top of page
Kassidy Welte Sorensen
Founder & Managing Principal
Kassidy grew up in Las Vegas and escaped the heat by spending her summers in Orange County, where she fell in love with the ocean and Balboa Island. During the rest of the year, Kassidy learned from her parents who worked in small business healthcare, insurance, and construction. This sparked her own passion for working with small businesses.
Kassidy studied finance and advertising at Brigham Young University, where she met her husband, Scott. Before graduating, Kassidy took two years off to go on a service mission in Japan, where she learned Japanese and helped women develop faith and self-reliance skills.
After graduating, Kassidy became a product manager at Capital One, where she led the Capital One credit card application, which has 100M+ visits annually. She made her way back to California and has been here ever since. Some of the work she led included:
-
Modernized Capital One's credit card application to improve security, reliability, and scalability
-
Used customer interviews and behavioral data to simplify the application and increase approval and completion rates
-
Provided credit limit increases for small businesses during the pandemic using new data sources and technology
-
Simplified expense tracking and management for small businesses by connecting their accounts to expense tools
While Kassidy loved building products that reached a broad audience, she felt drawn back to her roots of working with small businesses. To strengthen her leadership and management skills, she decided to pursue an MBA at Stanford alongside her husband, Scott.
While at Stanford, Kassidy worked at Amazon where she supported the development, training, and use of machine learning models for large and small businesses. She also worked at Condor Airlines in Germany to improve their ground operations through enhanced performance metrics and standard operating procedures.
She now lives in Aliso Viejo and works out of Newport Beach. She loves beach volleyball, pickleball, skiing, and spending time with her nieces, nephews, and dog Mollie.
Scott Sorensen
Advisor
Scott spent his winters skiing in Salt Lake City and his summers surfing in Newport Beach. From a young age, Scott learned from his dad the valuable lessons of operating businesses.
Scott studied accounting at Brigham Young University and was a member of the BYU swim team. He met his wife, Kassidy, during their first weekend at BYU. Before graduating, Scott took two years off to go on a service mission in Northern Canada.
After school, Scott received his CPA and worked for accounting firm PwC, where he worked in deal advisory. He then decided to move to the operating side of business and joined Twin Bridges Hospitality, where he supported the operations of multiple hotels within the Dauntless Capital portfolio.
Scott decided to continue building his operating and management skills by getting his MBA at Stanford. After graduation, he became an investor at a local private equity firm.
He now lives with Kassidy in Aliso Viejo and works out of Newport Beach. He enjoys competitive swimming, golf, pickleball, and surfing.
bottom of page