
CEO of Financial Insite Inc. >> A Boutique Research Firm Specializing in Financial Technology Innovation
Greater Seattle Area

CEO of Financial Insite Inc. >> A Boutique Research Firm Specializing in Financial Technology Innovation
Greater Seattle Area
(Privately Held; 1-10 employees; Research industry)
January 2008 — Present (10 months)
CEO of Financial Insite Incorporated. FI is a boutique research company that studies financial technology innovation.
(Self-Employed; Myself Only; Marketing and Advertising industry)
January 2006 — December 2007 (2 years)
Strategic Consulting in Marketing and Social Media
(Privately Held; 1001-5000 employees; Apparel & Fashion industry)
June 2003 — December 2005 (2 years 7 months)
Managed B2B direct marketing, market research and marketing analysis for SanMar – a fast-growing, award-winning clothing wholesaler with several hundred million dollars in annual revenues
(Self-Employed; Myself Only; Management Consulting industry)
May 2003 — December 2005 (2 years 8 months)
Researched and analyzed the strategic issues of five angel and venture capital investments in the financial, legal and technology markets in partnership with Professor Rob Wiltbank
(Privately Held; 1-10 employees; Management Consulting industry)
June 2002 — February 2003 (9 months)
Analyzed strategic issues in the networking, software, and telecom industries for a hedge fund client.
B.A., Mathematics, 1998 — 2002
Scholarships: Washington Scholar (4-year full-tuition scholarship), Intel Scholarship ($5K)
Internships: Intel, Gear.com (acquired by Overstock.com), U.S. Bancorp Piper Jaffray Investment Banking
B.A., Business Administration, 1998 — 2002
Scholarships: Washington Scholar (4-year full-tuition scholarship), Intel Scholarship ($5K)
Internships: Intel, Gear.com (acquired by Overstock.com), U.S. Bancorp Piper Jaffray Investment Banking
Financial Technology, Strategy, Sales, Marketing, Leadership, Social Media, Ultimate Frisbee, Cooking, Coffee