Experience

SageSure

• United States
• Insurance
• 300 - 400 Employee

• Chief Operating Officer

  • Sep 2017 - Present

  As COO, oversee corporate development, financial planning & analysis, and corporate strategy for fast growing, $1 billion, tech-forward insurance MGA * Led execution of $375 million growth capital raise from Ares and $125 million raise from 4-bank syndicate * Conduct company and department strategy planning in facilitation of 30%+ annualized revenue growth and 5x enterprise value expansion since joining in 2017 * Drive financial forecasting and procurement functions in support of 50% EBITDA CAGR * Developed employee equity plan, resulting in broad-based team wealth creation and 99% annual retention of plan participants * Wear various hats as necessary for growing, entrepreneurial organization - overseeing at various times legal, HR, office operations, analytics and additional operational functions Show less



Change for Kids

• United States
• Non-profit Organizations
• 1 - 100 Employee

• CEO and Executive Director

  • Feb 2009 - Aug 2017

  • Volunteered to become Executive Director when organization nearly closed during recession • Increased revenue over 25x from $79,000 to $2,000,000 annually • Built a network of 3,000 annual donors, including dedicated high net worth supporters and strategic partnerships with corporations such as Apollo Global Management and HarperCollins • Beat budget projections every year for eight consecutive years • Oversaw a network of 12 partner schools serving nearly 5,000 students per year • Initiated “school change team model,” which was recognized by Mutual of America as one of the nation’s top 10 most scalable charitable models • Created 5 year strategic plan, outlining vision to grow to 30 schools by 2021 and a roadmap for achievement Show less



Atlantic-Pacific Capital

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

• Vice President

  • Oct 2005 - Feb 2009

  • Along with three colleagues, initiated Direct Private Placements desk to raise private growth and acquisition capital for specific transactions • Group raised more than $1 billion in capital for private transactions in industries including financial services, industrials and real estate • Ran process from initiation to close of transaction, including preparation of offering documents and financial models, selection of and presentation to investors, structuring and negotiations between competing syndicates • Evaluated and provided diligence of principal investment opportunities for the firm’s equity capital Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Analyst

  • Jun 2003 - Oct 2005

  • Only East coast analyst in group that closed 43 late stage venture capital and PIPE transactions for $2.7 billion in industries including healthcare, consumer & retail, technology, financial institutions and sports • Top ranked bulge bracket private equity placement group for 2003, 2004 and 2005 • Assisted in evaluation of business plans and presented selected clients to VC and hedge fund investors • Only East coast analyst in group that closed 43 late stage venture capital and PIPE transactions for $2.7 billion in industries including healthcare, consumer & retail, technology, financial institutions and sports • Top ranked bulge bracket private equity placement group for 2003, 2004 and 2005 • Assisted in evaluation of business plans and presented selected clients to VC and hedge fund investors