19
hours

Avg Response Time

27
years

Years of Experience

5/17

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Helix Advisors LLC Accounting
Principal
02/2011 - Present
Own and manage a financial services firm focused primarily on providing interim and fractional CFO, strategic planning, due diligence, and M&A integration services, as well as business valuation services including estate/gift, 409a, pre and post money, purchase price allocation, and goodwill impairment valuations.

Tolarus Partners LLC Finance
Managing Director
04/2013 - 09/2015
Owned and managed a financial advisory services firm focused on providing business valuation, transaction advisory services, strategic planning and corporate development.

Westlake Securities LLC Finance
VP and CFO
10/2008 - 02/2011
CFO/Financial Operations Principal for a broker-dealer with varied operations, including general securities, mergers and acquisitions and institutional sales and trading. Also led the firm's financial advisory service practice, which included responsibility over 409a valuations, purchase price allocation valuations, and fairness opinions.

Deloitte Accounting
Senior Manager
01/1998 - 09/2008
Provided assurance and M&A transaction services to public and emerging growth companies in technology, manufacturing, consumer business, energy and real estate sectors.