Deliver comprehensive wealth management and related services to ultra- and high-net-worth clients and their family offices. Develop tailored core credit and commercial real estate financings for clients as well as cash management strategies and investment management solutions, which may include arranging for philanthropic planning objectives, developing initiatives involving closely held businesses (i.e., M&A and capital raising), addressing liquidity, managing investment related objectives and advising on other wealth management goals. Work as part of a team overseeing more than $4.0 billion in AUM, delivering wealth management and related services, including development and implementation of tailored credit, deposit, wealth planning and cash management strategies.

Cypress Ridge originates and executes advisory engagements and private equity investments, including add-on acquisitions, on behalf of its financial sponsor and strategic buyer clients. Cypress Ridge also provides core diligence and execution responsibilities associated with target equity investments and M&A as well as provides operational and C-level interim advisory services to support the finance function, strategic growth and other corporate initiatives.

Served as interim Chief Strategy Officer and Managing Director, Head of Corporate Development and Institutional Clients for Columbia Pacific Management, Inc. (“CPM”), an investment management group and family office with $1.5B AUM founded by Dan Baty to support the investment initiatives of the Baty family and a select group of third-party investors. Columbia Pacific Management, Inc. is the Holding Company of Columbia Pacific Advisors, LLP and Columbia Pacific Wealth Management, separate operating subsidiaries of Columbia Pacific Management, Inc.

Lead Director for KPMG’s West Region Middle-Market Private Equity Advisory practice responsible for executing and overseeing the delivery of buy-side and sell-side financial due diligence and related transaction services as well as other advisory engagements to middle-market private equity funds and their portfolio companies, including financial due diligence assistance (financial, accounting, tax, IT, operational, commercial, integration), transaction structuring, accounting advisory, purchase agreement review and post close assistance.

Portfolio company owned by Kohlberg Kravis Roberts & Co., Goldman Sachs Capital Partners, Dune Capital Management and Five Mile Capital Partners. Led M&A, FP&A and strategic corporate initiatives as well as assisted with the development of turnaround management proceedings, liquidity initiatives, including Troubled Asset Relief Program (TARP) and Federal Reserve inquiries, as well as the formation of a formal plan of restructuring.

Roles and execution responsibilities at Bank of America and its various domestic and foreign subsidiaries included: High-Yield Origination, Asian Bond Origination, Private Equity, Asset Securitization, Asia Distressed Asset Purchase Program (DAPP) focused on Non-performing Loan (NPLs) portfolio acquisitions, Real Estate Commercial Lending, Real Estate Investment Banking, International Trade Finance, Foreign Exchange Proprietary Trading, Private Banking/Private Wealth Management, Commercial Lending, Retail Banking, Credit Management. Received various corporate appointments to different task forces, product development groups and committees. Awarded Volunteer of the Year in 1995 for work with various philanthropic organizations. Awarded several awards for innovative product development concepts. Internships in International Trade/Finance and Foreign Exchange Proprietary Trading in 1988 and 1989.