COO VIA Folio, a division of
Folio Investments, Inc., a part of Folio Financial, Inc.
Working to revolutionize how alternative and digital securities are bought, sold, custodied and serviced in the U.S.
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I'm working to revolutionize how alternative securities (private and non-traded equity and debt, including digital/blockchain/token securities) are bought and sold in the U.S. with VIA Folio, the online investing platform, distribution network, and marketplace powered by Folio's unique clearing and custody brokerage for broker/dealers, serial issuers, Registered Investment Advisers (RIAs) and investors.
I'm currently focused on creating a broad and deep marketplace of offerings and investors, partnering with investment bankers, broker dealers and online investing sites that focus on IPOs, private and non-traded securities, all using the Folio technology and operations.
We are supporting a better way for companies and funds to access capital, and making it simple and cost effective to buy and hold alternative securities in your online brokerage account as part of your diversified portfolio of public and private equity and debt -- expanding the available asset classes and driving down minimum purchase amounts to enable potentially lower portfolio risk through diversification.
I'm available by email at firstname.lastname@example.org and by phone at 703-245-4826 (email is best to start).
I'm currently the Chief Operating Officer of VIA Folio, an innovative IPO, private and alternative investment platform that makes it easy for online platforms, issuers, investors, brokers and advisors to engage with IPOs, private and alternative debt and equity offerings. Part of Folio Investments, Inc., VIA Folio supports issuance, custody, servicing and secondary transactions in public and private equity and debt investments, and other listed and unlisted securities. I joined the company in 2007, and have led retail customer acquisition and management, partnerships, portfolio acquisition, introducing broker services, and other business development activities.
I previously served as a Director of Marketing and Analysis at Capital One for credit card and direct banking divisions, and as an officer in the U.S. Navy. I have more than 15 years of experience in the financial services industry, hold a degree in economics from the University of California at San Diego, and an MBA from the Wharton School at the University of Pennsylvania.
COO VIA Folio
Folio Investments, Inc.
September 2007 - present
Director of Marketing and Analysis
June 1999 - March 2007
Wharton School at the University of Pennsylvania
Master of Business Administration (M.B.A.)
2003 - 2005
University of California, San Diego
1990 - 1994