23
years

Years of Experience

6/15

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
Red Dog Capital LLC Finance
Co-founder and Managing Partner
03/2012 - Present
* Sole manage day-to-day activities of Red Dog Capital, formerly an angel investment syndicate (pre-2016) and currently a $3.5MN AUM venture capital fund focused on seed stage software technology investments
* Responsibilities include: investment deal sourcing, structuring and due diligence; portfolio management and advisory (operations and fundraising); fund administration; LP marketing and relations
* Since inception, 3 exits have exceeded 5x cash returns in aggregate

FlareWorks, Inc. Start-Up
Co-founder, Business and Operations
08/2014 - 08/2015
* Oversee internal business operations and financial management for FlareWorks, a developer of on-demand, mobile communication applications
* Areas of responsibilities include: corporate development and investor relations – $1MN of seed capital raised; product strategy and management of Flares, rated a “Best New App” by Apple; user support and feedback acquisition; HR administration and recruiting; long-term financial planning and budgeting

Goldman Sachs Finance
Vice President
09/2010 - 08/2014
* Senior managed over $4BN of financing transactions for health systems and universities for various situations, including project financings, acquisitions and recapitalizations
* Managed strategic advisory engagements for healthcare clients, including valuation analysis and execution for mergers and acquisitions, divestitures and joint venture partnerships
* Advised client executive teams and Boards on long range financial planning

Cain Brothers Finance
Vice President
05/2009 - 08/2010
* Executed $1BN of advisory and financing transactions for healthcare and senior care clients

Goldman Sachs Finance
Associate
06/2006 - 01/2009
* Investment banking associate focused on the hospital and higher education sectors

Banc of America Securities Finance
Equity Research Associate
07/2001 - 07/2002
* Part of Institutional Investor “All America” equity research team covering for-profit universities, K-12 management companies and e-learning software providers

iMind Education Systems / Tenth Dimension Start-Up
Director, Corporate Development
05/1999 - 06/2001
* Led corporate development for early-stage K-12 education software company (iMind) and marketing consulting firm (Tenth Dimension)

Banc of America Securities Finance
Analyst
08/1997 - 05/1999
* Analyst in the Leveraged Finance Group providing advisory and financing services to financial sponsor clients for leveraged buyout acquisitions