Experience

Parkstone Growth Partners

• United States
• Investment Management
• 1 - 100 Employee

• Vice President

  • May 2019 - Present

  Greater New York City Area Parkstone Growth Partners is a business building investment partner that invests in and partners with entrepreneurial founders to grow their business. We specialize in physical and behavioral healthcare businesses. At Parkstone, my role is two-fold: half of my time is spent as an investment professional sourcing, assessing, performing due diligence, structuring and closing partnerships with new companies; the other half of my time is spent directly inside our partner companies in a… Show more Parkstone Growth Partners is a business building investment partner that invests in and partners with entrepreneurial founders to grow their business. We specialize in physical and behavioral healthcare businesses. At Parkstone, my role is two-fold: half of my time is spent as an investment professional sourcing, assessing, performing due diligence, structuring and closing partnerships with new companies; the other half of my time is spent directly inside our partner companies in a hands-on operating role. Currently serving as the interim CFO at Parkview Dental Partners and BASS ABA Therapy.

• Senior Associate

  • Sep 2017 - May 2019

  Greater New York City Area



Walnut

• United States
• Consumer Services
• 1 - 100 Employee

• Co-Founder

  • Apr 2017 - Sep 2017

  Greater New York City Area Walnut was a start-up company re-imagined how the moving industry operates by re-categorizing moving from logistics to a people-first hospitality business. We test-launched the business in the summer of 2017. See the our blog posts below to learn more about the idea, and why we decided to end the test.



Warby Parker

• United States
• Apparel & Fashion
• 700 & Above Employee

• Associate Manager, Retail Finance & Strategy

  • Dec 2016 - Apr 2017

  Greater New York City Area Sole retail and real estate manager for the retail segment, responsible for financial strategy and FP&A. Responsibilities included managing the P&L for the retail segment, including spend and hiring decisions, creating and maintaining the budget for retail, analyzing potential new store opportunities (P&L, lease terms, market analysis, etc.), leading projects to optimize existing store performance, and store financial reporting including the creation and distribution of store metric dashboards.

• Analyst, Retail Finance & Strategy

  • Feb 2015 - Dec 2016

  Greater New York City Area



J.P. Morgan

• United States
• Financial Services
• 700 & Above Employee

• Analyst & Associate - Investment Banking Coverage

  • Jun 2012 - Jan 2015

  Greater New York City Area Position in generalist investment banking coverage group working with all industries (with emphasis on consumer / retail and diversified industries). Advisory on all investment banking products, with focus on sell-side mergers & acquisitions; also includes divestitures, equity raises (IPO, follow-on), private placements and syndicated & leveraged finance. Provided comprehensive financial analysis, including discounted cash flow, trading and precedent transaction valuation, accretion / dilution… Show more Position in generalist investment banking coverage group working with all industries (with emphasis on consumer / retail and diversified industries). Advisory on all investment banking products, with focus on sell-side mergers & acquisitions; also includes divestitures, equity raises (IPO, follow-on), private placements and syndicated & leveraged finance. Provided comprehensive financial analysis, including discounted cash flow, trading and precedent transaction valuation, accretion / dilution and LBO analysis. Show less



Appaloosa Management

• Intern

  • 2011 - 2011