Invests in
Stages:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Skills
Education
Lists including Sima
Investments
Work Experience
2024
Senior Advisor
2024
Building CFES 👉 https://tinyurl.com/235z2yax
Co-Founder
2024
2015
President and Founder
2015
Investing and advising in companies building category-defining products. For businesses in emerging categories or gray spaces, policy and partnerships should be growth levers, not an afterthought. If this is you, ping me.
2021 - 2024
CEO and Cofounder (Acquired)
2021 - 2024
Banking and business tools for creators. A Forbes Top 50 Fintech and Fast Company Most Innovative Company.
2015 - 2020
Head of Business Development, Policy & Strategy
2015 - 2020
Joined as the first executive (employee no. 15) scaling the company from ~40M to 5B+ and over 500 people. Reported to the CEO and member of the executive leadership team. Built and ran Plaid's global policy, bank, and partnerships teams
2012 - 2015
Product and Business Development
2012 - 2015
Negotiated co-brand credit card deals with major airlines and launched one of the industry's first "neobanks" with Walmart
2010 - 2012
Policy Advisor
2010 - 2012
Oversaw development of Treasury policies, legislative priorities, budget/operations goals, and communications related to the stand-up of new agencies and offices including the CFPB. Responsible for monthly financial services reform briefings and communications for the President, White House, Congress and press
2009 - 2010
Senior Economic Policy Analyst
2009 - 2010
2007 - 2009
Tax Attorney
2007 - 2009