Experience

Burkland

• United States
• Financial Services
• 1 - 100 Employee

• Member of CFO Practice

  • Mar 2022 - Present

  New York City Metropolitan Area Burkland gives startups a solid foundation to grow with confidence. We provide the expertise that makes economic sense for all growth stages - ranging from Pre-Seed to Series C. Our on-demand CFOs, accountants, HR, and tax experts give strategic guidance to ease a company’s growing pains and provide financial and operational insight to scale. Burkland serves over 500 startups across the United States. Learn more at - https://burklandassociates.com



Drink LMNT

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Head Of Finance

  • Jan 2018 - Mar 2022

  Drink LNMT, a Proton Enterprises portfolio company, makes a sugar-free electrolyte drink mix. The company is backed by over 160 investors and has a top line growing 5x y-o-y. The product is used by athletes, health influencers, and dozens of professional sports teams.



Proton Enterprises

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

• Head of Finance

  • Jan 2017 - Mar 2022

  Greater New York City Area Proton Enterprises is a family office that launches growth businesses in the health and wellness industry. Functional roles across portfolio companies include: • Head of Finance of Drink LMNT (www.drinklmnt.com), maker of an electrolyte beverage. • Head of Finance of Drink Patch (www.drinkpatch.com), maker of restorative drinks for gamers. • Head of Finance of Choose Health (www.choosehealth.com), which will launch its first product in 2Q22. • Head of Finance at EquityNet, a… Show more Proton Enterprises is a family office that launches growth businesses in the health and wellness industry. Functional roles across portfolio companies include: • Head of Finance of Drink LMNT (www.drinklmnt.com), maker of an electrolyte beverage. • Head of Finance of Drink Patch (www.drinkpatch.com), maker of restorative drinks for gamers. • Head of Finance of Choose Health (www.choosehealth.com), which will launch its first product in 2Q22. • Head of Finance at EquityNet, a crowdfunding site, until a successful exit in 1Q18. • Ongoing Head of Credit Committee on venture loans made by Proton. Show less



Visualize Wealth

• Investment Management

• Chief Operating Officer

  • 2015 - 2017

  Greater New York City Area Visualize Wealth's next-generation mobile investment reporting provides easy-to-understand, highly visual investment reports that are conveniently placed inside a user's primary banking mobile application. • Led sales and business development efforts by targeting C-level buyers at banks, credit unions, and financial advisers. • Company was one of 10 startups chosen from over 400 applicants to participate in Startupbootcamp’s first US accelerator program.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Other Career Highlights, 2000-2014

  • 2000 - 2014

  New York City Metropolitan Area • Merrill Lynch, VP, High Yield & Distressed Debt Sales • Lehman Brothers, Associate, Investment Banking Division (Leveraged Finance Group)