Held roles at Calaveras Capital, BNY Mellon Wealth Management, E*TRADE Financial, and the US Trade and Development Agency; board-level service including audit committee chair and company investment/advisory committees. Track record across M&A, portfolio management, and technology investments in public and private markets. Applicable skills include investment analysis and governance; CFA charterholder; BA in International Relations (Syracuse University) and MBA (Darden School, University of Virginia).