Experience

Blue River Financial Group

• United States
• Investment Banking
• 1 - 100 Employee

• Managing Director

  • Mar 2019 - Present

  Middle Market Boutique Investment Banking Firm headquartered in Michigan with transaction values typically ranging from $1M to $100M. Strategically advise clients on Mergers & Acquisitions/Corporate Development opportunities including acquisition sourcing, negotiating Letters of Intent and coordinating due diligence. Clients span Fortune 500, private equity firms and privately held businesses. • Strategically partner and advise clients in the Consumer Products, Manufacturing… Show more Middle Market Boutique Investment Banking Firm headquartered in Michigan with transaction values typically ranging from $1M to $100M. Strategically advise clients on Mergers & Acquisitions/Corporate Development opportunities including acquisition sourcing, negotiating Letters of Intent and coordinating due diligence. Clients span Fortune 500, private equity firms and privately held businesses. • Strategically partner and advise clients in the Consumer Products, Manufacturing, Investment Advisory, Business Services, Life Sciences, Software, Transportation, Utility Infrastructure, and Distribution industries to identify business opportunities, develop new acquisition opportunities, grow revenue and attain investment objectives. • Develop, identify and convert acquisition targets to potential sellers (owners and CEO’s). • Leverage strong operational and strategic leadership experience to develop and build strong relationships with prospective companies’ CEOs and owners by becoming their trusted advisor. Show less



Insurance Green Marketing & Pareto Sales Training

• President

  • Jun 1994 - May 2019

  Columbus, Ohio Metropolitan Area Founder and President of Insurance Green Marketing and Pareto Sales Training. Stood up sales teams nationally for several national insurance marketing groups and financial services companies through various channels. Provided recruiting, sales training, and lead generation for partnering companies.



Financial Gravity

• United States
• Financial Services
• 1 - 100 Employee

• Chief Sales Officer

  • Jul 2017 - Mar 2019

  Dallas/Fort Worth Area Chief Sales Officer recruiting nationwide sales teams, adding partners to various distribution channels, conducted training with live events and portal based training. Also provided seasoned guidance and expertise as President , Leadership Team member, and Board Member.



Fischer Homes

• United States
• Construction
• 500 - 600 Employee

• Sales Manager

  • Sep 2013 - Mar 2017

  Columbus, Ohio Area Sales Manager and sales leader for regional home builder. Part of the Columbus Ohio Division.



National Revenue Corporation

• Division Vice President

  • May 1987 - Dec 1995

  Lansing, Michigan Area Receivables management and collections company. Midwest Regional Manager and Division Vice President Mountain West Division