• Strategic management consultant to veterinary practice owners and managers on all aspects of leading a growing, profitable, companion animal health services business.• Experienced advisor to owners of independent animal hospitals/clinics on practice transactions to corporate ownership groups.• Thought leader on macroeconomic issues facing the veterinary services industry and private practitioners participating within it.

• Executive Leadership :: Developer/owner of industry's best-performing revenue growth strategy, having significantly outperformed small animal veterinary care market's benchmarks for sales and hospital visit traffic each year since 2012; built Marketing, Technology & BI/Analytics functions; portfolio of responsibilities spanned all organic and acquired growth strategies• Business Development :: End-to-end management of practice acquisition strategy, including: lead generation, funnel management, and sales process optimization; author external communications pieces; present at industry events/education programs• Marketing Strategy :: Lead marketing strategy initiative development and execution, including: brand development, new client growth initiatives, existing client retention programs, patient compliance strategies, customer service experience shaping and practice brand/identity development

• Strategic Advisory :: Collaborate with the Founder/Managing Partner on business-critical decisions pertaining to new business development, back-office operations, investor relations, etc.• Investment Program Marketing :: Co-lead marketing strategy development/execution; lead the creation process for all fund marketing materials (print & digital); research/author white papers and other client communication piece• Portfolio Management :: Consult on daily investment position decisions affecting the makeup of the Centerwood Fund portfolio; periodically oversee the portfolio & execute equity and options trades on behalf of the Portfolio Manager• Due Diligence :: Managed over 50 due diligence projects, identifying actionable equity investment opportunities for the Centerwood Fund that produced annualized gross ROI in excess of 19.7% • Due Diligence :: Led exploratory interviews of "C"-level executives, investor relations staff members, sell-side equity analysts and other stakeholders• Financial Analysis :: Created comprehensive financial forecasting models, incorporating qualitative and quantitative elements, to support the research team’s fundamental analyses of over 100 different public corporations

• Strategy Development :: Managed comprehensive research project and authored resulting business plan for new financial advisor training business that secured early-stage venture capital and successfully launched in Q1 2010• New Product Development :: Designed initial prototype for Flash Feedback(TM), a proprietary online research application• Program Marketing :: Developed an online sales portal for offerings specifically catering to the Certified Financial Planner vertical• Team Management :: Served as project advisor and mentor to summer online marketing interns

• Strategic Planning :: Planned and executed a firm-wide business development strategy, resulting in 611% unit sales growth over an initial five-year period and the firm's inclusion in the Philadelphia 100 ranking (#51) of the fastest-growing firms in the tri-state region• Online Marketing :: Designed & built the golf contest insurance industry’s most-trafficked website, HoleInOneInsurance.com, which was the origination point for over 73% of Foresite's new customers.• Internal Consulting :: Devised more efficient procedures for completing client transactions, based on workflow analyses, resulting in a 150% increase in operations staff productivity over a three-year period.• Team Management :: Co-led a cross-functional team of developers, sales representatives, and operations staff to develop an online pricing application, resulting in improved business scalability and a 20% projected increase in sales staff productivity within 18 months• Corporate Communications :: Authored a series of five ‘Best Practice’ white papers on various aspects of online marketing for internal consultation during future product launches