Where the judgment comes from

I've spent over 17 years in finance and accounting, starting in Big 4 audit at Marcum and PwC, then a decade managing financial operations for private credit funds at White Oak Global Advisors, overseeing more than $7 billion in assets under management.

From there I moved into operating roles, building finance functions from the ground up as CFO and SVP of Finance at real estate, proptech, and adtech companies. Along the way I've raised more than $100 million in debt and equity capital and secured multi-million dollar credit facilities.

I hold an MBA from UC Berkeley's Haas School of Business and a BA in Economics from UC Santa Barbara. I'm based in the Denver-Boulder area, working with companies locally and remotely.