1
Total investments
1
Early stage
0
Mid stage
0
Late stage
5y
Years active
Portfolio
1 investments · sorted by recency
All investments
Early stage
Mid stage
Late stage
Advisor/Investor
Aug 2021
Onyx Private is a modern and more accessible financial service for the new generation of young professionals, investors, and entrepreneurs. Onyx offers a digital premium banking and wealth management experience with a personalized white-glove 24/7 concierge service.
Onyx is a financial technology company and is not a bank. Banking services provided by Piermont Bank; Member FDIC.
Experience · 4 entries
All (4)
Investments (1)
2021
Business Development & Product Partnerships
Aug 2021
At Checkr we believe in the power of work. We are committed to our mission of building a fairer future by designing technology to create opportunities for all.
Checkr powers people infrastructure for the future of work. With artificial intelligence and machine learning, our platform and solutions make background checks faster, easier, and more compliant. Using Checkr’s advanced screening technology, companies can better understand the dynamics of the changing workforce, bring transparency and fairness to their hiring, and ultimately build a better future for workers.
Advisor/Investor
Aug 2021
Onyx Private is a modern and more accessible financial service for the new generation of young professionals, investors, and entrepreneurs. Onyx offers a digital premium banking and wealth management experience with a personalized white-glove 24/7 concierge service.
Onyx is a financial technology company and is not a bank. Banking services provided by Piermont Bank; Member FDIC.
2018
Manager, Business Development & Partnerships
Nov 2018
🌍Alibaba Group is on a mission to make it easy to do business anywhere! Guided by our passion and imagination, we’re leading the way in AI, cloud computing and e-commerce.
We aim to build the future infrastructure of commerce, and we aspire to be a good company that lasts for 102 years.
2012
Investment Research/Business Development Intern
Aug 2012
SVCM is a well established, San Francisco Bay Area based investment advisory firm, providing securties based investment management services to private individuals and family groups. Services include client evaluation, overall portfolio coordination, strategy design and investment selection and management. Additional services include tax and estate planning, executive services (12b1 planned sale management, esop/espp management), 401k and related retirement plan management, and college funding program management.
The firm leverages significant experience, expertise and attentiveness, as well as a real passion for private wealth management to provide true value added solutions for clients.
Offices are located in the historic Jackson Square area of San Franciscos financial district.
Assets are held with custodian banks, including Merrill Lynch, Oppenheimer, Morgan Stanley, and Fidelity Institutional.
