Experience

Founder & CEO - Building a research platform with data on venture-backed startups and their investors to help founders and investors make better decisions. Backed by Techstars.

San Francisco, California

Received an investment from Techstars and participated in their accelerator program, focusing on pivoting aVenture to a research-based product and preparing to launch and fundraise.

New York, New York

Advisor - A SaaS platform for helping investors ensure their investments are aligned with their value with values data overlaid on their portfolio.

Chicago, Illinois

President, wealth management division - Led unit following acquisition/sale of Callahan Financial Planning

San Francisco, California / Omaha, Nebraska

Founded and led an SEC-registered investment advisor - Provided comprehensive financial planning and investment advisory services, including proprietary cloud software for managing complex/nuanced data sets in such relationships. Managed $225 million in assets on acquisition.

San Francisco, California / Omaha, Nebraska

Board member - Served on the board of directors, including as treasurer, overseeing the strategic direction and financial health of the credit union. Primary focus on product differentiation and pricing strategy, asset-liability management strategies, and growth strategy.

Omaha, Nebraska

Advisor to the executive team - Provided strategic and specific direction to the executive team on the development of new SaaS offerings for advanced investment research and portfolio management

Chicago, Illinois