Executive experience in financial and operating roles with entrepreneurial companies and with private equity groups. On the operating company side, experience with fund raising, investor relations, budgeting, strategic goal setting, human resources and overall company management. On the private ...more

Executive experience in financial and operating roles with entrepreneurial companies and with private equity groups. On the operating company side, experience with fund raising, investor relations, budgeting, strategic goal setting, human resources and overall company management. On the private equity side, experiences span the entire investing cycle, from deal sourcing, investment, monitoring and fund management. Specialties: financial budgeting and projections strategic business planning market intelligence and go to market strategies vc, pe and debt financing strategies and implementation Investment advisory services offered through OneAscent Capital, LLC (“OAC”), an investment adviser registered with the United States Securities and Exchange Commission. OAC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides and complies with Regulation D of the Securities Act of 1933.less