Functional Skills

Accounting
Corporate Finance
Financial Modeling
M&A Support
Financial Due Diligence
Financial Management
Financial Planning & Analysis (FP&A)
Investor Relations
Organizational Leadership

Software Skills

Microsoft Excel
Microsoft Word
Microsoft PowerPoint

Certifications

CFAChartered Financial Analyst

Sector Experience

Energy
Industrials
21
years

Years of Experience

1/18

Member Since

Experience

 
Oats & LLC Start-Up
Founder
09/2014 - Present
I am currently working to bring a natural foods brand to market. The brand is focused on "making homemade easy" concepts for snacking and performance nutrition, eventually expanding into additional product categories.
Transitional Energy LLC Start-Up
CFO
03/2020 - Present
Transitional Energy is a start-up low-temperature geothermal operator. Responsible for all finance functions including model development, drafting of investor presentations and related documents, presenting and negotiating returns with potential investors, and all other finance and corporate functions associated with start-ups.
Filsinger Energy Partners Management Consulting
Managing Consultant
04/2015 - 08/2017
I provided financial and energy consulting services to the power and utilities industry, primarily in restructuring and litigation situations.
Coeur Mining Corporate Strategy & Development
Director of Strategic Development
09/2011 - 03/2013
I supported the CEO and CFO in developing corporate and financial strategic initiatives, presenting those initiatives to the Board of Directors, and managing the execution. I also supported other corporate functions, including corporate development, investor relations, accounting, and treasury.
Deutsche Bank Securities Finance
Vice President
06/2006 - 03/2011
I provided mergers and acquisitions and underwriting advisory services to clients in the Metals and Mining industries. I worked with a wide variety of clients from exploration stage companies to multi-national, diversified mining entities.
GAM USA, Inc Finance
Sales Associate
08/2002 - 06/2005
Market fund of hedge fund products and other investment management services to financial advisers of high net worth individuals.
Lord Abbett Other
Internal Wholesaler
07/2000 - 08/2002
Market mutual funds, retirement plans, and managed account solutions to financial advisers.