| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Director - Private Equity |
Moss Adams |
Dallas, Texas |
Jan 2021–Present |
5 mos |
| 2 |
Founder & CEO |
Kletos Consulting LLC |
Dallas/Fort Worth Area |
Aug 2018–Present |
2 yrs 10 mos |
| 3 |
Managing Director |
Founders Advisors, LLC |
Dallas/Fort Worth Area |
Sep 2019–Jun 2020 |
10 mos |
| 4 |
Director of Distribution & Ventures |
ACAP Health Consulting, LLC |
Dallas/Fort Worth Area |
Aug 2016–Aug 2018 |
2 yrs 1 mo |
| 5 |
Founder & Managing Member |
Cura Wellness, LLC |
Little Rock, Arkansas Area |
Jun 2015–Aug 2016 |
1 yr 3 mos |
| 6 |
Senior Vice President - Technology Investment Banking |
Stephens Inc. |
Little Rock, Arkansas Area |
Jan 2006–Feb 2015 |
9 yrs 2 mos |
| 7 |
Associate Investment Banking |
Houlihan Lokey |
Dallas/Fort Worth Area |
Jul 2003–Jan 2006 |
2 yrs 7 mos |
| 8 |
Summer Associate Investment Banking |
JPMorgan Chase & Co. |
Greater New York City Area |
Jun 2002–Aug 2002 |
3 mos |
| 9 |
Tax Manager |
Deloitte & Touche |
Dallas/Fort Worth Area |
Jan 1997–Jul 2001 |
4 yrs 7 mos |
| 10 |
Medical Director |
Aetna Life Insurance Company |
|
Jul 2004–Present |
16 yrs 11 mos |