Experience

Graham Allen Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Director, Healthcare Services Group

  • Jan 2017 - 7 years

  Indiana

• Senior Associate

  • Jun 2015 - Dec 2016

  Indiana

• Associate

  • Jun 2014 - May 2015

  Indiana

• Associate Intern

  • Nov 2012 - May 2014

  Indiana



AC3, Inc.

• United States

• Board Member

  • Jan 2017 - 7 years

  www.AC3health.com

• Chief Operating Officer

  • Aug 2017 - May 2018

  Indiana



Private

• United States
• Real Estate

• Interim CFO

  • Jan 2015 - Jun 2015

  Indiana Operated as the interim CFO for a large healthcare organization generating over $130 million in annual revenue.



IrishAngels

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Associate

  • Dec 2013 - May 2014

  Greater Chicago Area The IrishAngels investing group is dedicated to furthering startup growth through early stage investments in which a founder, Board member, or active investor is a student, graduate, parent, or faculty member at the University of Notre Dame. As an Associate, I was directly involved in all facets of the deal process, including: - Sourcing new deals for the group - Performing due diligence - Developing financial models - Crafting investment memoranda and presentation materials



Fluence, P.C.

• Junior Assurance Manager - Healthcare

  • Jan 2008 - Jul 2012

  portland, oregon area Mid 2011 - 2012: Junior Assurance Manager - Led multiple teams of Junior and Senior Assurance Associates - Managed all client interactions and relationships with my client base - Provided financial analysis and operations consulting services - Managed quarterly and annual assurance and tax workflows for my client base - Participated in the management of the firm and the development of strategic plans - Led educational meetings for staff and clients Mid 2009 - Mid 2011:… Show more Mid 2011 - 2012: Junior Assurance Manager - Led multiple teams of Junior and Senior Assurance Associates - Managed all client interactions and relationships with my client base - Provided financial analysis and operations consulting services - Managed quarterly and annual assurance and tax workflows for my client base - Participated in the management of the firm and the development of strategic plans - Led educational meetings for staff and clients Mid 2009 - Mid 2011: Senior Assurance Associate - Reviewed work completed by Assurance Associates - Prepared financial analyses - Prepared corporate tax planning - Supervised & mentored Assurance Associates 2008 - Mid 2009: Assurance Associate - Prepared quarterly and annual assurance - Prepared compilation reports - Prepared corporate and individual tax returns - Prepared business personal property and use tax returns - Prepared business 1099's Show less



LandAmerica

• Uruguay
• Financial Services

• Escrow Assistant

  • Mar 2007 - Aug 2007

  Portland, Oregon Area Real estate escrow management and accounting services.