Managing Partner: Responsible for driving overall vision and direction at the corporate and portfolio level, while driving transactions and capital raising activities. • Developed parameters for an investment thesis to guide through the acquisition process. • Drive deal-flow and deal screening to identify targets to acquire through M&A activities.• Perform various tasks such as financial and buyout modeling, valuation, calls with brokers and sellers, issuing IOI’s and LOI’s, due diligence, etc. • Conduct financial, qualitative, and market due diligence and analysis. • Raise capital from institutional investors for debt and equity for the buyouts. • Develop leaders through rigorous coaching and training with particular focus on visioneering the company through a financial and leadership scorecard. • Build customized financial models for each portfolio company to analyze for IRR’s, MOIC and other metrics along with increased efficiency, standardization, and insights into the full financial picture of the company.• Strategize with management and investors to help maximize valuation and exit through organic and acquisition growth. • Facilitate and drive the budgeting process to ensure margin control and management accountability is achieved. • Drive the growth through acquisition strategy.

Sourced, negotiated, and raised the capital for the acquisition, while co-investing alongside capital our capital provider. Also merged with our operating partners. Serving on the board of directors as a meaningful share holder and leading corporate developement.

Senior Income Statement Manager: Global Cost Leader on the FP&A team. Managing directly a $30M quarterly budget and indirectly, an additional $170M quarterly budget. • Built multiple new models to increase efficiency, standardization, and insights into cost data.• Partnered with different functional corporate executives to gain insight into their costs and drive rigor. • Developed relationships with regional FP&A teams to add rigor and insight to the planning and analysis process.• Conducted diagnostic, variance and analytical analysis to explain movements within the quarter. • Implemented “mock” monthly closes to assess past performance to find run rates.

MSc. Finance• Dean’s List• Amplify Trading Simulation• Deep academic exposure to corporate finance through the eyes of a multinational CFO. Classes included Managerial Accounting, Internal Consulting and Control, Regulatory Environment, Financial Modeling and Analytics (modern portfolio theory), Global Financial Systems and Forensic AccountingMBA• Dean’s List• Amplify Trading Simulation• President, Hult Venture Capital/Private Equity Club: Led executive committee to a successful year of guests & events• Specialization in Finance. Courses Include: Accounting, Financial Management, Corporate Finance (capital structure, dividend policy, forecasts, valuation, risk management, scenario analysis, optimal capital structure) Entrepreneurship through Acquisition (searching and acquiring a LLM firm, LBO), International Finance (FX, Hedging, Asset Allocation in Emerging markets, efficient frontier), Private Equity (LBO’s, valuation and more), Financial Structuring and Modeling (in an Investment Banking/M&A setting), Authentic Leadership and more.• Won Hult Business Challenge (Entrepreneurship)

• Built buyout modeling with various scenarios in that identified potential risks and opportunities. • Conducted assessments and leveraged advanced scoreboards to assess asset attractiveness. • Evaluated acquisition targets and opportunities through business model, financial and market analysis.• Conducted buyout modeling to assess the capital structure and potential IRR at an exit. • Served on the investment committee and added clarity to the strategic investment decision-making process.

Attis is an award-winning sustainable Agtech company that has identified the key issues and problems that are facing our society: water, food and economic security.• Identified issues surrounding water scarcity in the southwest and globally. • Originated a solution using disruptive technology to significantly impact water conservation.• Built detailed financial models including financial forecasts, valuations and water saving analysis.• Produced model for equity investors to show valuations, stock and required rate of return.• Researched and built a model for market, trends and market size and direct and indirect competitor analysis. • Top 50 of 340 (85th percentile) applications for ASU's entrepreneurial initiatives program; The Edson Project.• Won Hult Business Challenge entrepreneur competition

Led a multi-million-dollar, cross-functional operations team. Worked closely with C-level leadership to increase production capacities, along with sales/design team to ensure optimal customer experience. Proven performance and value creation. • Implemented performance optimization initiatives to create and increase improve profitability• Increased production by 40% - by Month 7• Dropped setup time by 50% by analyzing issues and implement efficiencies.• Slashed employee turn-over rate 83% by improving employee morale and implementing leadership training.• Oversaw monthly procurement budget of $40K for operating needs.• Guided and led 30+ people across various operational departments• Provided organizational leadership by establishing vision and mission for our region • Crisis management within the operational departments and team environments• Shaped solutions and efficiency measures to increase production output by 200% • Strong verbal and written communication to both subordinates and C-Suite Executives

Oversaw business development to drive revenues while taking meticulous care of existing clients. • Analyzed personal and business risk analysis through consultative approach and techniques; performed a needs analysis to mitigate risk for clients. Identified the right product for the client.• Consulted with clients on financial needs to explore financial goals and objectives by using instruments to mitigate macroeconomic risk.• Built a $120K book of business at the 1-year mark.• Worked closely with management to accomplish goals and objectives and meet quotas and production requirements. Regularly exceeded goals and objectives.• Shaped and originated strategies to increase quoting ratios by 80% and a simultaneous growth in the closing ratio

A small group of investors and operators who provided home healthcare to doctors and staffing services to healthcare facilities• Performed research and development to identify competitive advantages in varying healthcare related business ventures. • Contracted with existing healthcare agencies to review state and federal regulations, policies and procedures, and business processes relevant to pursuing M&A’s in the Denver Co, and Prescott, AZ areas.• Succeeded in an acquisition in Denver, CO with a group of investors. • Collaborated with the management team to produce an aggressive marketing plan. Responsible for internal business operations, problem-solving, and needs analysis.• Success in business development and influencing potential clients• Exited company with a 100% IRR.