Manage several research programs, including crafting strategy, manage employees, and mentoring other scholars

Provide insight and analysis to government officials, congressional staff, and members of the press on matters relating to capital access and financial technologyParticipate as a speaker or panelist in numerous conferences hosted by government, academia, and industryResearch technological, market, legal, and regulatory developments relating to financial regulation and technologyAuthor scholarly research papers, policy papers, book chapters, comment letters, op-eds, blog posts, and other written products to educate and influence diverse audiences

Manage the Financial Technology and Innovative Capital Access programs for the Milken Institute.

Develop customer personas based on client interviews and market analysis Manage relationships with market participants, including companies utilizing private placements and fellow broker-dealersDesign marketplace systems to facilitate primary and secondary markets for private securitiesCollaborate with marketing, sales, and development teams to enable successful deployment of offering

Vice President of market leading provider of due diligence and disclosure services in the online private-offering space.Managed products for company, working with cross-functional development team using agile methodology, collecting requirements, assessing feasibility of requests, determining budget expectations, setting build orders, and providing for product functionality in a timely mannerDeveloped customer-facing and internal-use products, including setting scope of functionality, designing user interfaces, prototyping, conducting customer interviews and focus group testing, and using pilot programs to solicit and incorporate customer feedback into functional products, leading to high customer uptake of CrowdCheck servicesCreated and refined market-leading product by successfully researching client requirements and creating use scenariosAssessed need for cost-effective and innovative due diligence solutions in online private-offering market based on analysis of developing market, including analysis of regulatory, business, and technical issues to determine business opportunity and product feasibilityFacilitated relationships with internal and external customers, ensuring robust communication, facilitating consistent expectations, and engendering considerable good will with clientsServed unique needs of market participants by designing suite of efficient, scalable, and compliant productsAnalyzed law and regulations relating to online securities offerings, creating timely, accurate, and actionable information for use by company in outreach and customer education effortsEducated other stake-holders, including regulators, legislative staffs, potential clients, entrepreneurs, the media, and the public regarding issues related to recent reforms of relevant securities lawsAdvocated policy positions, in writing and in-person meetings, to regulators and legislators regarding scope of changes to securities law

Founder of Publius Incorporated, a start-up designed to enable voters and advocacy organization to better communicate with their elected officials. Merged with BallotBook where I served as COO.• Created and patented system and method for more effective use of action alerts by advocacy organizations.• Designed unique user interface focused on mobile devices.• Performed market research with leading advocacy organization to ensure product/market fit.

• Assisted Department of Justice prosecution of major public corruption and other criminal cases while safeguarding Agency equities. • Reviewed and analyzed factual returns for numerous Guantanamo detainees, to ensure protection of Agency sources and methods as part of habeas proceedings. • Part of team that coordinated Agency compliance with sensitive, and voluminous judicial document production orders under tight deadlines. • Facilitated Agency responses to complex civil litigation.