27
years

Years of Experience

6/15

Member Since


Experience

 
Wealthramp, Inc Start-Up
Director of Investor Relations
04/2016 - Present
Interim finance head. Created PPM and investor deck, upgraded financial model to reflect current operations, liaison with existing and potential investors. Working closely with counsel to clean up all corporate formation and capital raise documents, adopt stock option plan, and position company for institutional capital raise.

BellMark Partners Finance
Managing Director
10/2012 - 12/2015
Capital raise and M&A deal team lead for boutique investment bank with offices in Boston and Cleveland. Predominantly focused on business services, consumer, healthcare and industrial sectors in lower middle market. As Managing Director, held deal origination and transaction leadership role. Sourced, executed and closed 3 transactions over 2 year tenure

Consultant Finance
Corporate Finance Strategy and Execution
06/2003 - 08/2011
Experience with corporate formation, business plan & financial model development, early stage capital raises, and majority equity investment by strategic partner. For some clients, performed and/or managed financial functions, created and updated business plans, financial models, and investor presentation materials. Served as interim CFO for startups in medical device and healthy-living sectors. Former CPA with Coopers & Lybrand

Various Finance
Associate - Director
06/1994 - 11/2001
Held various investment banking positions in the Boston area, including Director/Head of Private Placements at Tucker Anthony Sutro (acquired by RBC), Vice President Private Capital Markets at Robertson Stephens, and Associate at BancBoston Securities and BNY Associates