Experience

Preceptor Capital

• United States
• Capital Markets
• 1 - 100 Employee

• Co-Founder, Partner

  • Mar 2018 - Present

  Preceptor Capital (www.preceptorcapital.com) invests in early-stage businesses and provides practical business advice to the management team. All of the partners at Preceptor Capital have owned their own businesses and know what it is like to start a company, raise money, manage a P&L, make payroll and solve customer issues. We are unique in that we have been in your shoes and uniquely understand your challenges; we just don’t provide money, we provide guidance, counsel and leadership. Preceptor Capital (www.preceptorcapital.com) invests in early-stage businesses and provides practical business advice to the management team. All of the partners at Preceptor Capital have owned their own businesses and know what it is like to start a company, raise money, manage a P&L, make payroll and solve customer issues. We are unique in that we have been in your shoes and uniquely understand your challenges; we just don’t provide money, we provide guidance, counsel and leadership.



HighRidge Insurance Services, LLC

• Westlake Village Ca

• Partner

  • Jan 2007 - Apr 2019

  Who We Are: HighRidge Insurance Services have a reputation of surpassing our client’s expectations. We truly care about our client’s well-being and focus on servicing businesses who appreciate their employees’ health and welfare. We are intimately familiar with the specific needs of this marketplace and understand that employee benefits are often one of the largest expenses a small business undertakes. This appreciation instills in us a dedication to ensuring we provide you with the best possible value. Our Mission: To be recognized as the preeminent Insurance services company that guarantees realistic and honest advice, being extremely accessible; and always committed to placing our client’s needs at the forefront of everything we do. Our Vision: To be a trusted advisor and consultant to our client’s leadership teams by always proactively managing your insurance options, monitoring your business needs; and helping your company achieve financial stability and business success through strategic and practical employee benefits management. Our Philosophy: To adapt to our client’s needs and operate according to their preferences – be it online, in person or on the phone. At the same time, we pride ourselves on our relatively old-fashioned approach to business. We return calls promptly, provide you with one senior level advisor as your point of contact, customize every plan, and address each employee’s needs separately. Show less



Diversified Human Resources

• Phoenix, Arizona Area

• CEO

  • Jun 2009 - Jan 2012

  DHR is a human resources outsourcing company, PEO and Employee Benefits Broker that provides group benefits, cobra, payroll, and HR services to companies with 25 to 1000 employees. My major responsibilities: strategy, P/L, marketing, growth and expense initiatives, culture, product development, acquisitions, and quarterly board meetings and monthly communication with P/E investor. DHR is a human resources outsourcing company, PEO and Employee Benefits Broker that provides group benefits, cobra, payroll, and HR services to companies with 25 to 1000 employees. My major responsibilities: strategy, P/L, marketing, growth and expense initiatives, culture, product development, acquisitions, and quarterly board meetings and monthly communication with P/E investor.



USI Insurance Services

• United States
• Insurance
• 700 & Above Employee

• COO Western Retail

  • Nov 1998 - Dec 2006

  USI is a national insurance brokerage firm that provides property and casualty, employee benefits, personal risk, and retirement solutions customized for clients. My major responsibilities: I initially ran the Northern California operation, promoted to the CEO of the West Coast operation and then promoted to the COO of the Western US. In these positions I was responsible for strategy, P/L, marketing, sales and expense initiatives, culture and acquisitions. USI is a national insurance brokerage firm that provides property and casualty, employee benefits, personal risk, and retirement solutions customized for clients. My major responsibilities: I initially ran the Northern California operation, promoted to the CEO of the West Coast operation and then promoted to the COO of the Western US. In these positions I was responsible for strategy, P/L, marketing, sales and expense initiatives, culture and acquisitions.