Functional Skills

Commercial Due Diligence
Growth Strategy
Investor Relations
Leadership Development
Organizational Leadership
Strategic Planning
Training and Coaching
Valuation

Sector Experience

Financial Services
Healthcare
Technology
Transportation & Logistics

Languages

English

Experience

VestedWorld Start-Up
General Partner
4/2016 - 1/2023
Co-created and co-ran two venture capital funds (vintage 2018 and 2022), consisting of >$25 million assets under management, across >25 portfolio companies; as part of a small management team, involved in every aspect of designing, marketing, and running the funds, but with a focus on investment management, people leadership, and portfolio support.

Deeply-trusted, valued advisor to CEOs, Boards and executive teams totaling over $150 million in market capitalization

15+ years of Board experience when totaled across 7+ Board roles, including multiple experiences as Chairman of the Board.

Regarded as a thought leader in “tech-enabled” venture investing, with investments in platforms, logistics, healthcare, food systems, and financial technology

Lazard Finance
Investment Banker
8/2013 - 10/2015
Provided full suite of strategic financial advisory services to companies both small and large, including in the context of mergers and acquisitions, divestitures, capital raises, public/private partnerships, bankruptcies, capital allocations and return of capital strategies.

Experience conducting financial modeling and industry-based strategic analysis, including financial due diligence, M&A modeling, accretion/dilution, valuation, and pro-forma modeling.

United States Army Other
Captain, Infantry
5/2007 - 6/2011
Distinctive leadership experience in extremely demanding environments, including team building, organizational health, planning and executing operations, managing logistics and inventory, team performance training, evaluation and bench-marking, and negotiations.