Invests in
Locations:
Min Investment:
$500,000.00Max Investment:
$2,500,000.00Target Investment:
$1,500,000.00
Skills
Education
- Uo
- Uo
- GM
Lists including Karen
Work Experience
2019
Group Fitness Instructor
2019
2016
Investment Support Analyst
2016
Research and support investment trends and potential investment targets. Draft, edit and review communications with LPs. Administrative support including travel, expense reimbursement, and communication with vendors.
2012 - 2016
Co-Founder/CEO
2012 - 2016
Consumer products company focussed on innovative products that simplify life.
2012 - 2014
Investment Analyst
2012 - 2014
Duties included research, analysis, valuation, liquidation, and reporting of ownership positions in portfolio companies for Oracle Corporation (NYSE: ORCL). Researched potential acquirers and provided active support on liquidation of assets.
1997 - 2000
Co-Founder and Director of Corporate Communications:
1997 - 2000
Developed content for a variety of communication tools including a quarterly newsletter, a weekly newsletter, press release development, website, corporate brochure, and customer communications. Editorial review over all marketing content. Role also called for the research and development of marketing and product plans. As a co-founder and in the spirit of a start-up, my duties spanned many areas including: HR, business development, sales and marketing.
1997 - 2000
Senior Tax Accountant
1997 - 2000
Tax preparation, work- paper creation, tax return review of personal and business tax returns as well as trust and estate returns. A small portion of audit work was completed with a local agriculture business client.
1994 - 1996
Senior Tax Associate
1994 - 1996
Work with this International accounting firm included business analysis and strategic tax planning for individuals and businesses including choice of entity, business and asset acquisition and tax impact analysis. Participated in a large R&D tax credit research project for a large public company as well as expatriate returns.