Chief Strategy Officer

• Aug 2022 - Present

Managing Director

• Feb 2022 - Present

The Vickery Group is a boutique consultancy providing advisory services to emerging companies from start-up through growth. Areas of expertise include business strategy, capital structure, capital raising, corporate and operational structuring, financial and operations modeling, budgeting, forecasting, reporting and accounting and financial operations. The Vickery Group is a boutique consultancy providing advisory services to emerging companies from start-up through growth. Areas of expertise include business strategy, capital structure, capital raising, corporate and operational structuring, financial and operations modeling, budgeting, forecasting, reporting and accounting and financial operations.

Chief Financial Officer

• Mar 2021 - Jan 2022

Karum Group is a fintech company focused on providing a full suite of credit solutions and services to retailers in Mexico and LATAM. Karum’s solutions enable its customers to increase sales and gross margin through expanding their customer bases and payment options. Through its credit modeling and management capabilities, Karum can provide credit to consumers who may not qualify under traditional methods, enabling them to participate in the digital marketplace and build their credit history. Karum Group is a fintech company focused on providing a full suite of credit solutions and services to retailers in Mexico and LATAM. Karum’s solutions enable its customers to increase sales and gross margin through expanding their customer bases and payment options. Through its credit modeling and management capabilities, Karum can provide credit to consumers who may not qualify under traditional methods, enabling them to participate in the digital marketplace and build their credit history.

Chief Financial and Administrative Officer (CFO & CAO)

• Apr 2018 - Mar 2021

Vericlave, Inc. is a cybersecurity company focused on offering customers a fully integrated portfolio of national security grade solutions that conceal networks and prevent cyber hacks against critical assets. Maintaining a hardware root of trust from the perimeter to the core, Vericlave’s zero-trust solutions combine software, encryption and unique key management technology to prevent intrusions and defeat zero-day exploits and malware. Vericlave secures mission critical control systems by using a unique virtual air gap to isolate and contain critical assets.

Managing Director

• Jun 2010 - Mar 2021

TWV Capital Management is an independent private equity firm that provides growth capital to private companies while allowing owners and management to maintain majority ownership and control. In addition to providing capital, TWV Capital brings an experienced team of industry and functional experts, entrepreneurs, and seasoned professionals who serve as trusted advisors and resources for portfolio companies. TWV Capital Management is an independent private equity firm that provides growth capital to private companies while allowing owners and management to maintain majority ownership and control. In addition to providing capital, TWV Capital brings an experienced team of industry and functional experts, entrepreneurs, and seasoned professionals who serve as trusted advisors and resources for portfolio companies.

Chief Financial and Chief Compliance Officer (CFO & CCO)

• Sep 2007 - Dec 2009

Aldus Capital is an independent alternative and investment management firm with assets under management of over $7.0 billion. Aldus Capital provides private equity investment advisory and monitoring services and manages fund of funds and co-investment funds for some of the largest public pension plans in the United States. Aldus Capital is an independent alternative and investment management firm with assets under management of over $7.0 billion. Aldus Capital provides private equity investment advisory and monitoring services and manages fund of funds and co-investment funds for some of the largest public pension plans in the United States.

Senior Strategy Associate

• Apr 2005 - May 2007

Ewing Management Group (fka Carlyle Management Group) is an independent private equity firm focused on investments in distressed companies and operational turnarounds in asset-intensive industries. Ewing Management Group (fka Carlyle Management Group) is an independent private equity firm focused on investments in distressed companies and operational turnarounds in asset-intensive industries.

Vice President

• Aug 2000 - Mar 2005

The Carlyle Group is a global investment firm with $223 billion of assets under management across 362 investment vehicles. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,775 professionals operating in 33 offices in North America, South America, Europe, the Middle East, Africa, Asia and Australia. The Carlyle Group is a global investment firm with $223 billion of assets under management across 362 investment vehicles. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world’s largest and most successful investment firms, with more than 1,775 professionals operating in 33 offices in North America, South America, Europe, the Middle East, Africa, Asia and Australia.

Tax Manager

• Aug 1995 - Jul 2000