Private investor, residential resort property management and finance executive.

Established single family office following the sale of Unison Industries to GE Aerospace; responsible for investment advisor and manager selection; investment allocation strategy and investment policy; private deal evaluation and management of portfolio companies; tax planning and compliance.

Instrumental in strategic acquisitions and disposition of business to GE Aerospace; developed growth and profitability strategies for $200MM entity; strategic planning, forecasting and budgeting; securing banking relationships; financial reporting, treasury and cash management.

Shared all operational and business development responsibilities with CEO/COO of $10MM organization; dramatically improved results of operations and financial position despite declining reimbursements from Medicare and Medicaid programs; solely responsible for negotiating transaction structure and maximizing shareholder value in connection with disposition of business to Apria.

Direct management of 25 professionals and four administrative support staff; developed and implemented due diligence program to assist client corporations in evaluating acquisition opportunities; clients operated in manufacturing, construction, service, health care, distribution, retail, professional services and real estate industries.