• Joined as first Operating Partner to advise Capital One leaders on startup engagement• Sourced or supported over 30 investments in fintech, enterprise tech, data, ML• Created strategic scoring system that drove commercial engagement with >60% of portfolio• Led successful team functions: managed OCC audit, produced events, redesigned website

• Joined Digital Group, assigned to help build new digital bank for small business• Promoted to group product manager for team managing 11 agile development teams• Built and launched new platform, website and mobile apps (4.5+ stars) in record time• Conceived and executed API integration strategy with leading fintechs

Started company to help consumers find a better retirement account after they change jobs or retire. Sold company to leader in 401k rollover market.Conceived product and business model, built platform and won customers, including five of the leading IRA providers by market share. Grew traffic from content marketing, search engine optimization, and our own affiliate network.

Started company and built a software-as-a-service that helped large financial services companies educate and qualify prospects. Sold to Fortune 100 clients; integrated securely with their sites and CRM systems. Led teams of designers, writers and developers to create interactive content and video that ran on our platform. Trusted by our clients to market using their brands. Oversaw profitable online adverting campaigns (SEM, display) that leveraged our platform.Successful track record of generating revenue and increased productivity for clients: sales leads from our platform closed at 3-5 times the rate of competing sources.

Worked in Chase's Mergers and Acquisitions department in New York and London. Specialized in financial services company transactions. Managed deal teams. Successfully marketed and won assignments with consultative sales process. Negotiated deal terms and complex legal agreements, conducted auctions and raised capital for clients.