Principal in interim and fractional financial management firm. Help companies as controller, CFO, or interim financial or operational manager.
- Recent clients in building products/prefab construction, commercial banking, software, manufacturing and agriculture.
- Manage Balance Sheet - Accounts Receivable (AR) and Accounts Payable (AP)
- Prepare financial reports, Expert financial modeling
- Fundraising, Due diligence preparation, Investment pitch collateral

Investment Professional in Multi Billion dollar Family Office, Real Estate and Private Investment Firm
- Focused on industrial real estate acquisition and development, alternative energy, transportation and VC
- Successful deals included sale of Colorado Water Rights, Venture Capital Investment in an agricultural software company

Part of Fundless Sponsor Group that executed the leveraged buyout of a sign manufacturer using an asset based loan (ABL) facility, from a Private Equity Fund.
- Aggressively Managed Accounts Payable and Accounts Receivable
- Negotiated enhanced insurance payment
- Prepared Financial Statements
- Prepared Bank Compliance Documents
- 13 week cash flow model

Lead Credit Analyst and Head of Leveraged Loan Research on loan sales and trading desk. Mostly dealt with middle market and large cap loans.

Turnaround and Restructuring Advisor helping distressed companies.
- Interim Controller for $50 mm licensing and distribution company; Bankruptcy Advisor
- Built customer profitability analysis
- 13 week cash flow model
- Constructed Debtor in Possession budget

Credit Analyst for $1.4 bn Special Opportunity Loan Portfolio
- Pivotal to the growth of middle market loan portfolio from $20 mm to $1 bn+ in 15 months
- Analyzed, executed and sourced senior secured term loans in the club, syndicated and secondary loan markets
- Performed financial, operational and legal due diligence for credit underwriting
- Managed over 30 performing, stressed and distressed loan positions in various industries

Investment Banking Analyst, Class of 2005: Multi-Industries Group
- Selected as lateral hire into official investment banking analyst program from back office role
- Created financial models for valuation, LBOs, M&A, and securities offerings

Product Controller for foreign exchange products such as Spot FX, Futures, options and credit derivatives.