Invests in
Stages:
Sectors:
Locations:
Min Investment:
$5,000.00Max Investment:
$50,000.00Target Investment:
$25,000.00
Skills
Education
- VU
Lists including Nancy
Work Experience
2023
AI and Innovation Leader
2025
Corporate Strategy Executive
2023 - 2025
- Established and professionalized the corporate strategy operating model, organization structure and scope of services offered - Conducted market and competitive assessments for the enterprise and business lines to guide the annual strategic planning process - Provided the Operating Committee with regular updates on relevant market topics (e.g., competitor AI applications, fintech disruption signals, venture investment insights)
2022
Limited Partner
2022
Everywhere XX (The Fund XX) is an early stage VC fund investing in women-led businesses across the U.S., powered by a community of founders and operators. Learn more at https://thefund.vc.
2022
Angel Squad Member
2022
Investing with Hustle Fund
2020 - 2023
Founder
2020 - 2023
- Founded a startup to democratize wealth building through automated financial planning, financial literacy gamification and delivery of personalized insights through a mobile wealth planning app - Conducted outreach to venture capital investors and accelerators to obtain funding
2017 - 2020
Digital Strategy and Analytics Executive Director
2017 - 2020
2011 - 2016
Engagement Manager, MGI Fellow
2011 - 2016
- Developed three to five year growth strategies, including initiative development, impact sizing, prioritization and implementation planning, for Fortune 500 clients - Evaluated mergers and acquisitions for consumer goods, financial services and healthcare companies across multiple geographies, identifying synergies and developing the value capture plans
2005 - 2011
Senior Manager
2005 - 2011
- Developed target operating models to handle future growth and create efficiencies for leading US, Canadian and European financial institutions - Designed and implemented consumer and commercial banking, loan origination and fulfillment platforms to achieve scale and automate workflows for top US financial institutions - Managed large scale process and IT transformation teams across multiple geographies with up to 60 FTE
2002 - 2005
Management Associate, Private Wealth Credit Analyst
2002 - 2005
- Underwrote personal, commercial, real estate and construction loans for Private Client Services