Experience

Wasson Enterprise

• United States
• Oil and Gas

• VP, Strategy & Development

  • Oct 2017 - Present

  Single family office committed to creating a meaningful legacy by building businesses that have a lasting positive impact. Together, we discover, support and grow sustainable ideas into high-growth entrepreneurial businesses that do good by doing well. Single family office committed to creating a meaningful legacy by building businesses that have a lasting positive impact. Together, we discover, support and grow sustainable ideas into high-growth entrepreneurial businesses that do good by doing well.



Wicksly

• Retail

• Co-Founder

  • 2017 - 2019

  eCommerce subscription business focused in home goods industry. Sold to Flower Manufacturing. eCommerce subscription business focused in home goods industry. Sold to Flower Manufacturing.



Inir Partners

• Founder & Consultant

  • 2017 - 2017

  Independent consulting firm focused on financial & operational modelling, data analytics, operations/process improvement, fundraising and strategic initiatives Independent consulting firm focused on financial & operational modelling, data analytics, operations/process improvement, fundraising and strategic initiatives



Opternative

• United States
• Medical Practices

• Head of Finance & Analytics

  • 2014 - 2017

  Drove business strategy, successfully commercializing the company’s product nationally. Defined metrics and designed tracking/reporting processes to improve visibility into company and departmental performance. Developed analytics to inform daily operations , product enhancements and business decisions to provide actionable insights. Created and implemented operational processes and protocols across all company functions. Built all aspects of financial reporting and analysis function. Led due diligence processes through 3 successful rounds of financing across different capital classes totaling $9.5 million. Show less



Belly

• United States
• Management Consulting

• Strategy & Analytics

  • 2012 - 2014

  Conducted fact-based research to advise senior management on critical business decisions. Queried and analyzed data to help frame objective discussions both internally and externally, while developing internal dashboards pinpointing key performance indicators across all company departments to recommend new strategies of improvement for board of directors and executive team. Conducted fact-based research to advise senior management on critical business decisions. Queried and analyzed data to help frame objective discussions both internally and externally, while developing internal dashboards pinpointing key performance indicators across all company departments to recommend new strategies of improvement for board of directors and executive team.



CouponDoc

• Technology, Information and Internet

• Founding Team

  • 2012 - 2012

  Shaped product and business strategy to align with healthcare trends. Developed product market fit positioning and led creation of marketing and sales collateral. Forged partnerships with large Healthcare IT and EMR / EHR companies to integrate company platform at point-of sale and point-of- care. Created investor thesis and product positioning, securing seed round financing. Shaped product and business strategy to align with healthcare trends. Developed product market fit positioning and led creation of marketing and sales collateral. Forged partnerships with large Healthcare IT and EMR / EHR companies to integrate company platform at point-of sale and point-of- care. Created investor thesis and product positioning, securing seed round financing.



Barclays Capital

• United Kingdom
• 1 - 100 Employee

• Investment Banking Analyst

  • 2010 - 2012

  Engaged in a broad spectrum of M&A and Capital Markets advisory services. Created memorandums and presentations used both internally and externally with industry and company specific information for Healthcare subsectors of Life Sciences, Pharmaceuticals, and Services. Constructed LBO, accretion/dilution, and merger models to evaluate proposed transactions sensitized for various operating and financing scenarios and premiums paid. Engaged in a broad spectrum of M&A and Capital Markets advisory services. Created memorandums and presentations used both internally and externally with industry and company specific information for Healthcare subsectors of Life Sciences, Pharmaceuticals, and Services. Constructed LBO, accretion/dilution, and merger models to evaluate proposed transactions sensitized for various operating and financing scenarios and premiums paid.