A lead VC investor and board representative on behalf of CUNA Mutual Group’s corporate venture capital arm investing in early-stage fintech and insuretech startups. Over $120 million invested across 15 portfolio companies since mid-2016.

A leader of the corporate development team advising the executive leadership and the Board of Directors on the execution of the corporate strategy around mergers, acquisitions, divestitures and partnerships.

Founder & CEO of a personal savings startup targeting a $12 billion market aimed at helping people automate their savings.

M&A banker and a primary coverage officer for the financial services sector with a particular focus on registered investment advisors, asset managers, insurance and insurance-related entities, and financial sponsors.

Managed the execution process for merger and acquisition transactions and private capital raises, functioning as principal liaison for clients and potential buyers/investors.

M&A banker involved on transactions in insurance, banking and financial technology.