Experience

Pangaea Holdings

• United States
• Holding Companies
• 1 - 100 Employee

• Principal

  • Jun 2010 - Present

  Strategy | Advisory | Fundraising | M&A ▪️ Team lead on all aspects of fundraising & dealmaking, including deal sourcing & structuring, financial modeling, negotiations, due diligence, and execution. ▪️ Portfolio company advisory. ▪️ Head of management & consulting subsidiary which provides advisory services to C-suite & senior management executives within its target sectors (growth + turnaround & restructuring advisory). Strategy | Advisory | Fundraising | M&A ▪️ Team lead on all aspects of fundraising & dealmaking, including deal sourcing & structuring, financial modeling, negotiations, due diligence, and execution. ▪️ Portfolio company advisory. ▪️ Head of management & consulting subsidiary which provides advisory services to C-suite & senior management executives within its target sectors (growth + turnaround & restructuring advisory).



VINGO

• United States
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• President

  • Sep 2023 - Present

  Early stage gamified B2B2C fit-tech app for health clubs. Members will earn rewards via cardio workouts in virtual worlds, while health clubs will promote their brand, increase member engagement, and sell more ancillary services. Early stage gamified B2B2C fit-tech app for health clubs. Members will earn rewards via cardio workouts in virtual worlds, while health clubs will promote their brand, increase member engagement, and sell more ancillary services.



LIV Fitness Clubs

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Co-Founder & CEO

  • Jun 2010 - Jan 2019

  Provided vision, strategy, and successfully executed a business plan that led to long-term value creation for shareholders. Through a persistent obsession of the customer experience and consistently achieving operational excellence, our team was able to develop the premiere luxury fitness brand of the Caribbean. ✔️ Consistently outperformed industry-standard EBITDA Margin (34% vs. 12% industry standard). ✔️ Created career opportunities for over 200 amazing humans throughout the… Show more Provided vision, strategy, and successfully executed a business plan that led to long-term value creation for shareholders. Through a persistent obsession of the customer experience and consistently achieving operational excellence, our team was able to develop the premiere luxury fitness brand of the Caribbean. ✔️ Consistently outperformed industry-standard EBITDA Margin (34% vs. 12% industry standard). ✔️ Created career opportunities for over 200 amazing humans throughout the U.S. and Puerto Rico. ✔️ Successfully navigated Hurricane Maria crisis, rebuilding recurring revenue to pre-crisis levels. ✔️ Tenure as CEO ended with a successful exit for shareholders. Show less Provided vision, strategy, and successfully executed a business plan that led to long-term value creation for shareholders. Through a persistent obsession of the customer experience and consistently achieving operational excellence, our team was able to develop the premiere luxury fitness brand of the Caribbean. ✔️ Consistently outperformed industry-standard EBITDA Margin (34% vs. 12% industry standard). ✔️ Created career opportunities for over 200 amazing humans throughout the… Show more Provided vision, strategy, and successfully executed a business plan that led to long-term value creation for shareholders. Through a persistent obsession of the customer experience and consistently achieving operational excellence, our team was able to develop the premiere luxury fitness brand of the Caribbean. ✔️ Consistently outperformed industry-standard EBITDA Margin (34% vs. 12% industry standard). ✔️ Created career opportunities for over 200 amazing humans throughout the U.S. and Puerto Rico. ✔️ Successfully navigated Hurricane Maria crisis, rebuilding recurring revenue to pre-crisis levels. ✔️ Tenure as CEO ended with a successful exit for shareholders. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President

  • Jun 2007 - Jul 2014

  Credit Risk Management & Financial Forecasting Provided analyses, forecasts, and portfolio risk reporting to senior executives on $750B in loan balances for the bank’s Held & Servicing portfolios within Retail Mortgage. Communicated financial and credit risk exposure under stress conditions to Consumer Banking senior executives and company’s Chief Risk Officer. Credit Risk Management & Financial Forecasting Provided analyses, forecasts, and portfolio risk reporting to senior executives on $750B in loan balances for the bank’s Held & Servicing portfolios within Retail Mortgage. Communicated financial and credit risk exposure under stress conditions to Consumer Banking senior executives and company’s Chief Risk Officer.



Wells Fargo Private Bank

• United States
• Financial Services
• 700 & Above Employee

• Private Mortgage Banker

  • Jun 2004 - May 2007

  Sophisticated lending solutions for HNW & UHNW clients Assisted in launching the central California region for Wells Fargo Private Mortgage Banking. Provided HNW & UHNW clients with sophisticated lending solutions via the private bank. Supported private banking counterparts by driving increases in deposit and investment accounts via business development and client relations efforts. Sophisticated lending solutions for HNW & UHNW clients Assisted in launching the central California region for Wells Fargo Private Mortgage Banking. Provided HNW & UHNW clients with sophisticated lending solutions via the private bank. Supported private banking counterparts by driving increases in deposit and investment accounts via business development and client relations efforts.