I am excited to share my professional biography, highlighting more than 40 years of experience in asset management, investment management, intermediary distribution, managed accounts, and national sales leadership. Throughout my career, I have been fortunate to work with outstanding organizations, build lasting relationships, and help drive growth across the financial services industry. As I continue exploring board and advisory opportunities, I look forward to contributing my experience, leadership, and passion for helping organizations succeed.

Scaling a startup is far less about perfecting a product and far more about mastering the complex transition from early traction to durable growth—a phase where countless ventures falter. After guiding more than 150 companies through this journey, the pattern is unmistakable: winners are not defined by flashy technology or oversized seed rounds, but by their ability to secure strategic revenue, build meaningful bridges with corporate partners, and operate with the discipline required for sustainable scale. For corporate boards, this insight is transformative. The real opportunity lies not just in identifying promising startups, but in cultivating them—evaluating leadership maturity, operational rigor, and a startup’s capacity to align with enterprise priorities. When boards understand and support the dynamics of scaling, they move from passive innovation spectators to active architects of high-impact, long-lasting corporate-venture partnerships.