Certifications

CFAChartered Financial Analyst

Sector Experience

Healthcare
Financial Services
Business Services
Energy
Technology

Languages

English
15
years

Years of Experience

10/13

Member Since


Experience

 
Apollo Behaviorla Services Corporate Strategy & Development
Board Member
04/2020 - Present
Serving as a board member for an Autism focused behavioral health company.

SBC Management LLC Corporate Strategy & Development
CEO and Board Member
03/2017 - 02/2020
CEO of a multi-unit dermatology company. Executed 6 acquisitions over 2 years, rapidly scaled the business until selling it to a large family office with Deutsche Bank as the investment banker in October 2019. Grew top-line 200% from the initial date of acquisition. Experience with healthcare laws and legal structuring, billing, clinic flow, EMR and practice management systems, call centers, marketing, real estate, hr, integrating acquisitions, and patient care.

Gemini Investors Finance
Executive-in-Residence
09/2016 - 03/2017
Served as an Executive-in-Residence with the goal of operating as CEO one of Gemini's portfolio companies.

Arborview Capital Finance
Vice President
10/2008 - 01/2014
Develop detailed financial models to determine valuation, structuring alternatives, cash flow, and returns sensitivity. Responsible for conducting comprehensive business, financial, and market due diligence on potential investments. Authored 3 exhaustive investment memorandums that were integral in securing capital for the deals and the fund. Created fundraising related marketing materials.Review and negotiate key legal documents, including asset/stock purchase agreements and credit documents.

Banc of America Securities Finance
Investment Banking Analyst
08/2005 - 08/2007
Served as analyst advising companies on M&A transactions withing the business services space. Extensive work with modeling and industry research.