Experience

Potentis Capital

• United States
• Investment Management
• 1 - 100 Employee

• Chief Financial Officer, Operating Board Member

  • Jan 2014 - Present

  Potentis Capital is a private equity firm that specializes in growth equity and recapitalization for health care and related services, consumer products, and technology companies. We work side-by-side with our affiliate management teams to brainstorm big picture ideas and execute all the details involved in plan implementation. Our portfolio currently includes: MedAffect, Tone House and BuzzRx. One of the top priorities of the Potentis Capital family is community support. We foster… Show more Potentis Capital is a private equity firm that specializes in growth equity and recapitalization for health care and related services, consumer products, and technology companies. We work side-by-side with our affiliate management teams to brainstorm big picture ideas and execute all the details involved in plan implementation. Our portfolio currently includes: MedAffect, Tone House and BuzzRx. One of the top priorities of the Potentis Capital family is community support. We foster relationships with a number of nonprofits through donations and resource sharing to help organizations further their missions. Our alliances include Make-A-Wish as well as 15 regional food banks in America. Show less Potentis Capital is a private equity firm that specializes in growth equity and recapitalization for health care and related services, consumer products, and technology companies. We work side-by-side with our affiliate management teams to brainstorm big picture ideas and execute all the details involved in plan implementation. Our portfolio currently includes: MedAffect, Tone House and BuzzRx. One of the top priorities of the Potentis Capital family is community support. We foster… Show more Potentis Capital is a private equity firm that specializes in growth equity and recapitalization for health care and related services, consumer products, and technology companies. We work side-by-side with our affiliate management teams to brainstorm big picture ideas and execute all the details involved in plan implementation. Our portfolio currently includes: MedAffect, Tone House and BuzzRx. One of the top priorities of the Potentis Capital family is community support. We foster relationships with a number of nonprofits through donations and resource sharing to help organizations further their missions. Our alliances include Make-A-Wish as well as 15 regional food banks in America. Show less


BuzzRx
• United States
• Wellness and Fitness Services
• 1 - 100 Employee
• Chief Financial & Operating Officer

  • Aug 2020 - Present


Projixx

• United States
• Business Consulting and Services

• Founder

  • Aug 2008 - Present

  At Projixx we believe you will find our teams experience of interest. Specifically, we can bring you highly developed talents in directing sales and operations through strategic planning and effective management of staff and budgets. As collaborative team builders with solid management, sales, operational and communication skills, we are certain we can make a valuable contribution to your goals. Our staff's areas of expertise and applicable skills include strategic business planning, commercial… Show more At Projixx we believe you will find our teams experience of interest. Specifically, we can bring you highly developed talents in directing sales and operations through strategic planning and effective management of staff and budgets. As collaborative team builders with solid management, sales, operational and communication skills, we are certain we can make a valuable contribution to your goals. Our staff's areas of expertise and applicable skills include strategic business planning, commercial asset acceleration, new business development, operations management, P&L management, startup operations, sales & marketing, budgeting, client relations, contract negotiations, account acquisition / management, software development , conflict resolution and mediation. Show less At Projixx we believe you will find our teams experience of interest. Specifically, we can bring you highly developed talents in directing sales and operations through strategic planning and effective management of staff and budgets. As collaborative team builders with solid management, sales, operational and communication skills, we are certain we can make a valuable contribution to your goals. Our staff's areas of expertise and applicable skills include strategic business planning, commercial… Show more At Projixx we believe you will find our teams experience of interest. Specifically, we can bring you highly developed talents in directing sales and operations through strategic planning and effective management of staff and budgets. As collaborative team builders with solid management, sales, operational and communication skills, we are certain we can make a valuable contribution to your goals. Our staff's areas of expertise and applicable skills include strategic business planning, commercial asset acceleration, new business development, operations management, P&L management, startup operations, sales & marketing, budgeting, client relations, contract negotiations, account acquisition / management, software development , conflict resolution and mediation. Show less



MedAffect

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

• Chief Strategy Officer

  • Sep 2013 - May 2017

  MedAffect is a third-party administrator and full-service provider specializing in business management and advisory services. To help organizations reach their objectives, we have specialists and industry leaders who can provide strategic insights, practical solutions and skilled execution in the areas of: accounting; brand management; business analysis & reporting; call center; financial services; human resources; insurance assessment; internal audit; marketing; philanthropy; sales… Show more MedAffect is a third-party administrator and full-service provider specializing in business management and advisory services. To help organizations reach their objectives, we have specialists and industry leaders who can provide strategic insights, practical solutions and skilled execution in the areas of: accounting; brand management; business analysis & reporting; call center; financial services; human resources; insurance assessment; internal audit; marketing; philanthropy; sales support services; strategic planning. Our Senior Leadership Team is comprised of recognized experts in their respective fields, with decades of experience as both team members and leaders. They understand the challenges companies face and offer strategic & practical solutions to achieve goals. Clients represent the consumer sales, fitness, health care and wellness industries. Show less MedAffect is a third-party administrator and full-service provider specializing in business management and advisory services. To help organizations reach their objectives, we have specialists and industry leaders who can provide strategic insights, practical solutions and skilled execution in the areas of: accounting; brand management; business analysis & reporting; call center; financial services; human resources; insurance assessment; internal audit; marketing; philanthropy; sales… Show more MedAffect is a third-party administrator and full-service provider specializing in business management and advisory services. To help organizations reach their objectives, we have specialists and industry leaders who can provide strategic insights, practical solutions and skilled execution in the areas of: accounting; brand management; business analysis & reporting; call center; financial services; human resources; insurance assessment; internal audit; marketing; philanthropy; sales support services; strategic planning. Our Senior Leadership Team is comprised of recognized experts in their respective fields, with decades of experience as both team members and leaders. They understand the challenges companies face and offer strategic & practical solutions to achieve goals. Clients represent the consumer sales, fitness, health care and wellness industries. Show less



Watertree Health

• United States
• 1 - 100 Employee

• Chief Strategy Officer

  • Oct 2012 - May 2017

  Watertree Health is a privately held company that was founded to address the growing need for affordable health care products and services by over 100 million uninsured or underinsured Americans. Our management team, which has spent years in the health care industry, saw a dramatic gap grow between the retail prices of prescriptions and medical therapies, and the uninsured/underinsured’s ability to absorb these costs out-of-pocket. Through no fault of their own, many hard-working… Show more Watertree Health is a privately held company that was founded to address the growing need for affordable health care products and services by over 100 million uninsured or underinsured Americans. Our management team, which has spent years in the health care industry, saw a dramatic gap grow between the retail prices of prescriptions and medical therapies, and the uninsured/underinsured’s ability to absorb these costs out-of-pocket. Through no fault of their own, many hard-working Americans are now having to decide between health care or food. It’s a choice that Watertree Health executives feel no one should ever have to make. We have forged partnerships with industry leaders that include Bioscrip Inc, a national provider of specialty pharmacy and home health services, major retail pharmacies such as Walgreens and CVS, and other medical providers. Our mission to make Americans stronger and healthier every day inspires and unites the people of Watertree Health. We operate nationally in more than 30 states, with over 200 representatives working locally to assist the uninsured/underinsured in their communities. Show less Watertree Health is a privately held company that was founded to address the growing need for affordable health care products and services by over 100 million uninsured or underinsured Americans. Our management team, which has spent years in the health care industry, saw a dramatic gap grow between the retail prices of prescriptions and medical therapies, and the uninsured/underinsured’s ability to absorb these costs out-of-pocket. Through no fault of their own, many hard-working… Show more Watertree Health is a privately held company that was founded to address the growing need for affordable health care products and services by over 100 million uninsured or underinsured Americans. Our management team, which has spent years in the health care industry, saw a dramatic gap grow between the retail prices of prescriptions and medical therapies, and the uninsured/underinsured’s ability to absorb these costs out-of-pocket. Through no fault of their own, many hard-working Americans are now having to decide between health care or food. It’s a choice that Watertree Health executives feel no one should ever have to make. We have forged partnerships with industry leaders that include Bioscrip Inc, a national provider of specialty pharmacy and home health services, major retail pharmacies such as Walgreens and CVS, and other medical providers. Our mission to make Americans stronger and healthier every day inspires and unites the people of Watertree Health. We operate nationally in more than 30 states, with over 200 representatives working locally to assist the uninsured/underinsured in their communities. Show less



944 Media

• United States
• Technology, Information and Internet

• Chief Operating Officer

  • Oct 2006 - Jul 2008

  A lifestyle and event planning media company specializing in the publication of lifestyle magazines and the planning of large-scale national events ~150 employees in 9 different national markets. A lifestyle and event planning media company specializing in the publication of lifestyle magazines and the planning of large-scale national events ~150 employees in 9 different national markets.



Bullseye Wireless

• United States
• Retail

• President

  • Jun 2000 - Oct 2006

  One of the largest indirect wireless providers for all major carriers throughout Arizona, expanding from 3 retail locations in 2000 to 23 locations in 2003. One of the largest indirect wireless providers for all major carriers throughout Arizona, expanding from 3 retail locations in 2000 to 23 locations in 2003.