About
“The safest way to get what you want is to deserve what you want." Charlie Munger Assisting entrepreneurs and founders address challenges and achieve financial dreams, while creating real change and impact within the healthcare system. Active early-stage investor in multiple ten-figure companies across fintech (Sezzle: SEZL), hospitality (SevenRooms acquired by DoorDash for $1.2bn), and health tech (Talkiatry). I was a highly awarded sell-side financial analyst (from 2001-2020) with a demonstrated history of producing insightful investment recommendations across the capital structures. Skilled in Venture Capital, Credit Analysis, Equity Research, Investment Banking, Asset Management, Corporate Valuation, and Securities Analysis. Recognized by Institutional Investor Magazine as the top high yield food and beverage analyst for eight years and a leading analyst for more than a decade. In 2016, recognized by Institutional Investor Magazine as the top high yield analyst across all industrie…
Experience
Senior Investment Manager
Relevance Ventures · Nashville, Tennessee, United States
Responsible for performing due diligence on investment opportunities, structuring and deploying capital, monitoring board activity, raising capital, and performing various administrative functions.
Board Member
Present
Independent director. Member of the Audit and Risk Committee, the Compensation Committee, and the Nominating and Corporate Governance Committee.
Board Member
Talkiatry · New York, United States
Independent director. Member of the compensation committee.
Managing Director, Corporate & Investment Banking
Wells Fargo · Charlotte, North Carolina Area
High yield analyst composing proprietary industry research and credit research on the more than 80 consumer, food, beverage, retail, and restaurant high yield issuers.
Equity Research Analyst
Education
Vanderbilt University Owen Graduate School of Management
Master of Business Administration (MBA), Finance and Financial Management Services
The University of Alabama
Bachelor of Science (B.S.), Accounting and Finance
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