CakeResume Talent Search

Advanced filters
On
4-6 years
6-10 years
10-15 years
More than 15 years
Avatar of Jason P. Ashline, IC.MA, CRPS.
Avatar of Jason P. Ashline, IC.MA, CRPS.
Independent Consultant & Mission Advocate (IC.MA) @Sustaining Financial Futures (Freelance Self)
2020 ~ Present
Consulting
More than one year
promoted to Regional Sales Manager due to my efforts in this position. Mutual of America Financial Group, Group Account Representative, Dec 2010 ~ May 2013 Sold takeover and new plan start ups for 401(k), 403(b), 457(b), SEP, SIMPLE, and payroll deduct Roth IRA product lines. Served as the relationship manager to over 80 group employer plans with over $200M in AUM in the Upper Midwest. Conducted annual fiduciary plan reviews focused on plan fees, investment portfolio benchmarking analysis, share class optimization, plan design, ERISA compliance best practices, and employee education curriculum developmen...
Salesforce
salesforce lightning
Sales & Customer Service
Employed
Full-time / Interested in working remotely
More than 15 years
Dickinson College
Political Science
Avatar of Chaz Price.
Avatar of Chaz Price.
Multi-Family Wealth Adviser @TDC Investment Advisory
2019 ~ 2020
CERTIFIED FINANCIAL PLANNER™
More than one year
in his career, Mr. Price grew his financial planning practice from $0, to more than $8 million in portfolio assets under management in just under severn years, during his tenure at Raymond James Financial Services. Following this role, Mr. Price became a strategic team lead at TDC Investment Advisory, where he oversaw a group of financial advisors. His primary responsibilities included communicating with the team about deadlines and company goals and assessing their performance, as well as assisting senior management with training and supervision. Additionally, he managed $20 million in assets under management and implemented
Comprehensive
Planning
Retirement Plan Consulting
Employed
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
University of Toledo
Masters of Business Administration MBA Finance and Financial
Avatar of the user.
Avatar of the user.
President @Guardian Wealth Management
2013 ~ Present
CEO, President
More than one year
finance
Financial
Management
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Florida Southern College
Business
Avatar of Adam Gant.
Real Estate Investor
More than one year
organization. Years later, Adam moved to Victoria to begin training with the National Rowing Team. This move not only marked a milestone in his athletic pursuits, but in his real estate career as well. In his first year, at the age of 22, Adam Gant purchased multiple investment properties.Over the course of the next three years, Adam went on to acquire — personally and with partners — a portfolio that included 13 residential properties, 2 land development projects, 2 condo development projects, and a share in a property management and realty brokerage business. Experience MIT at
investing
Real Estate
Real Estate Investing
Not open to opportunities
Full-time / Not interested in working remotely
10-15 years
University of British Columbia
Engineering Physics
Avatar of the user.
More than one year
Word
Real Estate
Real Estate Transactions
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
New York University
Tax Law/Taxation
Avatar of the user.
Avatar of the user.
Founder and Managing Partner @Tidewater Equity Partners
2016 ~ Present
Managing Partner
More than one year
leadership
Innovation
Client Relationships
Not open to opportunities
Not interested in working remotely
More than 15 years
University of North Carolina at Chapel Hill
Master of Business Administration - MBA
Avatar of Alexander Christodoulakis.
CEO
More than one year
Alexander Christodoulakis  CEO • Toronto • [email protected] Alexander Christodoulakis is an International Financier and as CEO of PBS SA Capital Group, is the lead investment executive who manages an international portfolio of companies, including Portland Marine Group of Companies. PBS SA, a financial group, has a constantly growing diversified international portfolio of companies under its management.
investing
Investment Advisory
Leadership
Not open to opportunities
Full-time / Not interested in working remotely
More than 15 years
Avatar of Raudline Etienne.
More than one year
Raudline Etienne Raudline Etienne is the founder and managing partner of Daraja Capital, an advisory and investment firm focused on boutique alternative asset managers. She has more than 20 years of experience in the financial industry.  Founder & Managing Partner | Daraja Capital New York City, NY, USA Experience Founder & Managing Partner | Daraja Capital June 2016—Present Trustee | Janus Funds June 2016—Present Senior Advisor | Albright Stonebridge Group January 2016—Present Member, Board of Directors | Brightwood Capital November 2014—Present Consultant Trustee | Janus Funds June 2014—June 2016 Senior Vice President | Albright Stonebridge Group October 2011—December 2015 Chief Investment
Investment
Strategy
Leadership
Not open to opportunities
Full-time / Interested in working remotely
More than 15 years
Massachusetts Institute of Technology (MIT)
Architecture
Avatar of Lorenzo Wyche.
Restaurant Reviews
More than one year
Lorenzo Wyche Lorenzo Wyche is the President of Lorenzo Wyche Restaurants who provides the help in restaurant advisory services and investments in restaurants and real estate. Restaurant Reviews Miami Beach, US [email protected] Skills Restaurant Marketing Restaurant marketing can increase visibility to the general public, attract new customers and boost sales revenue. Restaurant marketing can also succeed at retaining existing customers who may be more inclined to return often if they see a special deal or promotion being marketed. Hospitality Management Hospitality management is the study of the hospitality industry. A degree in
Restaurant Reviews
Human Resource Development
Business Marketing
Open to opportunities
Full-time / Interested in working remotely
6-10 years
Nassau Community College
Restaurant Technology Field Of StudyHospitality
Avatar of Ethel Alston.
OWNER
Within three months
got. the best reputation in the world hope you will be very happy with our service no financial problems Or don’t stress Best Security Services • ussmmstore AprJan 2020 Our created and provided every account is verified and safe We provide services after payment in very short time a, Investment of our company is about and being ready to invest more and this upcoming investment will be dependent on your love for Ussmmstore. Education University or School Field of study AprJan 2020 University or School Field of study AprJan 2020 Skills Word C# Java Canva C/
Word
C#
Java
In military service
Ready to interview
Full-time / Interested in working remotely
More than 15 years

The Most Lightweight and Effective Recruiting Plan

Search resumes and take the initiative to contact job applicants for higher recruiting efficiency. The Choice of Hundreds of Companies.

  • Browse all search results
  • Unlimited access to start new conversations
  • Resumes accessible for only paid companies
  • View users’ email address & phone numbers
Search Tips
1
Search a precise keyword combination
senior backend php
If the number of the search result is not enough, you can remove the less important keywords
2
Use quotes to search for an exact phrase
"business development"
3
Use the minus sign to eliminate results containing certain words
UI designer -UX
Only public resumes are available with the free plan.
Upgrade to an advanced plan to view all search results including tens of thousands of resumes exclusive on CakeResume.

Definition of Reputation Credits

Technical Skills
Specialized knowledge and expertise within the profession (e.g. familiar with SEO and use of related tools).
Problem-Solving
Ability to identify, analyze, and prepare solutions to problems.
Adaptability
Ability to navigate unexpected situations; and keep up with shifting priorities, projects, clients, and technology.
Communication
Ability to convey information effectively and is willing to give and receive feedback.
Time Management
Ability to prioritize tasks based on importance; and have them completed within the assigned timeline.
Teamwork
Ability to work cooperatively, communicate effectively, and anticipate each other's demands, resulting in coordinated collective action.
Leadership
Ability to coach, guide, and inspire a team to achieve a shared goal or outcome effectively.
More than one year
Partner
Muscle Racing LLC
1996 ~ Present
Palm Beach, FL, USA
Professional Background
Current status
Employed
Job Search Progress
Not open to opportunities
Professions
Finance Manager
Fields of Employment
Work experience
More than 15 years
Management
Skills
Platform Development
Plastic Surgery
Private Equity
Dermatology
Bilingual
Dentistry
Leadership
Analysis
Finance
Mergers & Acquisitions
Languages
English
Native or Bilingual
Spanish
Professional
Job search preferences
Positions
Partner
Job types
Full-time
Locations
Palm Beach, FL, USA
Remote
Not interested in working remotely
Freelance
No
Educations
School
Johnson and Wales University
Major
Associate's Degree Culinary Arts
Print
Hy7pwhotyeu7amilvyth

David C. Branch

David C. Branch is what one might call a classic serial entrepreneur. He's created, purchased, and sold more than 300 companies! Now Dave is a recognized and strategic leader in finance, private equity, and platform development strategies. Today he serves as a Founder and Partner of Viper Equity Partners, the country's leading transition consultation firm for the medical industry. He works with with Banks, Lawyers, Finance Partners, Equity Firms, and Analysts. Dave's main focus is Dental, Plastic Surgery and Dermatology office consolidation.

David C. Branch started Viper Equity Partners in 2009. Now his group offers a wide array of services, including M&A advisory services and full accounting and financial support. He offers twenty-five years of problem solving experience. Dave also specializes in dentistry, dermatology, and plastic surgery practice consolidation.

David C. Branch was also selected in 2018 and 2019 as one of the Top 100 People in Finance. He has also been nominated for 2020. His accomplishments don't end there-- he's also a retired Hall of Fame Athlete, 2010 APBA Sportsman of the Year, World Tailgating Champion, and Television Personality.

Founder of Viper Equity Partners
Palm Beach, FL, US
[email protected]

Work Experience

Viper Equity Partners

2009 ~ Present

Founder and Partners

Living Life LLC

1995 ~ Present

Partner

Private Equity, Acquisition, Strategic Growth and Finance Consultation

Living Life LLC

Muscle Madness The Series

Aug 1989 ~ Present

President


HMG Medical

1987 ~ 2008

CEO

Finance, Marketing and Branding Telecommunications Company. Sold
company to Sprint 1997.

Island Communications 

1990 ~ 1997


Finance, Marketing and Branding Telecommunications Company. David C, Branch sold the company to Sprint 1997.

Education

Johnson and Wales University

Associate's Degree Culinary Arts, 1984 ~ 1986

David C. Branch was also part of the Captain Governors Conference.

Loyola University New Orleans

Bachelor's Degree Finance/Business, 1980 ~ 1984

Dave was a member of the PKT Fraternity. 

Skills


  • Marketing
  • Entrepreneurship
  • Start-Ups
  • Mergers and Acquisitions
  • Commercial Real Estate
  • Merger Strategies
  • Marketing Strategies
  • Business

Projects

5 Factors in Choosing the Right Investment

David C. Branch discusses how you can choose the right investment for you. Keep reading here

Paragraph image 00 00@2x
Paragraph image 01 00@2x

How to Create a Budget

No matter your level of income or place in life, it's important for you to set up a budget. Here, Dave describes how. 

How to Improve Your Financial Literacy

In order to build wealth and save for the future, you may need to boost your financial literacy. Learn more here

Paragraph image 00 00@2x

Videos

David C. Branch shares a video he created to describe some of the best boat racing resources. 

Interested in boosting your financial literacy? Check out this video to learn more about what you need to know and the resources you have available. 

Social Media

Learn more about David C. Branch on social media here! 

Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x
Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x
Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x
Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x

Infographics

View infographics by David C. Branch here!


How to Build Credit

Learn More

How to Cut Costs and Save During a Pandemic

Learn More

Map

Dave and Viper Equity Partners are located in Palm Beach, Florida.

Press

2020 Predictions From Dental Support Industry Thought-Leaders

Group Dentistry Now | Sep. 09, 2020

2019 was one of the most active and exciting years in the DSO segment of the dental industry. In early February, we published 2019 Recap & 2020 Predictions from 18 Dental Support Industry Thought-Leaders. Then COVID-19 hit. And it hit dentistry hard. Now that the DSO industry has started its recovery, we are revisiting those thought leaders for an update on their predictions for 2020 and beyond. Below are their thoughts as we all continue to navigate these unprecedented times.


Read more here.

2019 Recap & 2020 M&A Predictions for Dentistry: Thoughts from David C. Branch of Viper Equity Partners

PR Newswire | Feb. 13, 2020

On Tuesday, February 11, 2020, David C. Branch, Viper Equity Partners Principal, highlighted to Group Dentistry Now: “2019 was again another interesting time for the dental consolidation market. It marked the first time since 1995 that new smaller DSOs showed more acquisition growth than industry staples like Heartland and Aspen Dental. Competition has become fierce, and sellers are more educated in terms of deal structure. 


Read more here.

Oral Surgeons are being courted by Private Equity but is now the time to sell? Viper Equity Partners responds.

PALM BEACH, Fla., Feb 1, 2022 /PRNewswire/ -- It is no surprise that oral surgery is the hot buy for 2022 with DSO's and private equity firms. It is truly the gold rush of dentistry. So, we called on the experts David C Branch and Jonathan Guise of Viper Equity Partners to get insight into this amazing industry. Q: What can a Oral surgery group expect a deal to look like? Viper: What we are seeing are TOP DOLLAR deals. A typical deal will be based on a multiple of EBITDA (like net profit). The multiples we are seeing are in the 7x-10x range of an adjusted EBITDA which includes doctor compensation. The deals will pay 70% cash at close to the sellers and 30% will be rolled into equity in the buying company. These are partnership deals, so the doctors post close are shareholders and owners not employees. The deals can be very lucrative with earnouts, bonus programs and incentive plans.


Read more here.


The Dental Industry's Dominate Deal Maker, Viper Equity Partners, soars to over 300m in Q1 2022.


PALM BEACH, Fla., May 5, 2022 /PRNewswire/ -- The consolidation of the dental industry has been growing steadily over the last 20 years. Today, 30% of americas dentists have joined one of the 600 DSO's making it the most active market in healthcare. Deal values based on EBITDA have risen above 11x for marquee single offices. Old school bloated DSO's have given way to progressive new players with partnership models that have structures favorable to the selling doctors. These groups offer the doctors higher front-end cash with equity rolls that really pay off at recaps or the doctors' exit. Truly an amazing time for dentists and all dental specialists.


Read more here. 

Plastic Surgeons want to know if now is the time to sell to a Private Equity Firm. Viper Equity Partners responds

PALM BEACH, Fla., Feb. 3, 2022 /PRNewswire/ -- It is no surprise that plastic surgery has taken center stage as the hot buy for 2022 with private equity firms. Dozens of firms have started platforms nationally and many more are joining the action. 


Plastic Surgeons Turn to Viper Equity Partners as Valuations Soar in Healthcare's Hottest Consolidation Market.

PALM BEACH, Fla., May 4, 2022 /PRNewswire/ -- Viper Equity Partners started 2022 by putting over 225 million dollars in deals under letter of intent in Q1, once again holding on strong to their spot as the top investment banking firm in healthcare. Their focus was all plastic surgery as deals brought top valuations with dozens of PR firms stepping up to enter the space. "It's been coming for years stated David C Branch, Viper's founder, Branch continued" the offices are highly profitable with multiple recurring revenue streams offering fee for service and insurance income with huge scale opportunities."


Resume
Profile
Hy7pwhotyeu7amilvyth

David C. Branch

David C. Branch is what one might call a classic serial entrepreneur. He's created, purchased, and sold more than 300 companies! Now Dave is a recognized and strategic leader in finance, private equity, and platform development strategies. Today he serves as a Founder and Partner of Viper Equity Partners, the country's leading transition consultation firm for the medical industry. He works with with Banks, Lawyers, Finance Partners, Equity Firms, and Analysts. Dave's main focus is Dental, Plastic Surgery and Dermatology office consolidation.

David C. Branch started Viper Equity Partners in 2009. Now his group offers a wide array of services, including M&A advisory services and full accounting and financial support. He offers twenty-five years of problem solving experience. Dave also specializes in dentistry, dermatology, and plastic surgery practice consolidation.

David C. Branch was also selected in 2018 and 2019 as one of the Top 100 People in Finance. He has also been nominated for 2020. His accomplishments don't end there-- he's also a retired Hall of Fame Athlete, 2010 APBA Sportsman of the Year, World Tailgating Champion, and Television Personality.

Founder of Viper Equity Partners
Palm Beach, FL, US
[email protected]

Work Experience

Viper Equity Partners

2009 ~ Present

Founder and Partners

Living Life LLC

1995 ~ Present

Partner

Private Equity, Acquisition, Strategic Growth and Finance Consultation

Living Life LLC

Muscle Madness The Series

Aug 1989 ~ Present

President


HMG Medical

1987 ~ 2008

CEO

Finance, Marketing and Branding Telecommunications Company. Sold
company to Sprint 1997.

Island Communications 

1990 ~ 1997


Finance, Marketing and Branding Telecommunications Company. David C, Branch sold the company to Sprint 1997.

Education

Johnson and Wales University

Associate's Degree Culinary Arts, 1984 ~ 1986

David C. Branch was also part of the Captain Governors Conference.

Loyola University New Orleans

Bachelor's Degree Finance/Business, 1980 ~ 1984

Dave was a member of the PKT Fraternity. 

Skills


  • Marketing
  • Entrepreneurship
  • Start-Ups
  • Mergers and Acquisitions
  • Commercial Real Estate
  • Merger Strategies
  • Marketing Strategies
  • Business

Projects

5 Factors in Choosing the Right Investment

David C. Branch discusses how you can choose the right investment for you. Keep reading here

Paragraph image 00 00@2x
Paragraph image 01 00@2x

How to Create a Budget

No matter your level of income or place in life, it's important for you to set up a budget. Here, Dave describes how. 

How to Improve Your Financial Literacy

In order to build wealth and save for the future, you may need to boost your financial literacy. Learn more here

Paragraph image 00 00@2x

Videos

David C. Branch shares a video he created to describe some of the best boat racing resources. 

Interested in boosting your financial literacy? Check out this video to learn more about what you need to know and the resources you have available. 

Social Media

Learn more about David C. Branch on social media here! 

Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x
Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x
Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x
Paragraph image 06 00@2x
Paragraph image 06 01@2x
Paragraph image 06 02@2x

Infographics

View infographics by David C. Branch here!


How to Build Credit

Learn More

How to Cut Costs and Save During a Pandemic

Learn More

Map

Dave and Viper Equity Partners are located in Palm Beach, Florida.

Press

2020 Predictions From Dental Support Industry Thought-Leaders

Group Dentistry Now | Sep. 09, 2020

2019 was one of the most active and exciting years in the DSO segment of the dental industry. In early February, we published 2019 Recap & 2020 Predictions from 18 Dental Support Industry Thought-Leaders. Then COVID-19 hit. And it hit dentistry hard. Now that the DSO industry has started its recovery, we are revisiting those thought leaders for an update on their predictions for 2020 and beyond. Below are their thoughts as we all continue to navigate these unprecedented times.


Read more here.

2019 Recap & 2020 M&A Predictions for Dentistry: Thoughts from David C. Branch of Viper Equity Partners

PR Newswire | Feb. 13, 2020

On Tuesday, February 11, 2020, David C. Branch, Viper Equity Partners Principal, highlighted to Group Dentistry Now: “2019 was again another interesting time for the dental consolidation market. It marked the first time since 1995 that new smaller DSOs showed more acquisition growth than industry staples like Heartland and Aspen Dental. Competition has become fierce, and sellers are more educated in terms of deal structure. 


Read more here.

Oral Surgeons are being courted by Private Equity but is now the time to sell? Viper Equity Partners responds.

PALM BEACH, Fla., Feb 1, 2022 /PRNewswire/ -- It is no surprise that oral surgery is the hot buy for 2022 with DSO's and private equity firms. It is truly the gold rush of dentistry. So, we called on the experts David C Branch and Jonathan Guise of Viper Equity Partners to get insight into this amazing industry. Q: What can a Oral surgery group expect a deal to look like? Viper: What we are seeing are TOP DOLLAR deals. A typical deal will be based on a multiple of EBITDA (like net profit). The multiples we are seeing are in the 7x-10x range of an adjusted EBITDA which includes doctor compensation. The deals will pay 70% cash at close to the sellers and 30% will be rolled into equity in the buying company. These are partnership deals, so the doctors post close are shareholders and owners not employees. The deals can be very lucrative with earnouts, bonus programs and incentive plans.


Read more here.


The Dental Industry's Dominate Deal Maker, Viper Equity Partners, soars to over 300m in Q1 2022.


PALM BEACH, Fla., May 5, 2022 /PRNewswire/ -- The consolidation of the dental industry has been growing steadily over the last 20 years. Today, 30% of americas dentists have joined one of the 600 DSO's making it the most active market in healthcare. Deal values based on EBITDA have risen above 11x for marquee single offices. Old school bloated DSO's have given way to progressive new players with partnership models that have structures favorable to the selling doctors. These groups offer the doctors higher front-end cash with equity rolls that really pay off at recaps or the doctors' exit. Truly an amazing time for dentists and all dental specialists.


Read more here. 

Plastic Surgeons want to know if now is the time to sell to a Private Equity Firm. Viper Equity Partners responds

PALM BEACH, Fla., Feb. 3, 2022 /PRNewswire/ -- It is no surprise that plastic surgery has taken center stage as the hot buy for 2022 with private equity firms. Dozens of firms have started platforms nationally and many more are joining the action. 


Plastic Surgeons Turn to Viper Equity Partners as Valuations Soar in Healthcare's Hottest Consolidation Market.

PALM BEACH, Fla., May 4, 2022 /PRNewswire/ -- Viper Equity Partners started 2022 by putting over 225 million dollars in deals under letter of intent in Q1, once again holding on strong to their spot as the top investment banking firm in healthcare. Their focus was all plastic surgery as deals brought top valuations with dozens of PR firms stepping up to enter the space. "It's been coming for years stated David C Branch, Viper's founder, Branch continued" the offices are highly profitable with multiple recurring revenue streams offering fee for service and insurance income with huge scale opportunities."