Conductor Capital is a private credit fund that invests $2-$10M in debt capital into software, tech-enabled services, healthcare IT and other tech companies allowing them to scale efficiently.

Square 1 Bank specializes in providing financial services to tech & life science entrepreneurs and venture capitalists. In this role, I focus on new relationship development with companies and investors.

Founded the investor relations vertical and led the strategy development and engagement plan involving 250+ institutional investors. Led the development of strategic partnerships with National Venture Capital Association, Angel Capital Association and Southeast Investor Group – a consortium of 40+ SE institutional investors. Select investor/company connections leading to funding events include Spoonflower & North Bridge Growth Equity ($25M); Zaloni & Baird Capital ($7.5M); Contego Medical & Hatteras Venture Partners ($5.5M); Baebies & Rex Health Ventures ($13.5M); inMotionNow & Eastside Partners ($3.1M)

Managed the organization’s annual plan and implementation of full range of programs in the life science and technology sectors - 70% of the annual budget.

Led the transformation of the Life Science program portfolio, resulting in an increase of 40% in revenue and 30% in profitability.

Spearheaded launch of nationally recognized “Capital Connection” suite of training and mentoring programs that assist emerging technology and life science entrepreneurs in raising capital.

Part of the launch team. Evaluated business plans and fund raising strategy of start-ups and assisted entrepreneurs in conducting market research.

Conducted feasibility analysis of early-stage technologies in diverse industries for commercialization and licensing opportunities.

Educated clients on car loan products and assisted them in identifying the best finance options. Awarded the “Sales Achievement” award for highest sales within the franchise