and Compliance reviews such as assisting in the implementation of new policies and procedures Led Quality Control scorecard guidance on High Risk Client reviews as subject matter expert Facilitated training for new / existing team staff members on Consumer/Business Banking initiatives Recipient of June 2016 Five Keys Monthly Recognition Show less



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Risk/Supervision Management of Corporate Banking and Securities

  • Jun 2012 - Jul 2013

  Responsible for maintenance of Global Written Supervisory Procedures (WSPs) documents within the firms policy portal, and GSS projects Lead management and oversight of system rules governing questionnaire WSP cycles Reconciled monthly reports and conducted variance analysis Managing a team to ensure monthly tasks were completed on time Created business requirements for system developers and participated in UAT testing for GSS enhancements Built strong… Show more Responsible for maintenance of Global Written Supervisory Procedures (WSPs) documents within the firms policy portal, and GSS projects Lead management and oversight of system rules governing questionnaire WSP cycles Reconciled monthly reports and conducted variance analysis Managing a team to ensure monthly tasks were completed on time Created business requirements for system developers and participated in UAT testing for GSS enhancements Built strong relationships with Senior Management in order to get buy-in for our product Administration of the Global Supervisory System (GSS; Banks chosen supervision tool) Developed and maintained operating procedures for the application and related processes Responsible for MI on various system metrics for dissemination to senior management Primary contact in response to Group Audit / Compliance questions Lead initiatives to onboard different divisions to the platform

• Chief Business Information Security Officer Delegate - Global Markets

  • Sep 2010 - Jun 2012

  Successfully managed and coordinated wide range of IS projects / initiatives under stringent deadlines with Onshore and Offshore teams Identified, Managed and Re-Engineered information security processes set in place through Bank Policies for better efficiency Assisted in Audits (Internal / External) Managed IS performance metrics (i.e. Risk Assessments, Missing BISO roles) and coordinated to maintain or exceed standards Contributed to the creation of the Information… Show more Successfully managed and coordinated wide range of IS projects / initiatives under stringent deadlines with Onshore and Offshore teams Identified, Managed and Re-Engineered information security processes set in place through Bank Policies for better efficiency Assisted in Audits (Internal / External) Managed IS performance metrics (i.e. Risk Assessments, Missing BISO roles) and coordinated to maintain or exceed standards Contributed to the creation of the Information Security Management System (IS Framework) implemented in Global Markets Managed the Information Security aspect of over 1,000 applications and Market Data applications within scope of Global Markets



Fidelity Investments

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative/NASD Licensed Trader

  • May 2008 - Jul 2010

  Analyze team metrics and provide recommendations on improvements to improve overall team efficiency Produce trend analysis on team performance and team competition using Microsoft Excel skills Manage team SharePoint website by providing team information in a centralized location (ex. Team competition results) Investigate and update client portfolios based on client needs Coached peers and assisted with analysis of efficiency within Brokerage Swarm team (a leadership… Show more Analyze team metrics and provide recommendations on improvements to improve overall team efficiency Produce trend analysis on team performance and team competition using Microsoft Excel skills Manage team SharePoint website by providing team information in a centralized location (ex. Team competition results) Investigate and update client portfolios based on client needs Coached peers and assisted with analysis of efficiency within Brokerage Swarm team (a leadership development program) . Part of a highly structured, fast paced team oriented environment focused on enhancing relationships and building customer loyalty while educating our customers regarding account features, balances, transaction and distribution information. Assisted by a windows based workstation, you will perform customer trades, provide market news and quotes, provide tax and retirement related information, resolve problems, and discuss Fidelity's wide range of products and services to educate and engage our customers. Show less



Jacksonville Community Council Inc

• Member of Quality of Life Progress Report Review Committee

  • Oct 2009 - 2009

  Member of Quality of Life Progress Report Review Committee Member of review committee led by President of Chamber of Commerce to evaluate the city's valuation standards (Indicators of Interest). Review current city indicators to determine which are the most effective and efficient to continue tracking. Analyze the current data provided and effectively gauge the relevance of the data for the current indicators of interest. Volunteered in production of the "2009… Show more Member of Quality of Life Progress Report Review Committee Member of review committee led by President of Chamber of Commerce to evaluate the city's valuation standards (Indicators of Interest). Review current city indicators to determine which are the most effective and efficient to continue tracking. Analyze the current data provided and effectively gauge the relevance of the data for the current indicators of interest. Volunteered in production of the "2009 Quality of Life Progress Report", distributed to the City of Jacksonville. Involved in this will help city officials make better decisions on the direction they would like to take the city in coming years. Show less



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Assistant Branch Manager

  • Jul 2007 - Mar 2008

  Built relationships with banking and investment clients. Managed branch operations on day to day basis and lead by example. Created strategies to ensure success on meeting branch goals based on weekly manager sales reports. Accountable for an individual loan production goal of $750,000 and met goal by over $500,000 for each continuous quarter.



Morgan Keegan

• United States
• Financial Services
• 1 - 100 Employee

• Insurance/Annuities Agent

  • Dec 2006 - Mar 2008

  Built relationships with investment clients to match their investment needs. Analyzed client portfolios to clarify needs and partner with the Investment Representative to accomplish goals. Provided service to clients around fixed annuities, term and whole life insurance policies.



AmSouth Bank/Regions Bank

• Senior Financial Services Specialist

  • Mar 2006 - Jul 2007

  Built relationships with banking and investment clients. Assisted customers with banking solutions. Improved cross-selling techniques which ensured consistent production in insurance, loans, increased revenue, investments and FDIC products. Responsible for an individual loan production goal of $500,000, and met goal over $500,000 for each continuous quarter.



Bank of America

• United States
• Banking
• 700 & Above Employee

• Professional Teller

  • Jan 2005 - Mar 2006

  High volume of customer service, helped customers with banking solutions and cross-selling helped me to receive a #2 ranking in the region for sales in month of August 2005. Responsible for cash handling of over $10,000. Entrusted with handling safe deposit, vault and night drop activities; secured the financial institution nightly balances.



Convergys Corporation

• United States
• Civic and Social Organizations

• Customer Service Representative

  • May 2004 - Oct 2004

  Worked in the call center for Charter Communications (inbound calls). Helped customers with technical issues, invoices, etc. over the phone. Handled payments, work-orders/technicians over the phone.



Tempus International Inc

• Marketing Coordinator

  • May 2002 - Aug 2002

  Provided pre-sales marketing assistance