Invests in
Sectors:
Locations:
Min Investment:
$400,000.00Max Investment:
$6,000,000.00Target Investment:
$5,000,000.00
Skills
Education
- HB
- EU
Lists including Alok
Work Experience
2025
CEO and Co-Founder
2025
Developing the first AI native Financial Advisor for Main Street
2010
CEO and Co-Founder
2010
SmartPath is the leading provider of comprehensive financial education solutions in the country. Our robust offering includes daily educational classes, one-on-one coaching, and digital tools that empower individuals on their journey to financial freedom. Founded in 2010 and supporting over 700,000 individuals today, we deliver financial education solutions in partnership with financial institutions, fintech companies, and employers nationwide.
2012 - 2015
CEO
2012 - 2015
Umenta is a web application that makes it easy to capture and preserve life stories for future generations. With Umenta, children know more about their roots, families get stronger and history is told by the people that lived it.
2005 - 2010
Manager
2005 - 2010
Lead project teams on numerous engagements including: • Market assessment for emerging alternative data product in credit decisioning • Strategy and valuation analysis for Fortune 500 Telecom • International growth strategy for $1.8B hospitality company • New product strategic plan for $25B Insurance company • Revised mission, vision and strategy for major domestic nonprofit organization
2005 - 2005
Associate
2005 - 2005
• Led fundraising initiative to secure foundation corpus capital • Developed relationship management strategy to improve LP reinvestment rates
2001 - 2003
Senior Consultant
2001 - 2003
• Developed strategy plan and financial forecasts for Fortune 500 company entering the consumer safety and protection industry • Led turnaround for $100M outlet retailer through sku rationalization, assortment planning analysis and capital structure improvements
1999 - 2000
Field Analyst
1999 - 2000
• Deployed and managed proprietary patient account software as part of hospital back office re-engineering team