Experience

Orion Group

• Peru
• Construction
• 1 - 100 Employee

• Co-Founder, Director

  • Jan 2021 - Present

  Responsible for full life-cycle of Orion investments – building relationships with exceptional businesses and owners, evaluating partnership opportunities and structuring deals to solve for your goals. Orion Group is a commercial facility services company seeking to partner with and invest in leading family-owned service providers for growth. Orion is building a national platform by investing in leading local businesses with great cultures, attracting the best technical and managerial… Show more Responsible for full life-cycle of Orion investments – building relationships with exceptional businesses and owners, evaluating partnership opportunities and structuring deals to solve for your goals. Orion Group is a commercial facility services company seeking to partner with and invest in leading family-owned service providers for growth. Orion is building a national platform by investing in leading local businesses with great cultures, attracting the best technical and managerial talent and creating unmatched growth and career opportunities for them. To date, we've partnered with market leading businesses in the commercial HVAC, plumbing and controls service providers. We're building a nationwide group of great businesses and would love to get introduced. Show less Responsible for full life-cycle of Orion investments – building relationships with exceptional businesses and owners, evaluating partnership opportunities and structuring deals to solve for your goals. Orion Group is a commercial facility services company seeking to partner with and invest in leading family-owned service providers for growth. Orion is building a national platform by investing in leading local businesses with great cultures, attracting the best technical and managerial… Show more Responsible for full life-cycle of Orion investments – building relationships with exceptional businesses and owners, evaluating partnership opportunities and structuring deals to solve for your goals. Orion Group is a commercial facility services company seeking to partner with and invest in leading family-owned service providers for growth. Orion is building a national platform by investing in leading local businesses with great cultures, attracting the best technical and managerial talent and creating unmatched growth and career opportunities for them. To date, we've partnered with market leading businesses in the commercial HVAC, plumbing and controls service providers. We're building a nationwide group of great businesses and would love to get introduced. Show less



Alpine Investors

• United States
• Investment Management
• 100 - 200 Employee

• Investment Professional

  • May 2018 - Jan 2021

  Alpine Investors is a values-driven private equity firm with a mission to build enduring companies by working with, learning from and developing exceptional people. This PeopleFirst strategy involves finding great values-led CEOs and working closely with them as CEOs-in-Residence to find and pursue founder-owned businesses that are poised for growth but are looking for additional leadership post-transaction. Alpine then works to support these CEOs and invest in their continued… Show more Alpine Investors is a values-driven private equity firm with a mission to build enduring companies by working with, learning from and developing exceptional people. This PeopleFirst strategy involves finding great values-led CEOs and working closely with them as CEOs-in-Residence to find and pursue founder-owned businesses that are poised for growth but are looking for additional leadership post-transaction. Alpine then works to support these CEOs and invest in their continued development and growth as they lead the acquired company to new heights. Over 15 CEOs have worked with Alpine in this capacity, and the average revenue growth in a CEO-in-Residence led company has been over 200% during the life of Alpine’s investment. Alpine specializes in lower middle-market companies in the software, online and business services industries. We have raised over $1.4 billion of committed capital and have invested in more than 60 companies since inception in 2001. The Alpine team includes 24 professionals with diverse investing, operations, management, and finance backgrounds. Visit www.alpine-investors.com to learn more. Show less Alpine Investors is a values-driven private equity firm with a mission to build enduring companies by working with, learning from and developing exceptional people. This PeopleFirst strategy involves finding great values-led CEOs and working closely with them as CEOs-in-Residence to find and pursue founder-owned businesses that are poised for growth but are looking for additional leadership post-transaction. Alpine then works to support these CEOs and invest in their continued… Show more Alpine Investors is a values-driven private equity firm with a mission to build enduring companies by working with, learning from and developing exceptional people. This PeopleFirst strategy involves finding great values-led CEOs and working closely with them as CEOs-in-Residence to find and pursue founder-owned businesses that are poised for growth but are looking for additional leadership post-transaction. Alpine then works to support these CEOs and invest in their continued development and growth as they lead the acquired company to new heights. Over 15 CEOs have worked with Alpine in this capacity, and the average revenue growth in a CEO-in-Residence led company has been over 200% during the life of Alpine’s investment. Alpine specializes in lower middle-market companies in the software, online and business services industries. We have raised over $1.4 billion of committed capital and have invested in more than 60 companies since inception in 2001. The Alpine team includes 24 professionals with diverse investing, operations, management, and finance backgrounds. Visit www.alpine-investors.com to learn more. Show less


EY
• Entertainment Providers
• 1 - 100 Employee
• Business Advisory

  • Sep 2016 - Aug 2017


PwC

• Professional Services
• 700 & Above Employee

• Structured Finance Advisory - Financial Markets

  • 2016 - 2016

  PwC Financial Markets is a global team comprised of financial products experts on virtually all asset classes including Residential and Commercial Mortgages, Auto Loans and Leases, Credit Cards, Student Loans, Derivatives, Commercial Loans and Bonds, Debt and Equity Securities, etc. The team specializes in providing services along the full life cycle of a product, around model governance and validation, accounting advisory, end-to-end transaction support and valuation, business processes… Show more PwC Financial Markets is a global team comprised of financial products experts on virtually all asset classes including Residential and Commercial Mortgages, Auto Loans and Leases, Credit Cards, Student Loans, Derivatives, Commercial Loans and Bonds, Debt and Equity Securities, etc. The team specializes in providing services along the full life cycle of a product, around model governance and validation, accounting advisory, end-to-end transaction support and valuation, business processes and controls, tax and treasury, and capital funding strategies, all as they relate to financial instruments, structured products, and real estate. The Financial Markets practice helps clients achieve success in the capital markets. From navigating complex transactions in new and established products, to treating regulation not simply as a compliance exercise, but as a catalyst for innovation; Financial Market's deep product knowledge and industry insight helps clients future proof their organizations and to seize the opportunities in the market. Show less PwC Financial Markets is a global team comprised of financial products experts on virtually all asset classes including Residential and Commercial Mortgages, Auto Loans and Leases, Credit Cards, Student Loans, Derivatives, Commercial Loans and Bonds, Debt and Equity Securities, etc. The team specializes in providing services along the full life cycle of a product, around model governance and validation, accounting advisory, end-to-end transaction support and valuation, business processes… Show more PwC Financial Markets is a global team comprised of financial products experts on virtually all asset classes including Residential and Commercial Mortgages, Auto Loans and Leases, Credit Cards, Student Loans, Derivatives, Commercial Loans and Bonds, Debt and Equity Securities, etc. The team specializes in providing services along the full life cycle of a product, around model governance and validation, accounting advisory, end-to-end transaction support and valuation, business processes and controls, tax and treasury, and capital funding strategies, all as they relate to financial instruments, structured products, and real estate. The Financial Markets practice helps clients achieve success in the capital markets. From navigating complex transactions in new and established products, to treating regulation not simply as a compliance exercise, but as a catalyst for innovation; Financial Market's deep product knowledge and industry insight helps clients future proof their organizations and to seize the opportunities in the market. Show less



Great American Insurance

• United States
• Insurance
• 700 & Above Employee

• Risk Management

  • May 2015 - Dec 2015

  Researching details about the property assets and operations of organizations applying for insurance through the Specialty Human Services division. Shadowing experienced risk underwriters to learn the intricacies of assessing the risk and necessary premium required in order to insure different organizations. Researching details about the property assets and operations of organizations applying for insurance through the Specialty Human Services division. Shadowing experienced risk underwriters to learn the intricacies of assessing the risk and necessary premium required in order to insure different organizations.