13
years
Years of Experience
10/16
Member Since
Fortune 500
Experience
Bank of America Merrill Lynch
Finance
Vice President
Vice President in the Financial Sponsors Group; Provided advisory and investment banking services to private equity firms including debt financing, M&A and equity capital markets; I worked extensively on 15+ transactions and closed 8 (>$15B of total transaction size)
GE Capital
Finance
Associate and Assistant VP
I was a senior analyst through VP at GE’s merchant banking division that provided direct lending, syndicated leveraged loans, and equity co-investments for middle market private equity transactions; Key deliverables included credit and valuation analysis, industry and company due diligence, competitive analysis, transaction structuring and pricing, internal investment recommendation, rating agency and investor presentations, and negotiation of legal documents from commitment to closing
General Electric
Corporate Strategy & Development
Various
- Led several projects to develop new products, expand into new markets/customers, and implement new policies / strategy
- Top performer in General Electric’s premier management training program (Financial Management Program) and quickly rose through the organization
- Top performer in General Electric’s premier management training program (Financial Management Program) and quickly rose through the organization
Southeast Interactive Technology Funds
Finance
Junior Associate
- Reviewed and developed strategic plans and diligence reports for technology-based investment opportunities
- Conducted market diligence and industry analysis for potential investment areas
- Conducted market diligence and industry analysis for potential investment areas