Recruited as the first senior hire to oversee the Finance Department. Served as a key advisor to the C-Suite regarding strategic planning; contributing to an average of 93% annual revenue growth and successfully raised over $83 million.Strategic and financial advising resulted in securing hundreds of clients and hundreds of thousands of patients with some of the most prestigious health care providers in the country. Additionally established and contributed to Logistics, Human Resources, Recruiting, Legal, and Client Success teams, which led to growing the company headcount to 225 team members.- Built and executed all financial responsibilities for the company including financial reporting, burn rate/runway modeling, forecasting and accounting- Multiple rounds of financing closed- Handled investor relations- Secured millions in venture debt - Handled diligence and VD Q&A meetings - Full financial cleanup of historic books after the business restructured - Migrated financials into a reportable format for Founders and C Suite- Built internal automation tools to cut down on administrative time for employees across the business- Created financial schedules to help track and automate as much of the financial close as possible- QBO to Netsuite financial migration- First and second year Audits- Annual taxes / 1099 issuances

Led all finance, operations, and business analysis for a fast-growing, operationally complex EdTech start-up. Second in command to CEO, with oversight of finance, operations, sales, marketing, product, and academic departments. -Executed all financial responsibilities for the company including financial reporting, burn rate/runway modeling, forecasting, daily and monthly accounting, managing external accountants, M&A opportunity assessment, budgeting, 409A filing, taxes, AP/AR, dashboards, management of equity and insurance. - Analyzed and presented financial results to investors, shareholders, and board of directors on a quarterly and annual basis. Investors include the Lerner Trading Group, Learn Capital, 1776 Ventures and the founders of General Assembly. - Created a single member LLC sub-entity to enable Fluent City to run multiple payrolls for different sets of employees, resulting in a $75k+ savings in payroll PEO fees on an annual basis. The corporate structure was designed to maintain a single entity tax filing status for the company.

Managing Partner who served as COO/CFO who established and led the growth of the healthcare company and sold financial interest and control to group of investors. Led finance, treasury, legal, risk management, tax, audit, accounting, payroll, reconciliations, collections, dividend distribution, internal and external employee benefits, purchasing and technology. Created annual plans established reporting systems and conducted senior management meetings to review key financial measures. • Supported rapid revenue growth from $300k to $12mm in 2015. Annually improved case margins by reducing costs of goods sold leading to an increased EBITDA over the last five years. • Secured private banking relationships and secured $750k of working capital at favorable rates, which led to rapid expansion of more than 200% on an annual basis. • Implemented a strategic planning process and integrated plan with forecasting and budgeting process.• Improved business strategies by benchmarking financial performance and operational systems. • Standardized key business processes and controls for working capital management, insurance, employee benefits, tax and legal. • Managed and collaborated with a team of CPAs and tax attorneys to create a management services organization structure that significantly decreased the liability between office locations in different territories and provided significant tax and benefit advantages for the company. • Oversaw budgets, performance and operational analyses; developed forecasts that realistically reflected the risk and opportunities of the business.

• Recruited and managed an ever-growing team of internal employees from a 2-person team to a 25 person corporate team and from 20 external health care providers to 200+. Conducted performance reviews, provided ongoing feedback and development and disciplinary actions when necessary. • Set up three regional offices, sourcing and negotiating leases, equipment, furniture and supplies. Created a template for future office expansion. • Established and monitored operating policies consistent with CEO’s objectives, and reported results monthly to CEO and Board of Directors.• Engaged technology for interoffice use and fieldwork to ensure maximum performance, client experience and consistency. • Onboarded and trained all employees for their specific roles, providing ongoing feedback and development.• Directed all company contract negotiations, valuations and due diligence. • Migrated internal processes from a manual to a software system specifically designed for health care systems, increasing productivity and reduced headcount. • Personally handled all new business calls and client meetings oversaw the entire client onboarding process and ensured that all clients and their families received superior care and attention. • Designed company website, marketing collaterals and ensured maximum SEO exposure.• Ensured compliance with all DOH federal, state and local laws as well as HIPAA compliance related to employee and client privacy. • Partnered with Director of Patient Services to ensure that all field medical resources are following care plan and deliver complete client satisfaction.

Partnered with high net worth clients to underwrite corporate and personal premium finance loans. Administer analyses of life insurance illustrations, financial statements, tax returns, credit reports, and trust documents.• Facilitated $350 million in new business lending by originating over 250 new loans. Maintained the loan portfolio with a principal balance of over $1.5 billion. • Reduced follow up and deal turnaround time by streamlining case and default tracking systems. • Maximized department efficiency through updated operating procedures. • Exceed all budget requirements for volume, spread, and margin for three consecutive years.• Led group efforts to secure a record annual increase in new case funding.

Assets of AIG unit were acquired by Wintrust Financial in 2009.Managed loan portfolios. Oversaw all phases of loan processing, including exposure generation, legal document preparation and funding and collateral management. Worked as liaison between clients, client representation, and five corporate departments. Developed and implemented reporting system for senior management.