Fundraising Fox

Dave O’Brien

Investor

Advisory Partner at IA Capital Group

Oconomowoc, Wisconsin, United States

About

Dave O’Brien is an advisory partner at IA Capital Group. He previously served as CEO of Agreement Express, a digital onboarding and process automation platform for wealth management firms and payment service providers, and was a founding member of Zywave, an insurance software provider, where he became CEO in 2013 and led its shift to a SaaS platform, along with several acquisitions and exits. He holds a BBA in Marketing from the University of Iowa.

LinkedIn ↗

Experience

  1. IA Capital GroupStrategic Advisorcurrent2023 — present
  2. Elevara GrowthSenior Consultantcurrent2018 — present
  3. Agreement ExpressCEO2019 — 2022Milwaukee
  4. ZywaveCEO2013 — 2017Greater Milwaukee Area
  5. ZywavePresident2012 — 2013Greater Milwaukee Area
  6. ZywaveExecutive Vice President1998 — 2012Greater Milwaukee Area
  7. Frank F. Haack and AssociatesVice President1992 — 1997
  8. MetLifeAccount Executive1988 — 1992

Education

  1. University of IowaBachelor of Business Administration (BBA), Marketing1983 — 1987

Skills & more

Enterprise Software2Account Management26Health Insurance2Insurance32Human Resources3

From Dave's professional profile.

Same school

Also attended University of Iowa35

Ashton KutcherCo-founder of Sound Ventures; launching a new deep-tech venture firm with Morgan BellerDavid AllisonManaging Director at Westlake Village BioPartnersHaider KhanFounder Relations at Transform Capital ManagementRyan LongAssociate at Tri-Valley VenturesCooper LaRueAssociate at American Family VenturesRuth Foxe BladerInvestor at Citrine Venture

+ 29 more

Shared employers

Also worked at MetLife23

MarcInvestor at MGV.VCNeil NagVenture Partner at Moment Ventures, LlcMike PrivetteVenture Partner, Cybersecurity at Bright Pixel CapitalSharon RodriguezVenture Partner at 1843 CapitalWilson RosaVenture Partner at Aspira CapitalKiril DimovFund Investments - Principal at Acurio Ventures

+ 17 more

Colleagues at IA Capital Group

Andy Lerner
Managing Partner at IA Capital Group
Anton Wesener
Principal at IA Capital Group
Bob Sollmann
Advisory Partner at IA Capital Group
Brett Baris
Advisory Partner at IA Capital Group
Bruce Macfarlane
Advisory Partner at IA Capital Group
Christy Lane
Venture Partner at IA Capital Group
Cornelia Spiegel
Advisory Partner at IA Capital Group
Joseph Scheerer
Advisory Partner at IA Capital Group