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Experience · 2 entries
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Investments (1)
2022
VP, New Investor Initiatives
Aug 2022
For almost a century, regulatory barriers made it difficult for individuals to invest in private markets, giving billion-dollar institutions preferred access. The result has been that most investors have been limited to public markets and excluded from private investments—ranging from real estate to venture capital. Technology is finally disrupting this status quo.
Enter: Fundrise, America’s largest direct-to-consumer private markets manager. We built our technology platform to bridge the barrier. Software allows us to achieve the scale of institutions without the bureaucracy. Combining our technology and investment expertise, we are pioneering a new model to build you a better portfolio.
2014
Managing Director - West Coast Sales & Trading
Sep 2014
B&F provides outsourced client interest rate risk management programs to community and regional banks across the US. Our clients do business in 24 states, range in size from $200 Million to $20 Billion and have combined assets exceeding $100 Billion.
B&F is the premier company in this business, putting the most experienced professionals directly in-market, backed by industry leading technology and the tools to deliver the most comprehensive interest rate protection program to banks nationwide.
