John B.

DPL Financial Partners is the leading commission-free annuity marketplace bringing best-in-class solutions from the nation's top carriers to registered investment advisors (RIAs), their clients and consumers.

• Lead finance function for a commission-free annuity marketplace serving RIAs and their clients.
• Managed financial strategy supporting DPL’s proprietary tools and embedded technology.
• Supported scaling to nearly $6B in annuity assets under administration.
• Oversaw budgeting, forecasting and capital allocation to fund product and partnership expansion.
• Partnered with Distribution and Product on integrations such as Orion Connect and the Annuity & Insurance Marketplace (AIM).
• Helped launch Annuity Review and the DPL Life Desk to streamline legacy policy analysis and member policy reviews.

• Directed finance operations and reporting for a platform connecting advisors to commission-free annuities.
• Supported growth initiatives to help RIAs incorporate insurance and annuities into holistic planning.
• Collaborated with product, compliance and sales to deliver compliant, fiduciary-focused implementations.
• Helped scale membership and enterprise agreements to expand advisor access to fee-based insurance solutions.

Demeter Logistics is a team of world-class agriculture, product and technology professionals. We came together with a mission to facilitate the next level of trading and logistics for our clients.

• Led finance and strategic planning for a tech-enabled agriculture trading and logistics firm.
• Built forecasting, KPIs and scenario models to optimize trading and logistics operations.
• Aligned financial plans with product and technology roadmaps to support go-to-market priorities.
• Supported hiring and operational scale across Louisville and New Orleans offices.

Empowering sports fans using the power of proprietary data, advanced analytics, and exclusive content from our brands EdjSports, Football Outsiders, and EdjVarsity.

• Managed the finance function for a sports analytics and content group including EdjSports and Football Outsiders.
• Oversaw financial planning, licensing and commercialization of proprietary sports data products.
• Supported acquisitions and regulatory efforts, including obtaining a vendor sports betting license in Colorado.
• Implemented controls and reporting across U.S. and Canadian operations to support growth.

EdjSports empowers smarter decision-making with proven predictive and prescriptive analytical models and custom software solutions in the sports industry.

• Directed finance for a premier sports data intelligence firm serving pro and college teams, media and bettors.
• Managed budgeting, revenue recognition and monetization for predictive analytics and subscription products.
• Supported product expansions such as EdjVarsity and strategic partnerships including Massey Ratings.
• Led finance-side hiring and infrastructure investments at the Louisville headquarters.

Citizens Capital Markets & Advisory is a fast-growing, full-service investment bank, enabling clients to make confident decisions in all market conditions.

• Advised middle-market clients across M&A, capital markets and sector-focused transactions.
• Supported deal execution spanning healthcare, fintech, logistics, software and human capital management.
• Contributed to equity and debt financings, PIPEs, follow-ons and convertible offerings.
• Delivered sector insights and thought leadership on digital assets, cybersecurity, HR tech and consumer markets.

• Executed financial modeling and due diligence supporting M&A and capital markets assignments.
• Prepared valuation analyses, transaction materials and client pitchbooks for middle-market deals.
• Coordinated cross-functional teams to support transaction execution and client outreach.
• Conducted sector research and prepared materials to inform investment and financing recommendations.

Professionals in independent firms throughout the world collaborate to provide audit and assurance, consulting, financial advisory, risk advisory, tax and related services.

• Performed audit and assurance procedures for clients across multiple industries.
• Prepared financial statements, workpapers and supported SOX and internal control testing.
• Collaborated with cross-functional teams to deliver tax, risk and consulting insights to clients.
• Supported embedding DEI principles and the Equity Activation Model into client engagements where applicable.