Experience

ALIVE Yoga Studio
• United States
• Wellness and Fitness Services
• 1 - 100 Employee
• Chief Executive Officer

  • Jun 2021 - Present

Sunstone Fitness Holdings
• United States
• Health, Wellness & Fitness
• 1 - 100 Employee
• Chief Executive Officer

  • Jun 2002 - Present


marchFirst, USWeb, CKS

• Manager Field Finance

  • Apr 1999 - Apr 2001

  • Manager of Field Finance – Responsible for the development and distribution of management reporting for company head count, utilization, and chart of accounts. Developed Access databases to manage and generate reports. Trained and transitioned responsibilities to three employees when the corporate office was moved to Chicago. • Manager of Compensation - worked with W.M. Mercer consultants to design and implement a compensation plan for 10,000 employees. Compensation plan had to be… Show more • Manager of Field Finance – Responsible for the development and distribution of management reporting for company head count, utilization, and chart of accounts. Developed Access databases to manage and generate reports. Trained and transitioned responsibilities to three employees when the corporate office was moved to Chicago. • Manager of Compensation - worked with W.M. Mercer consultants to design and implement a compensation plan for 10,000 employees. Compensation plan had to be geographical sensitive and had to transition employees from dozens of plans that existed due to merger. Trained and transitioned responsibility to full time employee. Show less • Manager of Field Finance – Responsible for the development and distribution of management reporting for company head count, utilization, and chart of accounts. Developed Access databases to manage and generate reports. Trained and transitioned responsibilities to three employees when the corporate office was moved to Chicago. • Manager of Compensation - worked with W.M. Mercer consultants to design and implement a compensation plan for 10,000 employees. Compensation plan had to be… Show more • Manager of Field Finance – Responsible for the development and distribution of management reporting for company head count, utilization, and chart of accounts. Developed Access databases to manage and generate reports. Trained and transitioned responsibilities to three employees when the corporate office was moved to Chicago. • Manager of Compensation - worked with W.M. Mercer consultants to design and implement a compensation plan for 10,000 employees. Compensation plan had to be geographical sensitive and had to transition employees from dozens of plans that existed due to merger. Trained and transitioned responsibility to full time employee. Show less



Jugend 07 Basketball Club

• Center & Forward

  • Oct 1998 - Apr 1999

  Responsible for rebounding, scoring and aggressive defense. Responsible for rebounding, scoring and aggressive defense.



Hearing Science, Inc

• United States
• Medical Practices

• Senior Financial Analyst

  • Oct 1997 - Oct 1998

  • Responsible for acquiring audiology practices including explanation of acquisition structure to audiologist, initial due diligence, valuation, presentation, negotiation, final due diligence, and definitive documentation. • Successfully designed, implemented and executed the affiliation functional area. • Successfully rewrote Management Services Agreement and Asset Purchase Agreement revising structure, adding clarification, and achieving compliance with auditors. • Restructured… Show more • Responsible for acquiring audiology practices including explanation of acquisition structure to audiologist, initial due diligence, valuation, presentation, negotiation, final due diligence, and definitive documentation. • Successfully designed, implemented and executed the affiliation functional area. • Successfully rewrote Management Services Agreement and Asset Purchase Agreement revising structure, adding clarification, and achieving compliance with auditors. • Restructured valuation, budgeting, accounting, and definitive documentation into a congruent function. • Designed and developed the methodologies used to comprehensively track and report the status of the prospective acquisitions. • Met with investors to present and defend the company’s valuation model and rollout strategy. • Trained and managed the financial analyst in the development department. Show less • Responsible for acquiring audiology practices including explanation of acquisition structure to audiologist, initial due diligence, valuation, presentation, negotiation, final due diligence, and definitive documentation. • Successfully designed, implemented and executed the affiliation functional area. • Successfully rewrote Management Services Agreement and Asset Purchase Agreement revising structure, adding clarification, and achieving compliance with auditors. • Restructured… Show more • Responsible for acquiring audiology practices including explanation of acquisition structure to audiologist, initial due diligence, valuation, presentation, negotiation, final due diligence, and definitive documentation. • Successfully designed, implemented and executed the affiliation functional area. • Successfully rewrote Management Services Agreement and Asset Purchase Agreement revising structure, adding clarification, and achieving compliance with auditors. • Restructured valuation, budgeting, accounting, and definitive documentation into a congruent function. • Designed and developed the methodologies used to comprehensively track and report the status of the prospective acquisitions. • Met with investors to present and defend the company’s valuation model and rollout strategy. • Trained and managed the financial analyst in the development department. Show less



CareSelect Group, Inc

• Financial Analyst

  • Oct 1994 - Oct 1997

  • Involved in merging and acquiring physician practices including initial due diligence, valuation, and final due diligence of over 40 million dollars in acquisitions. • Developed valuation model used to identify historical trends, deviations from national standards, and growth opportunities necessary to value the physician groups for merger or acquisition. • Managed the initial due diligence of over 20 physician groups. • Communicated and met with the physician groups to gather the… Show more • Involved in merging and acquiring physician practices including initial due diligence, valuation, and final due diligence of over 40 million dollars in acquisitions. • Developed valuation model used to identify historical trends, deviations from national standards, and growth opportunities necessary to value the physician groups for merger or acquisition. • Managed the initial due diligence of over 20 physician groups. • Communicated and met with the physician groups to gather the data required for the valuation model. • Consolidated and analyzed the information gathered from the physician groups. • Worked closely with the Vice President of Development and legal counsel in all aspects of due diligence. • Produced a weekly status report to keep executive staff apprised of sales and development “Red Flags” as well as the progress of all groups in the development process.

• Research Analyst

  • Oct 1994 - Oct 1997

  • Compiled local payor member data and generated geographic representations of the payor’s member density by zip code using Atlas GIS. These maps were utilized to develop specialty Independent Physician Associations (IPAs) and demonstrate geographic coverage of our IPAs. • Designed, developed, and maintained a physician provider database of our specialty IPAs in Microsoft Access. Assured data integrity and expanded data manipulation and reporting capabilities. • Used a national physician… Show more • Compiled local payor member data and generated geographic representations of the payor’s member density by zip code using Atlas GIS. These maps were utilized to develop specialty Independent Physician Associations (IPAs) and demonstrate geographic coverage of our IPAs. • Designed, developed, and maintained a physician provider database of our specialty IPAs in Microsoft Access. Assured data integrity and expanded data manipulation and reporting capabilities. • Used a national physician database to identify and qualify specialty physician groups to effectively direct sales force toward potential affiliates.