Expert Details
Healthtech & Private Equity, Healthy Aging, & Longevity
ID: 739761
California, USA
Expert believes that the heightened self-awareness and expectations of the older generation of seniors has driven and will continue to drive increased interest and investment of time, energy, and money into researching healthy aging. We live at a time of unprecedented demographic change, wherein the oldest age groups are the fastest-growing, a phenomenon aptly termed the ‘silver tsunami.’ Leading edge baby boomers are now in their 70s, and with this rising tide, we are presented with a new model of how to spend one’s golden years. Many of today’s seniors are engaged in active retirement, health activism, and generally staying active. Indeed ‘active’ appears to be the operative word, and with it comes a demand for healthier aging.
In the last 15+ years, Expert's career has spanned the globe but also been strategically focused in the San Francisco Bay Area. During this time, she has excelled in diverse areas such as entrepreneurship, international finance, and scientific and market research to maximize value for both startups and large-scale organizations. This broad experience, combined with a deep dive over the last 10 years into health and wellness, healthtech, and biotechnology, has positioned her well to understand and appreciate the explosive growth we are witnessing in digital health, driven by demographics of an aging population and catalyzed by COVID-19.
Expert is an award-winning, cross-functional leader with a track record in cultivating strategic relationships, negotiating and executing “win-win” financial and commercial transactions, and building high-performance teams to deliver consistent, sustainable growth across highly competitive markets.
Education
Year | Degree | Subject | Institution |
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Year: 2020 | Degree: MS | Subject: Drug Discovery and Development | Institution: Drexel University College of Medicine |
Year: 2002 | Degree: MBA | Subject: Finance & Economics | Institution: Columbia University |
Work History
Years | Employer | Title | Department |
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Years: 2023 to Present | Employer: Undisclosed | Title: Executive Director | Department: |
Responsibilities:- Responsible for all aspects of running a licensed in-home senior care agency.- Providing in-home care and assistance for seniors and adults with homecare needs. - Provides companion, homemaking and personal care according to a customized care plan. |
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Years | Employer | Title | Department |
Years: 2011 to Present | Employer: Undisclosed | Title: Managing Director | Department: |
Responsibilities:- Enabling financial and commercial success of tech and biotech start-up companies through go-to-market strategy, fundraising, debt restructuring, cashflow modeling, managerial accounting, asset valuation, portfolio analysis, corporate strategy, and governance. |
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Years | Employer | Title | Department |
Years: 2023 to Present | Employer: Undisclosed | Title: Advisor | Department: |
Responsibilities:- Changing the story around aging by helping employee alumni live fulfilled through the PEAK(TM) stage of life. |
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Years | Employer | Title | Department |
Years: 2020 to Present | Employer: Undisclosed | Title: Investing Member, Active Aging & Longevity Fund | Department: |
Responsibilities:- Emerging knowledge and solutions that will improve longevity and vitality- New technologies and solutions to enhance the aging experience for those 50+ as well as those caring for the elderly. - Serve as an investing member of the fund and a longevity expert guest speaker at the Active Aging Innovation Challenge in August 2020, an event sponsored by AARP Innovation Labs. |
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Years | Employer | Title | Department |
Years: 2021 to 2023 | Employer: Feebris | Title: Head of US Partnerships | Department: |
Responsibilities:- Originated and executed all US deployments for a UK-based health technology start-up. Closed first US sales for the company.- Researched and identified the optimal disruptive market opportunity: point-of-pain, value proposition, competitive advantage and SWOT analysis, relevant use cases / personas, minimum viable product and API integration gap analysis, point of entry and expansion roadmap, and strategic partnership ecosystem. - Identified and established strategic partnerships and relationships with healthcare providers and channel partners. |
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Years | Employer | Title | Department |
Years: 2020 to 2021 | Employer: Donisi Health | Title: VP of Commercialization | Department: |
Responsibilities:- Led all commercial efforts in North America. Closed first sales for the company.- Realigned the organization’s business focus and conceptualized and implemented a holistic commercialization strategy for an industry-disrupting remote patient monitoring solution for seniors with chronic conditions, factoring in critical developments in digital health market, regulatory (FDA) clearance, and provider/payor/payvider landscape. - Researched and identified the optimal disruptive market opportunity, point-of-pain, value proposition, competitive advantage and SWOT analysis, relevant use cases / personas, minimum viable product and API integration gap analysis, point of entry and expansion roadmap, and strategic partnership ecosystem. - Launched the go-to-market strategy: established and cultivated relationships with key strategic commercial and investment partners, developed the annual operating plan, and executed sales and operational ramp-up. Closed first sales for the company. - Leveraged expertise in finance and banking to develop a comprehensive financial valuation model, including detailed pricing and sales forecasts, to secure investor buy-in and generate capital to take the company’s medical device to market. |
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Years | Employer | Title | Department |
Years: 2018 to 2020 | Employer: Buck Institute for Research on Aging | Title: Researcher, Tracy Lab | Department: |
Responsibilities:- Investigated molecular and cellular events leading to cognitive decline and memory loss in Alzheimer’s disease and frontotemporal lobar degeneration (FTLD) and published multiple articles in the field of biology of aging.- Differentiated human iPSCs into neuronal cells genomically edited to induce tau pathology and conducted subsequent proteomic and immunohistochemistry analysis to identify potential mechanisms of action for synaptic dysfunction. - Poster presentation: "Tau-mediated Local Protein Translation Dysregulation." Bay Area Aging Meeting - Previous Buck experience: Hands-on internship in the Lithgow and Andersen laboratories. Protein quantification. Western blot. PCR. Cell culture, dosage/treatment, maintenance (splitting, freezing, etc.), viability assays. Worm maintenance (c.elegans). |
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Years | Employer | Title | Department |
Years: 2012 to 2017 | Employer: Right at Home Marin | Title: CEO | Department: |
Responsibilities:- Started, built, ran, and sold an award-winning, commercially successful licensed agency providing in-home care and assistance to seniors and disabled adults.- Developed an effective successorship strategy and sold the business for an IRR of >30%. The company remains a profitable going concern. - Working with seniors got me interested in the science of aging and neurodegeneration. I sold the business to pursue a career in health and life sciences. |
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Years | Employer | Title | Department |
Years: 2008 to 2010 | Employer: Fleming Family & Partners Ltd, Raven Russia Ltd | Title: Director, Capital Markets and Investor Relations | Department: |
Responsibilities:- Ran structured finance for two UK-based private equity funds developing and investing in commercial properties. Sourced and arranged bank financing (debt, mezzanine, and equity) and negotiated JV equity documentation.- Performance under pressure: secured $95m debt financing during the global economic crisis. - Coordinated internal and external investor relations, including corporate and shareholder reporting (private, institutional, and sovereign entities from the US, UK, and the Middle East). |
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Years | Employer | Title | Department |
Years: 2002 to 2008 | Employer: Bank of America Merrill Lynch | Title: Vice President | Department: |
Responsibilities:- Originated, structured, underwrote, and executed jumbo financings ranging from $100M to over $1B for operating companies in the UK and Europe, specializing in financial sponsor (private equity) driven M&A transactions.- Managed relationships with financial sponsors, borrowers, and syndication partners through funding, syndication, and takeout via securitization. |
Career Accomplishments
Awards / Recognition |
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Named one of 1000 Longevity Leaders worldwide by Longevity International. |
Publications and Patents Summary |
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Author of one publication. |