Capitalize is the first platform in the US to help consumers and their financial institutions digitally locate and transfer retirement assets, such as 401(k)s. Our technology is used by leading financial institutions to power rollovers natively for their users and is also available to consumers directly. We've been recognized as one of TIME’s 100 Best Inventions, as well as by Fast Company as a World Changing Idea and Forbes as one of the Top 50 Fintech Companies in the US.

Otis (acquired by Public.com) is an early-stage venture-backed platform for fractionalized investments in alternative assets such as art and collectibles. I joined the team pre-launch as one of the first few employees, and built out the investments and acquisitions side of the business from 0 to 65+ offerings in 7 categories. I also led a number of cross-functional projects from strategy to execution across sales, legal & regulatory, finance, and biz ops.