JB

Joe Brickman

Managing Partner at VentureDNA

Lake Forest, Illinois

Overview

Work Experience

  • Managing Partner

    2020 - Current

    VentureDNA is a Private Equity firm focused on providing advice and sources of venture capital, private equity, and debt recapitalization with an emphasis on early-stage innovative growth companies. We work directly with the CEO and senior leadership in the areas of business strategy, investor relations, technology innovation, operations, and sales management. We have a long history of designing private equity and private real estate solutions. VentureDNA currently has offices located in IL and CO.

  • Chief Commercial Officer

    2017 - 2020

    - Senior Executive charged with organizing, deploying, and driving sales optimization and customer success. - Lead and directed the National Accounts, Inside Sales and Channel Sales for NRS, a leading FinTech provider of B2B SaaS and advisory consulting services. - Responsible for the commercial performance and GTM strategy at NRS. - Managed three national teams (65 FTEs) including sales, product, and the professional services group.

  • Chief Operating Officer

    2015 - 2017

    - Worked directly with the CEO at the holding company level to create a long-term operational sales strategy. - Developed an annual business plan with measurable results; aligned objectives with the annual budget. - Created and implemented the new business development strategies. - Oversight and development of the sales, marketing teams, including collateral material and the website development team. - Managed day-to-day administrative functions, including human resources, finance, and accounting; worked closely with the CEO and Presidents on business development and deal execution. Collaborated with Managing Directors as needed.

  • Managing Director and Senior Vice President - Market Director

    2013 - 2015

    -Market Director for the Midwestern markets for PNCs Institutional Asset Management Services. -Responsible for leading five teams of professionals (40 FTEs) in delivering institutional investment management products and services to Corporations, Unions, Municipalities, Non-profits, Foundations, and Endowments. -Lead the national practice for PNC Institutional Asset Management's Foundations and Endowments vertical. -Delivery of integrated investment advice through PNC's open architecture, proprietary mandates via consultant relationships, banking solutions, asset servicing solutions.

  • Senior Vice President - Institutional Advisory Services

    2011 - 2013

    -Senior Vice President responsible for the Midwest team's new business development for Northern Trust’s Outsourced Chief Investment Officer (OCIO)/Multi-Manager Solutions practice focused on Endowments and Foundations and Global Family Offices. -Consulted directly with clients, including the development of investment policy, strategic and tactical asset allocation positioning, investment manager search, selection and oversight, portfolio construction, ongoing risk management, monitoring, and continuous improvement of investment programs. -Investment advisory experience includes extensive work with asset allocation, open architecture implementation, alternative investments, and complex account architectures.

  • Senior Vice President - Institutional Sales

    2004 - 2011

  • Senior Vice President - Institutional Sales

    1999 - 2004

  • Vice President - Investments

    1995 - 1999

Relevant Websites