A financial foundation.
An owner’s perspective.

Combined deal value advised on

Advised on more than 50 engagements as a Director at Grant Thornton, with a combined deal value of over $3 billion.

Onshore and offshore team members managed

Managed approximately 40 onshore and 60 offshore team members as a Director at Grant Thornton.

Closed B2B and B2C sales

Grant Thornton B2B · FY2023 revenue originated

$1.4M

Opilio B2B sales

$200K

Prodigy Consulting B2B sales

$500K

Northwestern Mutual B2C sales · Premium credit

$120K

Opt-in leads generated

Generated through content creation and lead magnets for Opilio, my Substack and LinkedIn newsletters, and work for clients.

Estimated incremental client revenue

Secured payer-rate increases through strategic negotiations at Opilio, representing more than $3 million in estimated incremental client revenue over three-year contract terms.

Estimated expense and tax savings

Identified more than $1 million in estimated savings for business owners through expense-reduction and tax-planning strategies recommended during my time at Northwestern Mutual and in current advisory work.

Selected payer rate increases

Negotiated through Opilio for an FQHC, a mental health group, and a dental service organization with more than 44 locations, respectively.

Leadership Impact Score

Ranked in the top 1% of Grant Thornton’s external client-facing employee group, based on staff, peer, and senior-leader feedback.