Location:
1011 4Th St, Santa Monica, CA 90403
Work:
Intuit
Product Management
Pacific Life
Innovation Strategy
Swell Investing Llc
Dec 2017 - Oct 2019
Strategy and Operations Lead and Chief Operations Officer
Ideo
Sep 1, 2015 - Dec 2017
Business Designer and Design Lead
Ideo
May 2015 - Aug 2015
Venture Design at Ideo Futures
Tesorio
Oct 2014 - Jan 2015
Business To Business Fintech Strategy
Kapor Capital
Jun 2014 - Aug 2014
Venture Capital Associate
Bank of America Merrill Lynch
Jul 2011 - Jun 2013
Vice President Commercial Banking
Merrill Lynch
Feb 2011 - Jul 2011
Associate Client Manager
Bank of America
Jun 2008 - May 2011
Avp, Senior Client Manager Analyst
Bank of America
Jul 2006 - Jun 2008
Treasury Sales Analyst
Prudential Financial
2003 - 2005
Wealth Management Specialist
The Oklahoma Daily
2000 - 2003
Advertising Account Executive
Education:
University of Pennsylvania 2014 - 2015
Masters, Product Design
The Wharton School 2013 - 2015
Master of Business Administration, Masters, Marketing
University of Oklahoma - Price College of Business 2005 - 2005
Bachelors, Marketing, Finance and Marketing, Finance
Skills:
Leadership, Banking, Financial Analysis, Mergers and Acquisitions, Portfolio Management, Commercial Banking, Business Development, Management, Financial Modeling, Venture Capital, Investments, Finance, Strategic Planning, Commercial Lending, Relationship Management, Loans, Fintech, Treasury Management, Non Profits, Data Analytics, Product Design, Financial Services, Statistics, Higher Education, Credit, Credit Analysis, Investment Banking, Cash Management, Small Business Lending, Payments, Crm, Customer Relationship Management, Storytelling, Healthcare, Cleantech, Nonprofits, Sql, Product Development, Product Management, Business Strategy, Business Operations, R, Periscope Data, User Centered Design, Data Analysis
Interests:
Science and Technology
Education
Economic Empowerment