Independent Director since 2021 General Partner, Open Opportunity Fund, L.P. AGE 54 COMMITTEE MEMBERSHIPS Audit Committee Nominating and Corporate Governance Committee EXPERIENCE General Partner, Open Opportunity Fund, L.P. since August 2024 SVP, Strategic Banking & Wealth Management at Salesforce, Inc. (NYSE: CRM) from September 2022 to October 2023 Managing Director, General Manager-Capital Markets, Microsoft Corporation, where he led the US Capital Markets division from September 2019 to September 2022 Head of Sales & Marketing at Bridgewater Associates from December 2016 to January 2019 Key sales leadership, business development, management and other senior client engagement roles at: Lazard Asset Management (as Managing Director & Head of Alternative Investments Americas, from 2013 to 2016); and Citadel Asset Management (as Acting Head, and Director of Distribution Americas from 2010 to 2013) Various roles over 16 years at J.P. Morgan Chase & Co., with the last four years of his tenure at J.P. Morgan Asset Management, serving as Managing Director, Senior Client Advisor, overseeing business development QUALIFICATIONS, ATTRIBUTES AND SKILLS Seasoned professional with over 25 years of business development, sales, strategy, leadership and management experience at premier financial services organizations and technology companies Possesses fintech acumen and deep financial services industry expertise across investment banking, debt & equity capital markets, private wealth & institutional asset management across traditional assets and alternative investments (hedge funds, private equity, and real assets) OTHER POSITIONS/RECOGNITIONS New York Hall of Science (non-profit), Co-Chair, Nominating and Governance Committee (2022-present) Former Expert Network Member at M12, Microsoft s venture fund (2021 to 2022) Former Board Member, Chair of Finance Committee, The Robert Toigo Foundation (2008 to 2012) Achievement First-Endeavor Charter School (non-profit), Chairman of the Board (2005 to 2010) Robert Toigo Fellow recipient (Harvard Business School) At Morehouse College: Oprah Winfrey full- academic scholarship recipient, a Ford Foundation Doctoral Scholar and a Woodrow Wilson Foundation Public Policy & International Affairs Fellow, and as president of the student body and a representative on Morehouse s Board of Trustees EDUCATION Bachelor of Arts, Morehouse College Master of Business Administration, Harvard Business School