Experience

Building Industry Partners
• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee
• Head of Strategic Initiatives

  • Apr 2023 - Present


The Helm

• Wellness and Fitness Services

• Founder

  • Mar 2020 - Apr 2023

  The Helm is for dementia caregivers. It's a place to come when you're finding your way. The Helm is for dementia caregivers. It's a place to come when you're finding your way.



Higher Ground Labs

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

• Member Of The Board Of Advisors

  • Aug 2017 - Mar 2023

• Senior Advisor

  • Feb 2018 - Sep 2018

  - Advised an accelerator that is building an ecosystem for political technology by providing capital, assistance, programming and mentorship to early stage companies. - Lead negotiations of seed investment in portfolio companies. - Advised portfolio companies on business model, fundraising strategy, and business development.



Social Finance, Inc.

• Director and Founding Team Member

  • Sep 2011 - Dec 2016

  - Senior team member of impact investing start-up dedicated to advancing Pay for Success (“PFS”) financing, an innovative funding model that utilizes a public-private partnership to drive government resources to evidence-based preventative social programs. - With other early team members, organized Social Investment Team and executed first US PFS financings, including project management, diligence, project design, pricing, contract development and negotiation, and capital raise. - Lead firm approach to PFS legislation and collaborated with over 20 jurisdictions and Congress in drafting PFS legislation. - Key player recruiting and building high quality team and developing organizational strategy and culture as organization grew from less than 10 to nearly 50 FTEs. Show less



Center for Medicare and Medicaid Innovation

• Hospitals and Health Care
• 1 - 100 Employee

• Innovative Financing Expert

  • Jan 2016 - Apr 2016

  Seconded to the Center for Medicaid and Medicare Innovation to advise government on potential Pay-for-Success and innovative financings. Seconded to the Center for Medicaid and Medicare Innovation to advise government on potential Pay-for-Success and innovative financings.



Hillary Clinton for President

• National Site and Lead Advance

  • Mar 2007 - Jun 2008

  Translated then-Senator and President Clinton’s schedules into events that met the goals of the local and national campaign. Directed event visuals. Coordinated Political, Field, and Communications personnel for campaign visits. Managed teams of 10-50 staffers. Cultivated relationships with local communities in over 30 states. Translated then-Senator and President Clinton’s schedules into events that met the goals of the local and national campaign. Directed event visuals. Coordinated Political, Field, and Communications personnel for campaign visits. Managed teams of 10-50 staffers. Cultivated relationships with local communities in over 30 states.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Analyst, Global Structured Finance

  • May 2006 - Apr 2007

  Structured secured transactions. Modeled potential revenue streams to size loans. Determined appropriate advance rate. Analyzed revenues drivers, profitability, debt capacity and risk areas.

• Analyst, Healthcare Public Finance

  • Sep 2005 - May 2006

  Structured derivative transactions and variable, fixed rate, refunding, and new money issuances for non-profit multi-state health care systems, standalone hospitals, and universities.