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Work Background
EquitybeeVenture Fund Consultant
Apr. 2022 - Oct. 2024Palo Alto, California, United StatesEquitybee is a leading platform that provides accredited investors with access to high-growth pre-IPO companies, by funding employee stock options. Our unique model enables investors to participate at earlier valuations, with a median discount of 77.6% from the last preferred share price. With Equitybee you can invest in 120+ startups, backed by some of the most successful VCs through a single venture fund
EquitybeeVenture Fund Consultant
Apr. 2022 - Oct. 2024
Merrill LynchFinancial Solutions Advisor
Mar. 2020 - Apr. 2022Charleston, South Carolina Metropolitan Area
Western & Southern Financial GroupFinancial Advisor
Jan. 2018 - Jan. 2020Charleston, South Carolina Area• Wealth planing for business owners, and other high net worth individuals. • Holistic view of client assets and needs. • Utilize state of art technology, including Bloomberg terminal and FactSet to research investments and design client portfolios to meet specific goals. • Perform manager research, evaluate current and proposed investment holdings.
• Meet with clients to determine return objectives and risk tolerances in reviewing Investment Policy Statements.
Merrill LynchFinancial Advisor
Jun. 2014 - Jan. 2015Charleston, South Carolina AreaSpearheaded drive to meet with current clients and bring accounts in line with return objectives and risk tolerances.
• Personally meet with Portfolio Managers, Chief Investment Officers and members of Investment Committees to determine their thoughts on the market and in what direction they are taking their funds.
• Analyze investment markets to research investment and design client portfolios to best meet specific goals. • Interact with bank employees and wealth management team members to ensure clients have access to firm’s entire financial capabilities, including but not limited to- lines of credit, credit cards, mortgage/construction loans and insurance. • Building well balanced proposals and portfolios using Excel Spreadsheets and Morningstar Portfolio Snapshot system.
BoxxlePresident
Aug. 2010Charleston, South Carolina AreaBoxxle was founded around the idea that responsibly drinking wine should be fun, easy and environmentally friendly. Our product, Boxxle, is a premium 3 liter Bag-In-Box wine dispenser that utilizes the superior technology of BIB packaging to bring the excitement of a wine bar to the household kitchen with by-the-glass convenience in an elegant, easy to use appliance.
Wells FargoInvestment Manager
Mar. 2010 - May. 2014Personally manage discretionary and non-discretionary portfolios, in revocable and irrevocable trusts, agencies, endowments and foundations for high net worth individuals. Instrumental in client retention and satisfaction.
• Utilize state of art technology, including Bloomberg terminal and FactSet to research investments and design client portfolios to meet specific goals. • Diversify portfolios utilizing a 4-asset class allocation including Complementary Strategies. • Perform manager research when evaluating current and proposed investment holdings.
• Meet with clients to determine return objectives and risk tolerances in forming Investment Policy Statements.
• Place trades and build proposals using the Moxy trade order management system.
Wells FargoFinancial Advisor
Oct. 2007 - Mar. 2010Greater Atlanta AreaManaged client portfolios for investment team with over $180,000,000 in assets under management. Contributed directly to increased revenues by building and managing fee based accounts for high net worth clients. Spearheaded drive to meet with current clients and bring accounts in line with return objectives and risk tolerances.
• Personally meet with Portfolio Managers, Chief Investment Officers and members of Investment Committees to determine their thoughts on the market and in what direction they are taking their funds.
• Analyze investment markets to research investment and design client portfolios to best meet specific goals. • Interact with bank employees and wealth management team members to ensure clients have access to firm’s entire financial capabilities, including but not limited to- lines of credit, credit cards, mortgage/construction loans and insurance. • Building well balanced proposals and portfolios using Excel Spreadsheets and Morningstar Portfolio Snapshot system.
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