Years of experience: 20

MedicalInvestor & VCStartup FounderFinancial AnalystAccountantC-level Executive

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Primo's Career Path
President, CFO, Board MemberAug. 2021 -
Present
USRetinaPresident, CFO, Board Member
• 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 E...
Founder and Managing DirectorMar. 2020 -
Present
Morabeza Capital Management Founder and Managing Director
US Virgin IslandsSpecializing in wealth enhancement, tax optimization, liquidity events, estate planning and business advisory services.
Senior Vice PresidentAug. 2013 -
May. 2022
International Private BankSenior Vice President
US 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 Switzerl...

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