Experience

Pure Financial Advisors, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Chief Financial Officer & Managing Partner

  • Jan 2023 - Present

  San Diego, California, United States Oversee M&A, accounting, finance, and legal & corporate matters.

• Managing Partner

  • Aug 2021 - Jun 2023

  San Diego, California, United States

• Interim Chief Operating Officer

  • Aug 2021 - Sep 2022

  San Diego, California, United States Served as interim COO in overseeing all things operations and back-office, with 7 departments and over 50 employees rolling up to me.



Carson Group

• United States
• Financial Services
• 200 - 300 Employee

• Managing Director, Mergers & Acquisitions

  • Oct 2020 - Aug 2021

  San Diego, California, United States

• Vice President, Mergers & Acquisitions

  • Apr 2018 - Oct 2020

  Greater New York City Area



Focus Financial Partners

• United States
• Financial Services
• 1 - 100 Employee

• Senior Associate - M&A

  • Jan 2013 - Mar 2018

  Greater New York City Area Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of and investor in independent, fiduciary wealth management firms with more than 40 partner firms / portfolio companies around the world. In addition to providing capital as non-controlling investors, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and… Show more Founded in 2006, Focus Financial Partners, LLC, is the leading international partnership of and investor in independent, fiduciary wealth management firms with more than 40 partner firms / portfolio companies around the world. In addition to providing capital as non-controlling investors, Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their entrepreneurial independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. Focus was included on Inc. magazine’s 5000 ranking of the nation’s fastest-growing private companies in 2010, 2011 and 2014. In 2012, Focus was named a Crain’s New York Business “Fast 50” growth firm in New York City. As a Senior Associate on the M&A team, a large portion of my role revolves around originating, evaluating and executing transactions on behalf of both the holding company (i.e. new platform investments) and our acquisitive partner firms. I am also intricately involved in a number of responsibilities and initiatives beyond M&A both for the holding company and our partner firms. Specifically, a substantial and growing part of my role is acting a relationship manager for a couple of our portfolio companies, working with them on various strategic initiatives (strategic planning, benchmarking & analytics, budgeting, etc.) and acting as the liaison between them and our other in-house resources. Show less



Harvey & Company LLC

• United States
• Financial Services
• 100 - 200 Employee

• Associate

  • Mar 2010 - Jan 2013

  Newport Beach, CA Deal origination and analysis. Harvey & Company is a leading private equity and corporate advisory firm, placing private equity capital in a wide variety of growing, middle-market businesses across a wide range of industries. We differ from most traditional private equity firms by providing access to capital in a number of different ways. We have placed growth capital/minority investments, recapitalized businesses in majority transactions, consummated 100% buyouts and even have the… Show more Deal origination and analysis. Harvey & Company is a leading private equity and corporate advisory firm, placing private equity capital in a wide variety of growing, middle-market businesses across a wide range of industries. We differ from most traditional private equity firms by providing access to capital in a number of different ways. We have placed growth capital/minority investments, recapitalized businesses in majority transactions, consummated 100% buyouts and even have the ability to provide sub-debt and mezzanine financing. Additionally, Harvey & Company develops and executes acquisition strategies for corporate acquirers and also recommends talented executives for CEO, Director, Chairman, Deal Advisor and Operating Partner roles. Over $1 billion of equity capital has been invested in our projects, including 40 new platforms. Specialties: I specialize in consumer facing products and services, niche industrial manufacturing, distribution and services (i.e. MRO, HVAC, Aerospace, etc.), specialty chemicals, and aftermarket/replacement parts. Show less



Marcus & Millichap

• United States
• Real Estate
• 700 & Above Employee

• Intern

  • Jan 2009 - Mar 2010

  Calculated pro forma statements and update database. Research potential clients via various online and company-wide databases. Conduct over 50 phone calls per day to clients in order to establish and retain relations



Hanover Pacific

• Intern

  • Apr 2008 - Dec 2008

  Collaborated and strategized with the CFO and VP of Capital Markets concurrently for research of potential clients and partners. Initiated over 100 calls per week to various senior investment officers, managing directors, investment bankers, portfolio managers. Qualified potential joint venture partners for the placement of capital into projects ranging between $14 and $120 million. Established database and spreadsheets for maintaining client directory and monitoring status of capital sources