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Advising startups, Investing in projects, Meeting new people, Mentoring, Offering Expertise, Professional opportunities, Supporting my investments
Schools:
New York University, University of Oklahoma
WORK EXPERIENCE
Employer:
i2E, Inc., Oklahoma City, OK
Position:
Director of Enterprise Services
Time period:
May 2007 - Present
Description:
I manage and advise a diverse portfolio of start-up companies. In the course of my duties, I review and counsel entrepreneurs and researchers with opportunities about their technology’s commercial viability, their business model’s strength, and their potential market position. Additionally, I develop relationships with angel investors and venture capital investment funds across the United States. Finally, I represent and support our clients in presentations and negotiations for investment capital.
i2E works with Oklahoma companies, inventors, researchers, and entrepreneurs to turn technological innovations into exceptional business opportunities for our state. Since 1998, we have interviewed more than 1100 companies. Over half have become clients and so far nearly 300 of those have successfully completed our staged access to capital process to introduce their investment opportunity to our investor network. More than 120 of those companies have secured more than $294 million in investment capital.
More information about our company and its accomplishments can be found at http://www.i2E.org.
Employer:
UBS Financial Services, Oklahoma City, OK
Position:
Financial Advisor
Time period:
April 2006 - May 2007
Employer:
University of Central Oklahoma, Edmond, OK and Oklahoma City University, Oklahoma City, OK
Position:
Adjunct Professor
Time period:
August 2005 - December 2007
Description:
I teach various finance courses to undergraduate and graduate students. My course offerings have included Financial Management, Security Analysis, Investments and Personal Finance .
Employer:
Avondale Investments, Oklahoma City, OK
Position:
Vice President
Time period:
May 2004 - April 2006
Description:
I provided financial advisory and brokerage services to businesses, institutions and affluent individuals in areas including portfolio design and management, investment research, tax efficiency analysis, and business planning, development, and structuring.
Employer:
MetaFund, Oklahoma City, OK
Position:
Financial Analyst Intern
Time period:
January 2004 - December 2004
Employer:
Bear, Stearns & Co., New York, NY
Position:
Summer Associate
Time period:
January 2003 - December 2003
Employer:
Various companies, Nationwide
Position:
Manager/Trainer/Internal Consultant
Time period:
January 1993 - December 2001
Description:
I served as a trainer of management teams for a national publicly traded hospitality group. Additionally, I acted as a manager or consultant on service and efficiency matters for numerous top-ranked hospitality businesses across the U.S. It all started when I left law school and became a club DJ(!).
EDUCATION
University:
University of Oklahoma
Time period:
2004
Degree:
Finance and Entrepreneurship, MBA
University:
New York University
Time period:
2003 - 2003
Degree:
Price Scholar Program
University:
University of Oklahoma
Time period:
1991
Degree:
Political Science, BA
INFORMATION
Memberships:
• Member, Advisory Board, Entrepreneurship Program, Francis Tuttle Technology Center
• Member, Advisory Council, Downtown Oklahoma City YMCA
• Resource Council Co-Chairperson, Finance Committee Chairperson, Board of Elders, 1st Presbyterian Church, Oklahoma City
MobileTrainer is an internet startup changing the world by... Allowing a low cost alternative to costly personal training and is available anytime,anywhere on a PC or Mobile Device.
InnoTech is a business to business technology and innovation conference and expo currently focused on four markets: Portland, Austin, TX, San Antonio, TX and Oklahoma City
Monique Terrell is the CEO & President of Sparkle Internet Image Solutions. She has more than 15 years of Internet, eLearning and website development experience. Monique is also an experienced speaker.
I am the Owner/Operator of Fitness Fulfillment, a personal training fitness facility in Oklahoma. My Start-up company MobileTrainer is set for Beta Launch 9-1-09. MT is a Mobile or PC Fitness Coach Application.
