Functional Skills
Business Analysis
Business Development
Business Operations
Business Planning
Change Management / Org Design
Financial Management
Financial Planning & Analysis (FP&A)
Investment Banking
Investor Relations
M&A Support
Risk Management
Strategic Planning
Venture Capital Investing
Budgeting
Divestitures
Software Skills
MySQL
Version control
Python
MariaDB
SQL
PowerBI
Microsoft Excel
JavaScript
PostgreSQL
Netsuite
Tableau
Yardi
Quickbooks
OpenAI
OpenAI API
Certifications
Series 63
Series 82
Sector Experience
Financial Services
Healthcare
Real Estate
Technology
Experience
PROVIDENCE RIDGE ADVISORS
Management Consulting
Managing Partner
1/2025 - Present
Strategic advisory firm specializing in real estate investment, capital markets, and transaction structuring with a focus on senior housing and healthcare assets.
● Managing Partner January 2025 Present
Founded and lead boutique financial advisory and brokerage firm specializing in senior living and healthcare real estate and operations. Advise clients on strategy, capital formation, integrated solutions, private equity, and institutional presentation readiness. Develop financial models and underwriting analyses for new developments, acquisitions, and refinancing scenarios. Craft and deliver investor materials for equity raises and syndications. Provide outsourced FP&A and fractional CFO services. Design and implement customized financial tools and analytics solutions to optimize operations, as well as guide capital formation and platform growth initiatives. Perform operational performance reviews and identify cost-optimization opportunities.
Slashed underwriting time by 70-80% and enabled fast, accurate Broker Opinions of Value (BOVs) across multi property senior housing portfolio through creation of AI tool to normalize financials.
● Managing Partner January 2025 Present
Founded and lead boutique financial advisory and brokerage firm specializing in senior living and healthcare real estate and operations. Advise clients on strategy, capital formation, integrated solutions, private equity, and institutional presentation readiness. Develop financial models and underwriting analyses for new developments, acquisitions, and refinancing scenarios. Craft and deliver investor materials for equity raises and syndications. Provide outsourced FP&A and fractional CFO services. Design and implement customized financial tools and analytics solutions to optimize operations, as well as guide capital formation and platform growth initiatives. Perform operational performance reviews and identify cost-optimization opportunities.
Slashed underwriting time by 70-80% and enabled fast, accurate Broker Opinions of Value (BOVs) across multi property senior housing portfolio through creation of AI tool to normalize financials.
Trinity Investors
Corporate Strategy & Development
Portfolio Manager
2/2021 - 1/2025
Oversaw senior housing investment portfolio valued at $650M. Sourced and evaluated new deals, partnering with reputable sponsors for senior living development and acquisition. Presented deals, pitched to investment committee, supported underwriting, and led diligence efforts throughout approval process. Worked with underwriting, sales, and client relations to support capital-raising goals. Collaborated with legal counsel to negotiate joint venture business points and review and approve various third-party business agreements. Maintained sponsor relationships, completed site visits, and conducted financial and operational investment reviews. Engaged in public speaking, webinars, panel discussions, podcasts, and live and recorded media to enhance drive understanding and engagement.
Directed $320M in senior housing deals and deployed $100M+ in equity through sourcing, underwriting, and execution of investments to scale firm's vertical beyond multifamily dominance.
Spearheaded $15M value-add turnaround of distressed 3-property portfolio by replacing operator, stabilizing operations, and safeguarding investor equity and senior debt through cross-functional leadership.
Turned around memory care asset to 100% occupancy with 45% rent growth, driving $18M sale at 11% IRR and 2.0x+ equity multiple via operator transition and active asset management.
Negotiated $1M loan payoff reduction and secured interest-only refinance with zero upfront costs, enabling stabilization and fo
Directed $320M in senior housing deals and deployed $100M+ in equity through sourcing, underwriting, and execution of investments to scale firm's vertical beyond multifamily dominance.
Spearheaded $15M value-add turnaround of distressed 3-property portfolio by replacing operator, stabilizing operations, and safeguarding investor equity and senior debt through cross-functional leadership.
Turned around memory care asset to 100% occupancy with 45% rent growth, driving $18M sale at 11% IRR and 2.0x+ equity multiple via operator transition and active asset management.
Negotiated $1M loan payoff reduction and secured interest-only refinance with zero upfront costs, enabling stabilization and fo
Stonegate Senior Living
Finance
Vice President of Finance
6/2010 - 2/2021
Partnered with executives on financings, strategies, and projects. Managed operational/capital budgets for 40+ SNF / seniors housing facilities, and all post-acute affiliate entities. Maintained consolidated financial models and CIM with portfolio market valuations. Prepared pitch books, investment memos, and financial materials for fundraising, recaps, refis, new developments, acquisitions, divestitures, and negotiations.
Instrumental in closing $540M total transaction ($200M+ value premium over traditional market sale), selling 28 facilities while preserving 100% of management contracts.
Supported $400M+ in capital transactions during tenure, standardized investment materials, improved investor confidence and alignment.
Developed and led modeling strategy that enabled 80% recovery of $12M Medicare cut across 40 sites, driving $9.6M impact through data-driven cost and revenue levers.
Cut labor by 80% and boosted accuracy, transparency, and compliance through automation of budget uploads with ETL tools to achieve version control and direct system integration.
Executed $20M pharmacy business sale within 12 months by recapturing $3M annual margin through vertical integration ($600k investment + LOC)
Maintained 2-5% variance from final month-end actuals and saved 80+ labor hours per month with automated daily P&L forecasting tool.
Reduced budget prep time by 70% and saved $30K+ per year by automating data feeds to yield on-time delivery and boost accuracy
Instrumental in closing $540M total transaction ($200M+ value premium over traditional market sale), selling 28 facilities while preserving 100% of management contracts.
Supported $400M+ in capital transactions during tenure, standardized investment materials, improved investor confidence and alignment.
Developed and led modeling strategy that enabled 80% recovery of $12M Medicare cut across 40 sites, driving $9.6M impact through data-driven cost and revenue levers.
Cut labor by 80% and boosted accuracy, transparency, and compliance through automation of budget uploads with ETL tools to achieve version control and direct system integration.
Executed $20M pharmacy business sale within 12 months by recapturing $3M annual margin through vertical integration ($600k investment + LOC)
Maintained 2-5% variance from final month-end actuals and saved 80+ labor hours per month with automated daily P&L forecasting tool.
Reduced budget prep time by 70% and saved $30K+ per year by automating data feeds to yield on-time delivery and boost accuracy
NCR Corporation
Finance
Financial Analyst
1/2008 - 6/2010
Global software, consulting, and technology company that provides several professional services and electronic products.
Directed FP&A function, including managing forecast models and presenting finance and sales KPI dashboards to Board. Maintained channel contract repositories, ensuring accurate royalty payments and KPI tracking. Supported general ledger processes, monthly accruals, and bank reconciliations. Administered transaction clearing data and revenue recognition. Provided ad-hoc analysis for sales and cross-functional teams.
• Cut transaction data processing and reporting time by 60-70% through automation of multi-file data transformations using Pentaho ETL to deliver accurate financial and sales KPIs.
Directed FP&A function, including managing forecast models and presenting finance and sales KPI dashboards to Board. Maintained channel contract repositories, ensuring accurate royalty payments and KPI tracking. Supported general ledger processes, monthly accruals, and bank reconciliations. Administered transaction clearing data and revenue recognition. Provided ad-hoc analysis for sales and cross-functional teams.
• Cut transaction data processing and reporting time by 60-70% through automation of multi-file data transformations using Pentaho ETL to deliver accurate financial and sales KPIs.
HomeStart Capital
Sales
Mortgage Loan Officer
1/2007 - 12/2007
Originate and Close home loans and refinance loans
Baylor College of Medicine
Information Technology
Microcomputer Coordinator
1/2000 - 5/2005
Various IT work for the Pathology Department including desktop and printer support, software support and setup, poster graphic design and printing, research programming, and other various digital tasks. Work during my Undergraduate degree.