Stayed on following acquisition by CFI to lead product development of Macabacus software and facilitate transition of sales, marketing, and customer support/success roles.

Macabacus's leading productivity and brand compliance software enables enterprises to streamline the preparation of financial models and presentations like pitch books. Used by tens of thousands of finance and other professionals around the world, customers include bulge bracket and middle market investment banks, top private equity firms, large regional banks, Big 4 accounting firms, leading consulting firms, boutique investment banks and private equity shops, venture capitalists, sovereign wealth funds, corporate finance teams, and others.Sold Macabacus Inc. to CFI Education Inc. in Mar 2021.

Personal data marketplace.

Investment banking advisory for depository and specialty finance clients on M&A, leveraged buyouts, initial public offerings, follow-on offerings and related topics/transactions. Notable transactions include work as lead bookrunner on the Capital Bank (Nasdaq: CBF) initial public offering and joint bookrunner on the EverBank (NYSE: EVER) and TriplePoint Venture Growth BDC (NYSE: TPVG) initial public offerings.

Investment banking advisory for technology and services clients on M&A, leveraged buyouts, initial public offerings, and related topics/transactions. Notable transactions include work as lead bookrunner on the Echo Global Logistics (Nasdaq: ECHO) initial public offering.

Designed, developed, and deployed a website that aggregates and displays general information and rich content (reviews, descriptions, prices, photos, etc.) about gyms and other fitness centers in the U.S. and Canada. Sold website in Jan 2008 when it had over 100,000 unique visitors and over 200,000 page views per month. GymPost was featured briefly in SmartMoney’s Jan 2006 issue and received Web 2.0 Awards Honorable Mentions in 2007 and 2008 for its UI/UX.

Served as a division officer aboard the USS Alabama, a nuclear ballistic missile submarine homeported near Seattle, WA. Job titles included Communications Officer, Quality Assurance Officer, Damage Control Assistant, and Electrical Officer. Following assignment to the USS Alabama, reported to Strategic Systems Programs in Washington, DC as Launcher Branch Assistant Department Head to manage technical fleet issues in the submarine-launched ballistic missile program.