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Areas of Expertise
Investment Analysis
Experienced conducting due diligence and capital raising strategies such as debt and equity financing.
Financial Modeling
Skilled in scenario analysis and cash flow forecasting to support strategic decision-making.
Financial Systems Implementation
Expert in configuration and optimization, streamlining processes and improving accuracy.
Experience
VP Finance, Treasurer
ExceleraRx Corp., acquired by Shields Health Solutions
Director of Accounting and Finance
D'Agostino Master Audio Systems
Principal, Investment Manager, Credit Analyst
Prism Mezzanine Fund, LP
Principal, Analyst and Director of Investments
Churchill Capital, Inc.
Assurance Manager
Touche Ross & Co
Education
BS, Accounting
University of Minnesota - Carlson School of Management
Industry Experience
- Mergers and Acquisitions: Due diligence, complex financial modeling, scenario analysis, and business valuations
- Medical and Pharmaceutical
- Manufacturing
Strengths
- Intuitive Problem Solver
- Reliable and Results Oriented
- Credible, Ethical and Trustworthy
- Efficient Time Management and Prioritization
- Loves a Challenge
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