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USRetinaPresident, CFO, Board Member
Aug. 2021• Serve as an integral executive leader overseeing a team of 30 employees and leading all sales, operations, account management, and finance functions, developing and executing a strategic plan delivering $250M in new business and 20% YoY EBITDA growth.
• Successfully restructured the Salesforce team to focus on existing accounts and engaged subject matter specialists, reversing revenue and EBITDA declines and driving top-and-bottom-line growth.
• Spearheaded the development of a best-in-market data subsidiary, featuring advanced inventory and practice management solutions, securing contracts with pharmaceutical companies for drug development.
• Negotiated the sale of a subsidiary at 32X EBITDA, delivering a 17X return on owner investment while acting as an investment banker and saving an additional 2.5% on the transaction price.
• Secured best-in-class aggregated purchasing contracts with biosimilar manufacturers and managed all group purchasing and distribution service agreements to optimize cost efficiencies.
• Led a 9-month negotiation between 2 strategic buyers, leveraging competition to achieve a 32X EBITDA valuation and maximize shareholder returns.
Morabeza Capital Management Founder and Managing Director
Mar. 2020US Virgin IslandsSpecializing in wealth enhancement, tax optimization, liquidity events, estate planning and business advisory services.
International Private BankSenior Vice President
Aug. 2013 - May. 2022US Virgin Islands• Led all operations, finance, and global investment strategy, executing key M&A transactions, overseeing post-merger integrations, optimizing tax structures, and managing the transition of the organization from 1st to 2nd generation family leadership, with
oversight of 11 direct reports and 32 additional employees.
• Consolidated family office operations from Chicago, Singapore, and Switzerland to the U.S. Virgin Islands, streamlining asset management, finance, and accounting structures while implementing tax-saving strategies.
• Orchestrated $200M+ in healthcare acquisitions, expanding the continuum of care and mitigating reimbursement risk, contributing to 100% growth in assets under management.
• Designed and implemented a new transfer pricing structure for domestic and international entities, reducing the effective tax rate on operating income from 50% to 4%, saving over $1B in 4 years.
• Launched an in-house investment bank to manage transactions, cutting the global investment-related tax rate from 23% to 1%, achieving approximately $150M in annual savings.
• Spearheaded the portfolio’s new venture incubation program, serving as interim CEO, COO, and CFO for 4 entities to accelerate business growth and operational efficiency.
WESCO InternationalCOO Integrated Supply
Jan. 2011 - Dec. 2012• Directed sales, implementation, and operations for $300M in integrated supply programs with Investor-Owned Utilities, achieving 15% savings on materials and 25% on labor while overseeing a diverse team of 66 employees.
• Developed and executed operational strategies across 10 states, managing 4 distribution centers, 12 warehouses, a centralized call center integrating 5 companies, and a comprehensive internal and 3PL shipping solution.
• Streamlined Utility vendor relationships from over 3,000 suppliers to a single-source solution, leading a sourcing team of 15 to fulfill complex material requirements efficiently.
• Managed cross-functional teams, including account management, sales, and operational staff, ensuring seamless program execution and client satisfaction within a highly regulated industry.
International Capital & Management CompanyVP of Strategy & Finance
Jan. 2010 - Jan. 2013St Thomas, US Virgin Islands• Conducted all strategic and financial initiatives for a comprehensive business management services firm supporting CTCA and other Brown Legacy Group portfolio companies, overseeing 13 employees and driving revenue growth to $300M.
• Built finance and business analytics teams from the ground up, launching a supply chain analytics function and developing the 1st in-house contract management system, resulting in $15M in annual cost savings across the portfolio.
• Created a culture of accountability by implementing metric-driven KPIs and automating processes, enhancing productivity and enabling a 15% reduction in headcount.
• Provided leadership for the $150M expansion of CTCA’s Eastern Regional Medical Center in Philadelphia and the $300M launch of the Southeastern Regional Medical Center in Atlanta, ensuring efficient real estate and construction management.
• Optimized workforce planning and operational efficiency through strategic rightsizing initiatives that drove revenue and enhanced overall business performance.
WESCO InternationalCFO Utility Group
Jan. 2009 - Dec. 2011• Drove all finance-related activities for a $700M utilities supply and services business, including budgeting, forecasting, analytics, corporate development strategy, and M&A, while managing a team of 9 employees.
• Launched a new integrated supply chain services product, generating $200M in incremental annual revenue at a 10%+ margin, doubling the broader Utility group's average margin of 5%.
• Designed a financial model leveraging data analytics to identify customer buying trends, creating bundled product packages that increased annual sales by $30M.
• Established revenue and margin analysis at the customer and salesperson level, uncovering opportunities to expand wallet share and consolidating underperforming offices, resulting in $15M in annual savings.
Morningstar HoldingsFounder & President
Jan. 2008 - Dec. 2013• Conceptualized and launched an innovative hospitality business model, securing bank financing and leading a team of 10 employees to operational success.
• Achieved the #1 ranking on Tripadvisor.com for 3 consecutive years, delivering 500+ top-rated activities across the U.S. Virgin Islands based on customer satisfaction.
• Streamlined vendor management, ordering processes, and employee scheduling, reducing operating costs by 15% and improving overall efficiency.
• Led successful sale of the company in 2013 at 12X EBITDA multiple, maximizing shareholder value and ensuring a smooth transition.
BayerDirector of Finance
Jan. 2007 - Jan. 2010Pittsburgh, Pennsylvania, United States
PwCSenior Associate
Jan. 2005 - Jan. 2007
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