UC Santa Barbara

Principal, Brex Asset Management

Leading our Strategic Partnerships team with the mandate to build pipeline through business development motions, strategic alliances, and channel partnerships across all customer segments.

Brex

Director, Strategic Partnerships

Supporting founders by investing in Seed and Series A deals and providing LPs with index-like exposure to early-stage venture. With over 450 portfolio companies, SPC is actively investing across five regions (Rocky Mountain, Midwest, New England, Southeast, and Texas).

Service Provider Capital

Investment Advisor

Multi-faceted role helping lead the GTM strategy and execution for Startups at Brex, which includes leading portfolio management for Brex Asset Management (Brex's venture debt arm), spearheading new capital solution initiatives, and building community across VCs and startups.

Director, Startups and Capital Solutions

Founding member of Brex Asset Management, which provided capital to early-stage venture-backed technology businesses on the Brex platform with flexible and growth-oriented debt and equity solutions. In March 2023, we fully deployed our fund and paused originations to focus on portfolio management and other new capital solutions.

Principal, Head of Originations, Brex Asset Management

Took a sabbatical to travel the world, bike touring 2,200 miles across Europe, backpacking through northern and western India, and camper vanning around South America.

Career Break

Travel

Engaged with executive management teams and institutional investors to originate and execute equity, debt, and convertible debt capital market transactions for public companies in the technology, healthcare, and real estate industry verticals, while managing new and existing banking relationships and advising clients on financing alternatives.

BTIG

Vice President, Investment Banking and Capital Markets

Responsible for performing financial and business due diligence, constructing dynamic financial models, compiling comps and precedent transaction summaries, and building strategic pitch decks and presentations to support the team's banking relationships and marketing efforts.

Associate, Investment Banking and Capital Markets

Worked closely with founders, executives, and VC sponsors of early-stage and growth-stage venture-backed technology companies to identify financing needs and structure and deliver creative venture debt solutions and other financial products and services to help them grow their businesses.

Comerica Bank

Relationship Manager, Venture Capital Group, Technology Division

Managed credit process for the group's loan portfolios, underwriting venture debt packages for early-stage and growth-stage technology companies, leading the internal credit approval process, drafting term sheets, negotiation loan documents, and monitoring credit exposure.

Senior Credit Analyst, Venture Capital Group, Technology Division

Supported Senior Bankers in managing loan portfolios and monitoring credit exposure, responsible for underwriting asset-based and cash flow debt facilities to middle market companies in a wide range of industries, utilizing various facilities including terms loans, revolving lines of credit, commercial real estate mortgages, constructions loans and specific advance facilities.

Senior Credit Analyst, Middle Market Group

Selected to participate in the Commercial Banking Training Program and supported Senior Bankers in managing loan portfolios and monitoring credit exposure, responsible for underwriting asset-based and cash flow debt facilities to automotive dealerships, utilizing floor plan facilities, term loans, commercial real estate mortgages and construction loans.

Credit Analyst, Dealer Services Group

Took a sabbatical after graduating from UCSB to travel open-endedly and independently through South East Asia for 9 months. Countries visited included Indonesia, Malaysia, Singapore, Thailand, Laos, Cambodia, Vietnam, and Nepal.

Collaborated with Business Consultant to analyze client service inquiries, determine key client concerns, and summarize data findings for Chief Operating Officer and Client Service staff which helped executives prepare effective knowledge base for clients and client service agents.

Silicon Valley Bank

Intern, Client Services Group

Organized team's loan and deposit portfolio into a new CRM software and other internal software systems which enabled Relationship Advisors to save time, better assist their clients, and identify new opportunities.

Billy Hahn