Company & Position Overview:• Serving on the executive leadership team of Zentist which has developed a network of AI agents for automating dental insurance revenue cycle management tasks and healthcare financial operations processes • In 2024, Zentist completed more payer-related ERA and EFT enrollments on behalf of dental practices, DSOs, and practice management software companies than any other company • Zentist has successfully completed Series A funding and is is backed by Costanoa Ventures, Point Nine Capital, Fika Ventures, KeyBank, and othersZentist's Dental Insurance RCM AI Solution:• Remit AI is Zentist's modern HIPAA-compliant digital healthcare lockbox solution• It digitizes paper-based insurance revenue cycle workflows such as opening the mail, sorting through explanation of benefits (EOB) statements, scanning correspondence, manually checking bank accounts, depositing checks, and physically processing virtual credit cards • It is purpose-built for general and multi-specialty dental practices as well as DSOs• It automatically parses and digitizes EOBs in addition to aggregating electronic remittance advice (ERA/835) data from across 725+ payers onto one dashboard• It enables intelligent insurance claim denial management and smart bank deposit reconciliation for faster payment posting into any dental practice management software, including Open Dental• Automatic categorization of denied claim line items • It centralizes all of a dental practice's predeterminations for ease of access by treatment coordinators• It delivers user-friendly out-of-the-box as well as fully customizable RCM data visualization dashboards• Detailed metrics reporting by individual office location, operating region as well as organization-wide• EOB and ERA/835 data intelligence for preventing revenue leakage and accelerating cash collections• Empowers a DSO's payer relations teams with better insights by dental plan and provider

Sample Speaking Engagements:• Judge, Dentistry's Got Talent, Dykema's 11th Annual Definitive Conference for DSOs, USA (2024)• Orbit 2024: Planet DDS + Cloud 9 Leadership & User Summit, USA (2024)• ADSO Next Level: Mid-Market Conference, USA (2023)• Dykema's 10th Annual Definitive Conference for DSOs, USA (2023)• The Future of Dentistry Roundtable, Becker's Healthcare, USA (June & October 2023)• Patterson Dental Regional DSO Summit, USA (2023)• Dental Revenue Cycle Management (RCM) Bootcamp for DSOs, USA (2022 & 2023)• Schulich ExecEd & Prep Doctors Internationally Trained Dentists Upskilling Program, Canada (2022)• DSO Tech Summit, USA (2022)• AMPLIFY: Practice Growth Through Innovation Conference, USA (2022)• Dental Assisting Program, Algonquin College, Canada (2021)• New Dentist Bootcamp, Canadian Integration by Dental Education (2020)• Dentsply Sirona CE Seminar on Dental Practice Transition Planning, USA (2018)• Multiple CE Courses, Henry Schein & Cirrus Consulting Group, USA and Canada (2012-2017)• Dental Practice Management Program, Faculty of Dentistry, University of Toronto, Canada Scope of Past Advisory/Consulting Engagements: • Advised multiple emerging DSOs on corporate development/reorganization and M&A strategy • Advised a private equity firm on deal sourcing strategies and M&A due diligence process• Advised an FDA510(k)-cleared medical device manufacturer on corporate strategy and M&A

Ortho Q offers professional guidance for high-quality orthodontic treatment within the United States:• Expert guidance to help patients make informed decisions to start orthodontic treatment• Enables patients to upload photos and to receive AI-powered treatment categories• Transparent pricing based on the patient's treatment category• Online marketplace featuring local certified orthodontists with reviews and customized offers• Patients purchase treatment from their provider of choice with dynamic pricing and scheduling• Ongoing support to ensure the long-term success of each patient's smile

Founded in 2011 and having trained over 7,000 dentists since its inception, Prep Doctors® is one of North America's largest private dental training institutes and a leader in offering professional training and support services to healthcare professionals and students. Prep Doctors® helps build the necessary skills to pass the required exams to obtain Canadian and U.S. licensing to practice various healthcare professions including dentistry. In partnership with leading Canadian and U.S. DSOs and MSOs, the organization offers advanced clinical residency and mentorship programs which improve access to oral health. With state-of-the-art campuses, simulation labs, and a next generation online learning platform, Prep Doctors® offers an array of highly rated professional continuing education and career improvement courses to advance healthcare careers in North America.

Dentallytics™ by EDMS is a highly configurable cloud-based enterprise data analytics software platform used by dental practices and DSOs/DPOs. It aggregates and visualizes clinical, operational, and financial data from multiple dental practice management, EHR, ERP, accounting, payroll and patient engagement systems.

Reported to the Founder & CEO. Sowingo provides a healthcare marketplace in addition to a compliance, procurement and inventory management SaaS platform used by dental practices and DSOs. Sowingo's SaaS customers are located in Canada, United States, United Kingdom, Asia and Australia.

Reported to the Co-founder & CEO of a national DSO currently backed by Persistence Capital Partners, Canada's leading healthcare private equity firm, and Germany-based DWS Group which has around USD $1 Trillion of AUM globally. As a member of the senior executive team, had personal accountability for M&A integration strategy, multi-unit organic growth, eight-figure P&L management, acquisition-related EBITDA budget forecasting and attainment. Oversaw all new patient acquisition/retention, customer service, regulatory compliance, HR, IT, data analytics, procurement, legal contract management, real estate and practice optimization services functions including revenue cycle management. Leveraged professional network for consistent M&A deal sourcing to maximize enterprise value. Key direct reports included the Director of HR & Integration, Regional Operations Managers, Clinical Development Manager and Marketing Manager.

Contributed to the development and execution of the company's GTM, product positioning and pricing strategy within the dental industry. GTM results were instrumental in InsideDesk's seed stage valuation, securing funding by Round 13 Capital and the MaRS Investment Accelerator Fund.

Built a healthcare management consulting business primarily focused on helping dental and medical industry clients across North America with proprietary market research, corporate strategy development, M&A deal sourcing, financial and clinical operations management. Any U.S. securities related activities were conducted via a U.S. based investment bank that is a member of FINRA and SIPC.

Led Cirrus Consulting Group's healthcare real estate advisory practice for Canadian and Western/Southwestern U.S. markets. Received four consecutive annual career promotions for excellence spanning sales (President's Club every year), strategic partnership development and enterprise account management. Cirrus has served over 10,000 customers across North America and is a Henry Schein Business Solutions (Practice Services) Partner. Cirrus' owners founded Canadian Dental Services Corporation, a multi-provincial DSO which operates as a separate business entity.

Reported to the Founder & CEO. Collaborated with leading mobile app developers, product designers, tech startups and non-profit organizations.

Reported to the EVP of Sales & Marketing. Led the sales operations and customer success functions at a publicly traded software company which served over 5,000 physicians and was later acquired by TELUS Health. Nightingale had a five-year revenue growth rate of 23,078%, ranking #1 on the Deloitte Technology Fast 50 List.

Advised the CEO on business development, enterprise sales and marketing programs at Osnium Software which has over 600 human service organizations in Canada and United States using its enterprise products.

Reported to the EVP of Operations & Marketing. Designed and managed all channel partner programs at Medworxx which had over 350 hospitals in Canada, United States and United Kingdom using its software, had a successful IPO and was later acquired by Aptean.

Managed all of the marketing, business development and channel partner programs at a healthcare IT company serving leading hospitals and medical diagnostic imaging clinics in Canada and United States.

Planned and executed new product launch marketing campaigns aimed at lifting vehicle sales volume at automotive dealerships.

Led Deloitte's market segmentation strategy and market share analysis study for the Greater Toronto Area to inform their 5-year strategic plan. Conducted competitive analysis across all Canadian industries and professional service lines to inform the firm's positioning strategy.