Private Equity-backed (Parthenon Capital/Bain Capital) Health Care Information Technology growth company that uses the power of technology and secure data to build stronger, more effective communications between healthcare payers, providers and members by delivering mission critical claims, payments, benefits and individual financial responsibility information.

Private Equity-backed (Parthenon Capital) growth company provider of technology-enabled health care communication and payments solutions for payers and providers. Responsible for operational finance, accounting and FP&A teams. Leadership roles included completing merger/recap with Zelis via Bain Capital.

Private Equity-backed growth company provider of technology-enabled payment solutions for 45,000 merchants. Responsible for operational finance team (full cycle accounting/audit, financial planning & analysis, data analytics, customer pricing/profitability, Board reporting), legal, capital raising, cap table management, tax, commercial/cyber insurance and key role in related M&A strategy, execution and integration. Leadership roles included completing two Private Equity rounds ($25 million minority round with FTV Capital in 2015 and majority recapitalization with Advent International in 2018), two substantial acquisitions and three leveraged loan credit facilities.

The PrivateBank delivers customized business and lending services to middle-market companies, as well as private banking and investment management services to business owners, executives, entrepreneurs and families. Led successful restart for local private wealth team through new hiring, internal reorganization and collaborative-based go-to-market strategy.

Originally spun out from Washington University, Exegy is a venture capital-backed provider of high speed computing appliances for stock, option and futures traders. Executive-level strategic and operational role that included financial modeling, forecasting, capital raising, partnership development, sales, supply chain management and new product development.

Senior member of a 100 person investment banking department within a publicly traded broker/dealer. Responsible for nationwide business development, ongoing client relationships and transaction execution for technology company clients. Completed over 50 middle-market investment banking transactions including IPOs, follow-on public equity offerings, private placements and merger and acquisition engagements.