Experience

As the Executive Director for Private Equity Services, I bring 20+ years of experience in private equity, venture capital, consulting, and financial services to Point B. My past focus has been in growth strategy, business development and in managing the deployment of operational assets to assist in company transformations. Expertise includes: identifying, prioritizing, and mobilizing resources to drive growth for investors and their portfolio companies during due diligence, pre close planning and the value creation process.

I am also a member of Point B’s strategic investment team - sourcing, evaluating and integrating new acquisitions for the firm.

Community Involvement

  • Board Member, Changeist  
  • Volunteer, Network for Teaching Entrepreneurship

Education

  • B.A., University of Southern California
  • Series 7 and 63 license (Inactive)