Vector Capital is a leading investor in middle-market technology businesses globally.

Cendana Capital is a leading investor in very early stage venture capital funds globally.

LongWater is a leading North American Lower Middle Market Alternative Asset Management Firm

Personal investor in funds and companies. Fund investments: Vector Capital; InTandem Capital; TRM Equity (fka Speyside Equity); Cendana Capital; Moonfire Ventures; Megalith Ventures; Pike Street Capital; TELEO Capital; Turn/River Capital; Architect Equity Holdings; Silverton Partners; Carrick Capital; Collaborative Fund; Storm Ventures; Revolution Ventures; BlackEagle Partners; Granite Ventures and Shasta Ventures. Direct investments: Elyria Foundry; Rand McNally Corporation; Soluna Computing, Inc. (ACQ by MKTY:NASDAQ now SLNH:NASDAQ); Plum Lending, Inc.; PeerNova; Crave Delivery!; Harmattan Energy, Ltd; Cendana Capital; Harvest Savings & Wealth Technologies (ACQ ENV:NYSE); Rubica (shutdown); Anaplan (IPO PLAN:NYSE); and Pacific Premier Trust (f/k/a PENSCO Trust ACQ by OPUS:NASDAQ -> ACQ by PPBI:NASDAQ); District Restaurant Group.

TRM Equity is a leading investor in lower-middle-market industrial businesses throughout North America.

Founded the Private Funds Group ("PFG") for a global investment bank with 25 offices worldwide focused on private M&A and Capital Markets. During leadership, built a team of six professionals in two offices which closed $6.5B+ of capital commitments for 30 funds, including 14 first time funds. (Firm acquired by Houlihan Lokey October 2021)Representative projects: InTandem Capital (2 funds); Radian Capital Partners (2 funds); Vector Capital; Lerer Hippeau (7 funds); Silverton Partners (3 funds); Revolution (2 funds); Altimeter Capital; Asia Partners; Pike Street Capital; TELEO Capital; Architect Equity Holdings; Carrick Capital; Five Elms Capital; TRM Equity (fka Speyside Equity) and Storm Ventures.

Founding team member of a Private Funds focused investment bank advising investors on primary and secondary private equity investments. Helped close $38B+ of capital commitments for 58 funds, including 20 first time funds, while helping build business to 55+ employees in 4 global offices. Representative projects: KPS Capital Partners (2 funds); Marlin Equity Partners (2 funds); Atomico (2 funds); WestView Capital; Revolution; Arclight Capital; RLH Equity; Longitude Capital; BV Capital; Littlejohn & Co.; Ridge Ventures; BlackEagle Partners; Granite Ventures; Shasta Ventures; CIVC Partners and IVP.

Early team member of a fintech software startup focused on building the "Charles Schwab" of Asia that had secured $130M+ of venture capital – the largest Series A financing at the time. Helped launch new business initiatives in South Korea and Japan. Dot com crash impaired the business and closed access to capital. 🤯

Early team member of a newly formed institutional investment consulting firm. Advised large and sophisticated institutional investors on asset allocation, risk management, manager selection, performance measurement and performance skill attribution. Specialized in private equity, hedge funds and public growth manager evaluation and selection. Fka Strategic Investment Solutions, Inc. ("SIS").

Member of the marketing team for a long/short hedge fund with an early focus on technology and emerging growth stocks. Helped increase AUM to $5.5B+, making it one of the largest hedge funds in SF and industry at the time.

Member of the marketing team for leading quantitative fund investment management business that was a joint venture between Wells Fargo Bank, N.A. and Nikko Asset Management, Inc. Helped increase AUM from $50B+ to $250B+ at departure. Achieved "Chairman's Club" status, recognizing leading individual contribution to overall firm performance. Fka Wells Fargo Nikko Investment Advisors ("WFNIA") and now the world's largest asset management firm.

Performance Measurement Analyst for leading institutional investment consulting firm. Calculated time weighted returns, asset allocation mix and performance skill attribution for large and sophisticated institutional investors using an HP12c and prime computer mainframes.

Bank Teller to the stars. Worked full time to fund colleges expenses. Rated top branch employee during tenure. Offered full-time job upon graduation to join management training program.

Retail brokerage intern. Helped generate new business through cold calls to sell investment advice and products to high net worth individuals and SMBs.

Grocery Bagger and Helper Clerk. Worked part time to fund high school expenses and save for college. Promoted twice and offered full-time job upon graduation to join management training program.