About
Partner and Board Member with a track record of achieving goals and delivering solid returns. Demonstrated history of thought leadership, relationship and influencing skills and turnaround in challenging environments. Fast learner of company make up and industry dynamics; grounded in a strong relationship to data who is not afraid of technical depth, detail, uncomfortable questions and radical transparency in order to provide clarity, steering and conflict resolution. Expertise in Early-stage Startups, Business Execution, Investments, Project Management, Financial Services, AI Automation, and Regulation.
Experience
Partner, Strategy and Execution
Present
VC and strategic advisory in early stage companies (pre-seed and seed) Portfolio concentration in Healthcare and SaaS
Business and Management Consultant
Consulted at top tier banks and consulting firms: M&A transition; AI Automation; FinTech integration; business optimization; and regulatory change including data strategy and management
Board Member
The Forerunner Group (RxTransparent acquired by OMERS)
Strategic investor and board member of RxTransparent (Healthcare supply chain SaaS) Steered through successful exit Led and completed due diligence for target company during M&A Built out and managed new product channels
Vice President
Project-managed critical firmwide, regulatory, sales and trading, and operations change management programs, including business process redesigns. Budgets from $2M-$50M
Director
Chief of Staff to CTO. Executed $150M turnaround with organizational design and change program. Product Manager, Consumer Cards Digital Acquisition
Assistant Vice President, Private Bank
Deutsche Bank (formerly Bankers Trust)
Managed marketing program for $3 billion investment product, generating 30% AUM growth. Analyst Training Program
Education
Penn State University
BSC, Accounting, minor in Economics
UWC South East Asia
High School
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