- Founded and served as CFO of Regiment, LLC, a private equity-backed energy services company specializing in pressure pumping and manufacturing.- Developed and managed financial reporting, budgeting, bank relationships, and Board communications, ensuring financial stability and growth.- Negotiated and closed over $150MM in contracts with public E&P and oilfield service companies, while scaling the business to $50MM in annual revenue and growing the asset base by more than 10x in under two years.- Sourced and completed three acquisitions, establishing the largest Tier IV equipment fleet in North America

- Served as CFO of RepeatMD, Inc., a private equity-backed fintech and SaaS company in the healthcare sector, focusing on customer retention.- Built, mentored, and led a finance and accounting team , fostering growth and operational efficiency.- Developed and implemented accounting software and a financial reporting suite to support the CEO and Board of Directors in decision-making.- Led the company to its Seed and $50MM Series A fundraising rounds, securing capital for continued growth.

- Analyzed operational performance and identified commercial opportunities for multiple portfolio companies, driving profitability and margin improvement.- Developed presentation materials for investors and management teams, while creating and maintaining quarterly board materials to ensure strategic alignment.- Sourced, screened, and underwrote investments across energy and technology sectors, participating in seven distinct investments and advising on over $400MM of advisory transactions.-Gained investment experience across diverse industries, including upstream energy, energy services, new materials, software, and AI/ML, with active involvement in the financial management of several portfolio companies, including Regiment, Gage Western, SPL Leak Detection, and Huntington Oil and Gas.