Experience

Stifel Bank
• United States
• Banking
• 1 - 100 Employee
• Assistant Vice President, Venture Banking

  • Mar 2023 - Present


Silicon Valley Bank

• United States
• Banking
• 700 & Above Employee

• Vice President - Credit Solutions | Technology Banking

  • Mar 2022 - Mar 2023

  Specializing in Enterprise Software, Frontier Tech, and Climate Tech. Focused on strategic financing solutions for Series A to Middle Market ($100MM in revenue) businesses. Supporting Los Angeles technology companies with debt and banking solutions to help them scale. Responsible for managing and underwriting $300MM in commercial debt facilities across 25 portfolio companies.

• Senior Associate - Credit Solutions | Technology Banking

  • Mar 2021 - Mar 2022

  Senior Associate | Enterprise Software, Frontier Tech, and FinTech.

• Associate - Associate Development Program

  • Jul 2019 - Mar 2021

  Commercial Lending Program. Supported six lending teams over the course of 18 months that focused on several sectors of the innovation economy. Teams included; New York & Boston Enterprise Software, Austin Credit Solutions, Northeast Biopharma and Diagnostics, Northeast Advisory Services (workout group) and Energy Resource Innovation.



Clark University

• United States
• Higher Education
• 700 & Above Employee

• Peer Academic Mentor

  • Aug 2018 - Apr 2019

• Advanced Venture Funding Teaching Assistant

  • Aug 2018 - Dec 2018

  Taught the fundraising basics (Seed to Series A) as a part of course curriculum. Helped develop curriculum around term sheets, financial modeling, and investor due-diligence

• Technology Banking Intern

  • Apr 2018 - Aug 2018

  Supported the Boston Tech Banking and Credit Solutions teams in their effort to help entrepreneurs navigate the financial decisions necessary to start their business, gain lift, and accelerate growth. Supported the Boston Tech Banking and Credit Solutions teams in their effort to help entrepreneurs navigate the financial decisions necessary to start their business, gain lift, and accelerate growth.



The Revolution Factory

• United States
• IT Services and IT Consulting

• General Manager

  • Jun 2017 - May 2018

  Worked directly with founders on developing growth strategies, financial models, IP licensing, and creation of the corporate platform. I assisted in research, data collection, and the writing of a MassDev collaboration RFP grant. I was responsible for assisting with the implementation of a startup tech innovation challenge in downtown Boston. Worked directly with founders on developing growth strategies, financial models, IP licensing, and creation of the corporate platform. I assisted in research, data collection, and the writing of a MassDev collaboration RFP grant. I was responsible for assisting with the implementation of a startup tech innovation challenge in downtown Boston.



Northeastern University

• United States
• Higher Education
• 700 & Above Employee

• Entrepreneurship & Innovation Teaching Assistant

  • Jun 2017 - Jul 2017

  Taught the design thinking process as part of the course curriculum. Facilitated a pre-accelerator co-op with start-ups in the Greater Boston Area. I worked directly with the professor on programming and feedback on students final reports. Taught the design thinking process as part of the course curriculum. Facilitated a pre-accelerator co-op with start-ups in the Greater Boston Area. I worked directly with the professor on programming and feedback on students final reports.



Brewer Yacht Yard Group

• United States
• Maritime
• 1 - 100 Employee

• Assistant Dock Master

  • Jun 2011 - Aug 2016

  Managed arrivals and departures of transient dockage customers. I managed waterfront functions, including service, hauling’s, and launchings. Prepared and managed daily work lists, schedules, and charts. Prepared and organized invoices and accounts payable. Managed arrivals and departures of transient dockage customers. I managed waterfront functions, including service, hauling’s, and launchings. Prepared and managed daily work lists, schedules, and charts. Prepared and organized invoices and accounts payable.