Invests in
Locations:
Min Investment:
$500,000.00Max Investment:
$1,000,000.00Target Investment:
$750,000.00
Skills
Education
- GU
- TG
- VT
Work Experience
Managing Partner
2017
Direct all investments for Family Office, including public traded stocks and derivatives, venture and angel investment funds, real estate and direct private company investments.
2020
Board of Directors
2020
Polco is a SAAS based solution serving municipalities and bringing communities together around important topics. Polco gives leaders reliable and valuable insights through civil and constructive civic participation.
2017
Principal
2017
Blu Venture Investors is a venture capital investment company that supports early stage entrepreneurs in the Mid-Atlantic Region – Maryland, Virginia, Washington, DC and North Carolina. We typically invest $500K to $1.0M in a single round. When larger financing rounds are needed, we actively look to syndicate deals with other investment groups in our network. Our goal is an accelerated, successful exit, for both company founders and investors alike.
2018
Board of Advisors
2018
Provider of a decentralized health information platform providing medical professionals with a trustworthy, full integrated 360 degree view of the a patient in alignment with Consumer Directed Exchange (CDEx)
2018
Board of Directors
2018
MarginEdge is a SAAS based solution serving the food services industry. Improving visibility and lower operating costs for restaurants.
2014 - 2017
COO, Optum Government
2016 - 2017
Optum is the $100 billion Health Services business within UnitedHealth Group that provides care delivery/management, pharmacy, IT, consumer engagement, distribution, financial services and operational support. Optum Government, a business segment within Optum, covers solutions for Federal (Veterans Affairs, DOD, CMS) and State customers. Products include healthcare services, IT, systems (data warehouses, medicaid management, integrated eligibility) and consulting. I was a member of the Executive Leadership Team of United Health Group and as Chief Operating Officer for Optum Government, I retained full responsibility for program delivery, human resources, quality office and IT.
CFO, Optum International
2014 - 2016
Optum International, a strategic business segment within Optum, provides Optum's full range of Health Services across the Globe. Optum International operated out of offices in London, Sao Paulo, Melbourne and Singapore. I was a member of the Executive Leadership Team of UHG, and as CFO for Optum International was responsible for overall financial, strategic and corporate development functions for Optum's International endeavors across Europe, South America and Asia.
2013 - 2017
Board of Directors
2013 - 2017
hCentive was a provider of private health exchange software to the commercial and government sectors.
2001 - 2014
COO/CFO
2001 - 2014
As the Chief Operating Officer and Chief Financial Officer, I was in charge of all financial and operations functions, including accounting, program delivery, contracts, human resources, FP&A and strategic planning for the company. Oversaw the growth of the company from sub $5M to over $100M. In 2012, QSSI was a $100+ Million enterprise specializing in custom software development and IT infrastructure. The company's primary client base was the Federal Government with contracts at HHS, HUD, CMS, FDA and DoEd. Along with the CEO led the company's sale process to United Health Group in 2012.
2003 - 2005
CEO
2003 - 2005
Provide full range of commercial real estate investment and brokerage services. Specialize in investor and tenant representation.
2000 - 2001
Managing Director - Software Research
2000 - 2001
Senior research analyst for software stocks. Responsible for providing research and strategy support for investment banking clients.