● Investor and advisor for private companies generating $2mm to $10mm of EBITDA● Forming partnerships with founders and entrepreneurs seeking long-term relationships, and providing them with resources to grow their businesses and execute long-term strategic plans● Recent investments and partnerships have been focused on Business Information Service, Health and Wellness, Industrial, and Media companies● Focus is on control investments, recurring revenue, organic growth, and the ability to scale through acquisition

● Sourced, successfully negotiated and co-sponsored the multi-deal buyout and recapitalization of Alliance Advisors LLC, a company dedicated to shareholder engagement, compensation advisory, governance and sustainability advisory, mergers and acquisitions, activism, ownership intelligence, proxy logistics, retail outreach strategies, and investor relations● Member of the Board of Directors

● Responsible for creating and executing the Two River Wellness strategy for Restore Hyper-Wellness locations throughout the United States● Member of the Board of Directors

● Guggenheim & Stifel● Founding Partner/Senior Distribution team member responsible for the Global buildout of Credit Teams● Focused on improving the origination, trading, research, and execution of global engagements ● Successfully sourced, negotiated, and placed a variety of complex debt and equity financings for multiple public and private leverage finance transactions ● Clients include corporate issuers, Private Equity sponsors, Hedge Funds, Pension Funds, BDC’s, CLO’s, Multi Strategy Institutions, Family Offices, Insurance Companies, and Mutual Funds

Founding Partner (one of four) responsible for creating an integrated leverage finance team● Hired and Directed a team of 35 trading, sales, research, and origination professionals ● Negotiated the opening of 600+ institutional clients to conduct business with Citadel Securities● Traded over $100 billion in debt, equity, and credit securities

● Senior member of the global fixed income credit team responsible for account coverage and revenue generation for 1,000+ sophisticated institutional client accounts● Managed and generated outsized rates of returns on $250 million of Citigroup capital ● Opportunistically invested in bonds, CDS, bank debt, structured products, trade claims, and equities

● Provided project management and evaluation services, along with engineering and financial expertise, to companies in the avoidance and resolution of business disputes● Recruited, trained, and managed over 50 Peterson and client employees