Ichthus Capital Partners is a private credit fund that provides investors premium returns through secured term corporate loans. Ichthus targets commercial-stage companies with defendablebusinesses in growth sectors (including healthcare and technology)and utilizes superior structuring to provide downside protection with an attractive investment return.

Northeast Aspect provides management consulting, strategy development, and capital markets advisory services, focusing on the finance, healthcare, and technology industries with an emphasis on new ventures.• Advised Ichthus Capital Partners, a Vancouver-based private credit firm on deal sourcing, valuation, investment cash flow modeling, financial diligence, compliance tracking, investor relations and document drafting. Completed a deal for a medical staffing and technology company that fully realized for an 87% IRR / 2.2x MOIC, completing the full investment of Fund I. Commenced $75M capital raise for Ichthus Fund II.• Acted as strategic advisor to founders of an early-stage industrial water treatment company in Houston, modeling strategic decisions to secure growth partnerships, grants, and venture capital as well as creating investment pitch materials. Supported successful acceptance into Greentown Labs, a Houston-based ClimateTech accelerator.• Accelerated corporate strategic development efforts for Houston-based childcare startup, partnering closely with founder to create comprehensive financial model, pricing strategy, and pitch deliverables, leading its seed capital raise.• Partnered with sports and medical technology company to draft investment documents and establish connections with potential investors for a pre-seed raise, boosting manufacturing capacity and meeting presale demand for products.

Crown Castle Inc., headquartered in Houston, Texas, is a prominent real estate investment trust and a leading provider of shared communications infrastructure across the United States. With a global presence spanning 100 offices, Crown Castle's network comprises over 40,000 cell towers and approximately 85,000 route miles of fiber, supporting small cells and fiber systems. Passionate about driving connectivity and innovation, Crown Castle is dedicated to providing seamless communication solutions for businesses and communities nationwide.• Drove business performance reporting and analytics strategy focused on Network (Small Cell and Enterprise Fiber) strategies at a publicly traded telecommunications REIT, influencing business performance through data-driven insights.• Innovated a weekly deliverable for the COO to brief company leadership on key operational and financial indicators with a narrative that flows from sales to operational product delivery through to revenue recognition.• Collaborated with Financial leaders to create project-level IRR and ROIC forecast model aimed at portfolio performance optimization to improve returns and grow Adjusted Flow from Operations.• Provided a monthly internal town hall update to the Company on Network operational and financial KPI performance.• Spearheaded cross-functional growth pilot projects, identifying new revenue growth and cost reduction opportunities.

GHX, headquartered in Louisville, Colorado, is a leading provider of healthcare supply chain solutions. Specializing in streamlining the healthcare supply chain through innovative technology, GHX facilitates secure electronic transactions between healthcare providers, suppliers, and group purchasing organizations. With a comprehensive suite of tools and services, GHX empowers healthcare organizations to optimize inventory management, reduce costs, and enhance patient care.Partnered with President and CEO of GHX as Chief of Staff. Drove board communications and deliverables, project management of the action items of the BOD executive committee, acted as FP&A expert partner to private equity sponsors to prepare effective cash flow and financial due diligence models for the BOD and private equity investment committees, concentrating on growth strategies through partnerships, product strategy, and M&A.• Performed an extensive product and technology study to determine the feasibility of combining the GHX product offering and technological stack as a bundle and conducted pricing analysis to compare project ARR baseline revenues.• Reported operations and financial results in monthly / quarterly business reviews with the CFO and product P&L owners and engineered better alignment between strategic objectives and operational goals as part of the OKR leadership.• Partnered with the CIO refine GHX’s software engineering workforce and compare labor investment to revenue growth projections, suggesting a hybrid offshore approach with over $11M in annualized ongoing savings.

Ascension, headquartered in St. Louis, Missouri, stands as a leading nonprofit healthcare organization dedicated to revolutionizing healthcare delivery nationwide. With an unwavering commitment to providing compassionate and personalized care, Ascension operates a network of hospitals, clinics, and other care facilities across multiple states.Spearheaded complex consulting projects in enterprise strategy, financial planning, analytics, reporting, program/project management, and process improvement. Innovated reporting capabilities to define and assess progress against key strategic objectives. Managed, mentored, and developed team of remote Senior Analysts and Project Managers. • Developed integrated scorecard for operations and financial performance, a single point of reference for executives to meaningfully assess performance at every hierarchical level, changing the way executives interact with data.• Centralized analytics and data visualization capabilities that spanned across the organizational hierarchy as part of the "One Ascension" program, increasing cross-functional collaboration and saving $2.4M in annual cost.• Guided COVID-19 recovery board as data and reporting lead, reducing furlough and unpaid down time, accelerating the "full" employment and workforce recovery for workforce of more than 189K workers.• Spearheaded comprehensive clinical workforce management transformation with the "Caregiver Model of the Future" pilot, implementing innovative strategies that reduced labor and training costs 8% and turnover 11%.

Spearheaded complex consulting projects in enterprise strategy, financial planning, analytics, reporting, project management, and process improvement. Managed, mentored, and developed team of remote Senior Analysts.• Selected by leadership to lead Ascension’s strategy consulting partnership to "Veterans Choice" program with Department of Veterans Affairs and Accenture, enhancing veterans' access to healthcare.• Drove business case model for 28 transformation initiatives as “One Ascension” program and was project lead for the Human Resources reorganization, resulting in $2.3M in savings and improving associate experience.• Delivered $96M in cost reductions as the project manager for ongoing labor value creation efforts, which included departmental benchmarking, leadership span of control, corporate support to physician management organization, daily labor cost controls, and redesign of the composition of cost centers.

Designed and optimized financial analysis models for Ascension's strategic consulting practice. Created and executed sophisticated models to measure productivity at the departmental level using external benchmarks, encouraging staff efficiency, and minimizing unnecessary labor expenses. Provided project management for major system IT realignment.

Propelled development of a nascent supply chain function and GPO (known as “The Resource Group”). Co-designed the supply chain / GPO analyst program, creating the recruitment criteria, analytical templates, and training modules. Developed transportation and warehousing models as well as innovative supplier auction procedures, significantly reducing supply vendor and SKU variation, and lowering total expenditures across key categories. Reinforced system-wide contracting and compliance standards through the development of a single digital preference card template, reduced process variation in eliminating 30+ physical and digital legacy preference card templates across 13 markets.

Led lecture/demonstrations for ~100 finance students in the newly-founded Investment Learning Center in the Haslam Business Building; taught equity analysis, portfolio analysis and management, market research, etc. on Bloomberg Professional Custom Desktop terminal

Model development, portfolio analysis, public equities research