Executive leader with 29 years’ experience successfully performing in multiple financial services sectors, including wealth and investment management, investment banking, venture capital and private equity, banking, financial technology and insurance. Direct experience managing, transacting, or governing $1.74 billion of assets primarily on behalf of high net worth, family-owned business and institutional clients in highly regulated environments. Passionate about creating long term, impactful relationships and institutional partnerships through strategic and cultural alignment. Corporate Board Representation - Prior: GCommerce (acquired), BirdDogHR (acquired), Cyber-Rain (acquired), KemPharm (n/k/a Zevra Therapeutics NASDAQ GS: ZVRA), Palisade Systems (acquired), Consumer Health Advisors (acquired), BettrLife, TrueChoice Solutions (NY)Non-profit Board Representation - Current: Global Insurance Accelerator (Mentor), Roosevelt High School Foundation (Cabinet, Planning Committee, Capital Campaign Committee, Capital Campaign Finance Committee, Plymouth Church Foundation (Investment Committee)Non-profit Board Representation - Prior: Iowa Innovation Corporation (Governance and Audit Committee; Appointed by Governor Reynolds), EveryStep Foundation (Strategic Planning Committee)
Listed skills include Mergers And Acquisitions, Investment Banking, Venture Capital, Capital Raising, and 25 others.