Certifications

CFAChartered Financial Analyst

Sector Experience

Manufacturing
Business Services
Technology
Consumer Goods
Industrials

Languages

English
French
12
years

Years of Experience

10/19

Member Since


Experience

 
Newtrax Technologies Finance
Chief Financial Officer
08/2018 - 09/2019
Led nine-month process that culminated in sale of Newtrax to strategic acquirer. Prepared responses to due diligence questions, negotiated share purchase agreement and facilitated ownership transition. Oversaw all aspects of accounting operations, including all activities related to receivables, payables, payroll and financial reporting. Prepared and updated budgets and forecasts.

Prospect Capital Management Finance
Investment Professional
09/2008 - 08/2018
Sourced, analyzed, structured, closed, managed and exited debt and equity investments. Responsible for all transaction phases, including deal origination, underwriting, documentation, and exit. Closed 11 platfomr investments with principal value of $650+ million.