Experience

iBridge Global Partners

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Managing Partner, Founder

  • Jun 2019 - Present

  iBridge empowers family enterprises and families to navigate the intricate intersection of ownership and growth at every stage. We achieve this by offering comprehensive support in crucial areas such as family governance, succession planning, and business continuity. Our mission is to help you not only preserve your family's legacy but also cultivate sustainable prosperity for generations to come. iBridge empowers family enterprises and families to navigate the intricate intersection of ownership and growth at every stage. We achieve this by offering comprehensive support in crucial areas such as family governance, succession planning, and business continuity. Our mission is to help you not only preserve your family's legacy but also cultivate sustainable prosperity for generations to come.



Nationwide

• Insurance
• 700 & Above Employee

• Consulting Partner, Corporate Strategy and Risk (post-acquisition role)

  • Mar 2017 - Mar 2020

  After selling to Nationwide, I advised company leadership on how to build out their retail financial services segment and integrate the acquisition of Jefferson National’s product. Then ran cross-functional teams to execute those strategies and ensure that when segment went live, it was a seamless experience both internally and externally. After selling to Nationwide, I advised company leadership on how to build out their retail financial services segment and integrate the acquisition of Jefferson National’s product. Then ran cross-functional teams to execute those strategies and ensure that when segment went live, it was a seamless experience both internally and externally.



Jefferson National Financial Corp.

• United States
• Financial Services
• 1 - 100 Employee

• Partner/Co-Founder

  • Mar 2011 - Mar 2017

  Jefferson National was a multi-award winning leading FinTech startup within the tax efficient investment products space. Helped grow the concept into a billion-dollar enterprise with 180 employees and a presence in three states within just eight years. Ultimately, we successfully sold the company to Nationwide in 2017. Jefferson National was a multi-award winning leading FinTech startup within the tax efficient investment products space. Helped grow the concept into a billion-dollar enterprise with 180 employees and a presence in three states within just eight years. Ultimately, we successfully sold the company to Nationwide in 2017.



Sagris Fund

• Board Member

  • Jun 2013 - Feb 2016

  Sagris is a family office that primarily invested in family businesses. I sat on the evaluation committee and helped portfolio companies to achieve their goals. Sagris is a family office that primarily invested in family businesses. I sat on the evaluation committee and helped portfolio companies to achieve their goals.



Crowe

• United States
• Accounting
• 700 & Above Employee

• Manager - Private Business Practice

  • Oct 2007 - Mar 2011

  Crowe is a top 10 consulting firm in the US. Due to the economic climate, we worked with a diverse range of businesses and ownership structures. For those businesses grappling with substantial financial hurdles, we've crafted bankruptcy and exit strategies aimed at facilitating seamless transitions and mitigating losses. For businesses that were positioned to survive, we helped the owners build thriving assets. Guiding them through the maze of family, ownership, organic… Show more Crowe is a top 10 consulting firm in the US. Due to the economic climate, we worked with a diverse range of businesses and ownership structures. For those businesses grappling with substantial financial hurdles, we've crafted bankruptcy and exit strategies aimed at facilitating seamless transitions and mitigating losses. For businesses that were positioned to survive, we helped the owners build thriving assets. Guiding them through the maze of family, ownership, organic growth, governance, professionalization, talent development and succession planning - creating a clear roadmap to achieve their goals. Show less Crowe is a top 10 consulting firm in the US. Due to the economic climate, we worked with a diverse range of businesses and ownership structures. For those businesses grappling with substantial financial hurdles, we've crafted bankruptcy and exit strategies aimed at facilitating seamless transitions and mitigating losses. For businesses that were positioned to survive, we helped the owners build thriving assets. Guiding them through the maze of family, ownership, organic… Show more Crowe is a top 10 consulting firm in the US. Due to the economic climate, we worked with a diverse range of businesses and ownership structures. For those businesses grappling with substantial financial hurdles, we've crafted bankruptcy and exit strategies aimed at facilitating seamless transitions and mitigating losses. For businesses that were positioned to survive, we helped the owners build thriving assets. Guiding them through the maze of family, ownership, organic growth, governance, professionalization, talent development and succession planning - creating a clear roadmap to achieve their goals. Show less



Cotton + Allen

• Louisville, KY

• Audit & Tax Consultant

  • Jan 2006 - Sep 2007

  Led audit & tax engagements for small and medium-sized family owned/privately held businesses. Led audit & tax engagements for small and medium-sized family owned/privately held businesses.



Humana

• United States
• Insurance
• 700 & Above Employee

• Financial/Business Analyst - Medicare

  • Feb 2003 - Jan 2006

  Member of a 3-person team that led financial forecasting and modeling efforts related to Humana’s multi-billion-dollar Medicare reimbursement business. Additionally, participated in varying capacities on several anticipated and executed acquisitions in the Senior Products space.

• Financial Analyst

  • Sep 2002 - Feb 2003

  Worked directly for the CFO of Medicare division, managed Silver Sneaker's program budget and related ad-hoc projects.



Colgate-Palmolive

• United States
• Manufacturing
• 700 & Above Employee

• Financial Business Analyst - Rotaional Internship Program

  • Jun 2001 - Jan 2002

  Was in charge of a team of 3 interns, focused on finding ways to optimize freight cost and reduce rent expense for domestic operations. Was in charge of a team of 3 interns, focused on finding ways to optimize freight cost and reduce rent expense for domestic operations.