“…one of the most dynamic business professionals I have ever encountered… an operational and financial powerhouse… innate ability to effectively communicate complex scenarios at every level is what separates him from other executives.”

— Andrew Corkern, Managing Partner

A Sea Level Advisor

Dynamic finance professional with the drive to take company to next level of competitive strength and value - successfully managing and improving financial health, advising stakeholders to ensure meeting or exceeding financial targets for annual revenue and margins. Versatile business leader constantly looking for opportunities to improve or streamline decision-making on expense prioritization, forward pricing strategies, and valuation to address complex challenges effectively.

Extensive experience in recruiting, leading, developing and retaining highly skilled teams, consultants and managers offering greatest potential to increase business acumen and bench strength, helping many surpass business goals and realize career aspirations. Accomplished team leader relies on a sharp eye to identify intelligent team players that can balance innovation against the need to execute defined strategy. 

Career Highlights:

  • Led start-up and growth of a market-disrupting company to $10M revenue, managing acquisition of $300M+ in assets and building a high-performance team; eventually sold company for $3.5B

  • Co-raised $150M in private equity commitments for company relaunch, which involved liaising with sophisticated equity investors to scale from 2 to 50 employees and become a leading player in its niche

  • Built a 25-person back office to drive $300M+ in land acquisitions; gradually streamlined operating budget from $7M to $5.5M through hands-on management and implementing Lean processes and procedures

  • Launched operations in Puerto Rico, Canada, and Australia, valued at $30M in international acquisitions; made significant inroads in Australia after identifying country's favorable property and tax laws

  • Fosters staff loyalty, achieving a 7.5-year average tenure, hiring, mentoring, and developing heads of marketing, HR, and underwriting to maintain a strong long-term leadership team

  • Invited to participate in all company board meetings

  • Sold company portfolio to investors after playing instrumental role in launching and establishing the business; structuring a $50M warehouse facility deal to reduce costs and improve productivity