Experience

The FSB Companies, LLC

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Chief Operating Officer

  • Jan 2019 - Present

  The FSB Companies is a private investment firm based in Chicago, IL.• Actively work with portfolio companies to enhance capital management, strategic initiatives, and growth opportunities.• Engage as a management consultant in providing resources and leadership to investment companies• Oversee all financial accounting and analysis for the investment firm• Assist in deal structuring and sourcing new investment opportunities

• Vice President, Finance & Analysis

  • Jan 2016 - Jan 2019

• Financial Analyst

  • Mar 2012 - Jan 2016



Pinnacle Medical Solutions, LLC

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• President/GM

  • Jan 2017 - Oct 2020

  Pinnacle Medical Solutions is a diabetes medical supply company based outside of Memphis, TN. Pinnacle is a portfolio company of The FSB Companies. • Appointed GM by the Board with the responsibilities of enhancing daily operations and leading future growth. • Work closely with a highly knowledgeable and dedicated team in helping our customers receive the supplies/equipment they need with fast and dependable service. Pinnacle Medical Solutions is a diabetes medical supply company based outside of Memphis, TN. Pinnacle is a portfolio company of The FSB Companies. • Appointed GM by the Board with the responsibilities of enhancing daily operations and leading future growth. • Work closely with a highly knowledgeable and dedicated team in helping our customers receive the supplies/equipment they need with fast and dependable service.



Syndicated Equities

• United States
• Real Estate
• 1 - 100 Employee

• Acquisitions Analyst Internship

  • Oct 2011 - Mar 2012

  • Conduct competitive market analysis and initial due diligence on potential property acquisitions • Form relationships with developers and investors to enhance the single and multi-tenant net-lease brokerage division • Analyze potential leases and their financial impact on an investment • Focus on retail, office, and GSA buildings, with particular emphasis on 1031 exchange properties • Conduct competitive market analysis and initial due diligence on potential property acquisitions • Form relationships with developers and investors to enhance the single and multi-tenant net-lease brokerage division • Analyze potential leases and their financial impact on an investment • Focus on retail, office, and GSA buildings, with particular emphasis on 1031 exchange properties



Finca del Niño

• Trujillo, Honduras

• Financial Controller

  • Aug 2009 - Aug 2011



Geraty Investments

• United States
• Financial Services
• 1 - 100 Employee

• Research Analyst Intern

  • May 2008 - Aug 2008