ClickIPO Securities

Senior Vice President, 09/17 - 03/19

• Broker Capital introductions for the ClickIPO executive team

• Develop relationships with top Investment banks and secure MSDAs including Goldman Sachs, Oppenheimer, and Piper Jaffray

• Develop relationships with C-level executives at prominent late stage private companies

Torrey Capital Group

Senior Vice President, 05/16 - 09/16

• Third-party marketing; specializing in alternative investments including multifamily, hotels, senior living, and development projects

• Assist Fund Managers to structure, create and capitalize both fund and direct investments

• Source capital from relationships with FOs, RIAs, HNWs and small endowments

Walton International

Regional Vice President, 01/15 - 03/16

Vice President, 01/12 - 12/14

Internal Sales Associate, 10/10 - 12/11

Oversee capital raise process for development projects through RIAs, Institutions, and FOs in 13 states

Regularly advise on fund structure to improve marketability. Maintain knowledge of industry regulations and coming changes that could be impactful