Dec 2023 – Present · 2 yrs 5 mos · San Francisco Bay Area

• AI Takeoffs for the Trades

Jun 2023 – Present · 2 yrs 11 mos

Aug 2021 – Present · 4 yrs 9 mos · New York, United States

• Vertical AI for Special Education

Apr 2021 – Present · 5 yrs 1 mo

Oct 2020 – Present · 5 yrs 7 mos · New York, United States

Sep 2020 – Present · 5 yrs 8 mos · New York, United States

• Realm is building the Financial Advisor for your Home

Apr 2019 – Present · 7 yrs 1 mo · New York, United States

Sep 2018 – Present · 7 yrs 8 mos · New York City Metropolitan Area

• General Partner
• Lead new Vertical AI, hardware and robotics investments.
• Previous deals in Built World (PropTech, Construction, Hospitality and Climate), SMB (Dental, Manufacturing Automation, Healthcare, Sales Enablement and Home Services), Fintech and Defense.
• Key AI Areas of Interest:
• 1. AI-Native Vertical GTM Tooling
• 2. AI-Native Vertical Collaboration Software
• 3. Hardware Activated Agent Networks
• 4. Full Stack Robotics Service Companies
• 5. NextGen Manufacturing
• Board Member
• Lighttable
• Realm
• Fuse Finance
• Marker Learning
• Cardinal Lands
• Ply
• Gryps
• Bobyard
• Stealth AI Home Services Co
• Stealth AI MSP Growth Agent
• Stealth Pathogen OS
• Board Observer
• Dandy
• Helaina
• Retirable
• Previous Board Observer
• Lili
• Slice
• Small Door
• Flock
• Angel Investments include Standard Bots, Manifest Law and January AI

May 2017 – Sep 2018 · 1 yr 4 mos · Greater New York City Area

• Chief of Staff to CEO Mark Gerson

Feb 2017 – Sep 2018 · 1 yr 7 mos · Greater New York City Area

• Working with GLG, Thuzio, Voray, United Hatzalah and AMHF co-founder Mark Gerson on a variety of diversified business, investment and philanthropic initiatives.
• Manage early-stage investment in startups (Pre-Seed through Series A).
• Investments include:
• Bunker - InsureTech for the Future of Work
• Botkeeper - AI-Powered Accounting Firm
• Universal Standard - Plus size women's clothing
• The Guild - Short-Term Rentals
• Standard Bots - An AI powered robot that can perform many physical tasks with a positive ROI.
• Stealth FinTech Company
• OFE - Marketplace for non-containerized Dry Bulk, Oil Tanker, and Gas Freight Markets
• January - AI debt collection
• Working closely with portfolio companies Voray, Thuzio and Julius
• Incubating new concepts
• Launching Professional Athlete Business Mentor Network that connects the top names in business with the top names in sports for executive coaching style mentorship

Jan 2017 – Present · 9 yrs 4 mos

Nov 2016 – Jan 2018 · 1 yr 2 mos · Greater New York City Area

Oct 2016 – Present · 9 yrs 7 mos · Greater New York City Area

• Vicki and Fred Modell established the Jeffrey Modell Foundation (JMF) in 1987, in memory of their son Jeffrey, who died at the age of fifteen, from complications of Primary Immunodeficiency (PI) - a genetic condition that is chronic, serious, and often fatal. JMF is a global nonprofit organization dedicated to early diagnosis, meaningful treatments and, ultimately, cures through research, physician education, public awareness, advocacy, patient support and newborn screening.

Mar 2015 – Feb 2017 · 1 yr 11 mos

• Corigin Ventures is a New York-based investor of early-stage capital and support. Leveraging operational expertise and cross-industry relationships, it seeks tech-enabled startups in high-growth markets led by inspirational teams. Free of limited partners or sector constraints, Corigin Ventures focuses on Seed and Series A investments.
• My responsibilities include:
• Deal Sourcing
• Due Diligence
• Portfolio Company Support
• Led deals internally or worked as primary contact with portfolio companies including:
• Kashable - Pay-roll deductible loans as an employee benefit
• Latch - Smart access control company
• ClassWallet - Digital wallet for teachers
• LoftSmart - Transactional marketplace for student rentals
• Morty - Kayak of Mortgages
• Worked on strategy with WheelsUp and Series A fundraising with Zeel.
• Venture Fellow - March 2015 - May 2015
• Analyst - May 2015 - May 2016
• Associate - May 2016 - Feb 2017

Mar 2015 – May 2015 · 2 mos

• Corigin Ventures is a New York-based investor of early-stage capital and support. Leveraging operational expertise and cross-industry relationships, it seeks tech-enabled startups in high-growth markets led by inspirational teams. Free of limited partners or sector constraints, Corigin Ventures focuses on Seed and Series A investments.

Apr 2014 – Apr 2017 · 3 yrs · Coral Gables, FL

• Serve as member of the advisory board for the University of Miami Entrepreneurship Program within the School of Business Administration. My goal is to help bring a fresh, young point of view to the board, which in turn will help steer the future curriculum, events, and structure of the program.

Sep 2013 – Mar 2015 · 1 yr 6 mos

• Speaker and Lecturer on early stage startups, entrepreneurship, business plan writing, product development/sourcing, family/friends businesses, kickstarter, new product marketing/branding, and networking.
• Prior engagements include Babson College, Providence College, Roger William University, and University of Miami School of Business Board.
• Consulting experience includes:
• Performing due diligence and analysis on strategic investment, M&A and mobile app opportunities for a financial services client
• Creating and executing partnership/business development strategy for a stealth stage tech startup
• Formulating a research driven online marketing strategy, repositioning platform and financial projections for D2C footwear brand resulting in 50% increase in sales
• Educating the marketing departments of two $1M+ apparel brands on eCommerce marketing strategies, platforms and available SaaS tools
• Identifying and making introductions for numerous high growth consumer products companies to manufacturing partners, product developers and component suppliers
• Sourcing potential investment opportunities for numerous angel investors and startups

Aug 2011 – Aug 2015 · 4 yrs · Miami, FL

• Raised $40,000 and launched a start up lifestyle casual footwear brand prior to college graduation
• Formalized outsourcing, operations and importing strategy with Chinese, Dominican, Mexican and El Salvadorian manufacturers
• Strategically created and implemented marketing, sales, and distribution operations
• Assembled and managed a core team of 6 employees, 3 consultants, 2 independent sales representatives and 200+ brand ambassadors
• Generated mid-six figures of cumulative revenue through an eCommerce website, Boston based pop-up shop and 60 independent retail stores in 10 states
• Analyzed and adjusted eCommerce marketing plan resulting in 38% increase in conversion rate and 95% increase in website traffic year over year
• Researched, implemented and tested numerous SaaS platforms for LTV, customer service, task management, social media analytics and eCommerce hosting
• Built out an advisory board with executives from Nine West, Clarks, Converse, Karmaloop and HerCampus
• Created numerous partnerships and events with companies including Mavrck, Ministry of Supply, Theorem, Hudson Sutler, Country Club Prep and Touch of Modern
• “Break-even” in Year 2
• Advisory Board Members
• Jeff Lienhart - EVP Taylormade Golf
• Katlyn Schultz - Founder/ SVP Brand, Product and Operations Dakini, Inc
• Nichole Dickinson - Former Creative Director at Gemvara and Art Director at The Clark's Companies
• Pam Salkovitz - Former President of Stride Rite

Aug 2010 – Dec 2011 · 1 yr 4 mos · Coral Gables, FL

• Teaching assistant and project leader for 10 incoming freshman working with non-profit organizations. Designed and integrated a brand new marketing strategy for reaching out to untouched demographics. Also worked with student-athletes designing their schedules around practices, meetings, games, and more.

May 2010 – Jan 2012 · 1 yr 8 mos

• Real estate agent specializing in Luxury Rentals and Sales in Boston.

Feb 2009 – Sep 2011 · 2 yrs 7 mos

• Marketing and Sales Department at Framingham, MA based Identity Force. Working with the government, healthcare, higher education, merchants, and more. Identity Force takes a 360 degree approach to identity theft protection and compliance, aiming to put their clients needs first.
• Initiated partnership that led to acquisition of customers with the highest LTV and significant revenue
• Created educational and pitch materials for higher education, government and merchant customers
• Managed the design of direct to consumer landing page tests and marketing plan in affiliate advertising space
• Worked with offshore developers to create interactive training portal