Winvin provides senior executive expertise to oversee finance, human resources, and administrative functions for entrepreneurial and family-owned companies. Specific responsibilities include: creating annual budgets and financial projections, analyzing budgeted results versus actual performance, assessing new business and investment opportunities to refine strategic business plans, preparing marketing materials for meetings with prospective investors, and recruiting and training staff.

Hadley Partners is a boutique investment banking firm dedicated to meeting the needs of middle market and emerging growth companies. Primary responsibilities included: evaluating clients’ strategic and capital raising objectives, providing merger and acquisition advisory services, arranging debt and equity private placements, and managing regulatory compliance documentation.

Lula Belle was a start up candy company. I focused on establishing the financial reporting infrastructure, creating projections, analyzing financial performance against projected results, and evaluating requirements to raise additional capital. In addition, I became more involved in the operations of the business which included implementating a new order fulfillment process and enacting cost-savings and pricing strategies. Featured on Food Network, Los Angeles Magazine, and L.A. Times.

Merrill Lynch is a provider of global corporate and investment banking services. My primary responsibilities included: structuring and executing leveraged finance transactions for corporate clients and private equity groups. I specialized in providing acquisition financing for LBOs, conducted due diligence, performed credit analysis, drafted offering memoranda and marketing materials, negotiated legal documentation for bond offerings / loans, and managed bi-coastal deal teams of 4 to 10 bankers.

Bankers Trust is a provider of global corporate and investment banking services. My primary responsibilities included structuring and executing syndicated leveraged loan and high yield transactions for financial sponsors. Specific duties included: conducting due diligence, performing credit analysis, developing financial models, drafting offering memoranda and marketing materials, negotiating legal documentation for bond offerings / loans, and managing bi-coastal deal teams of 4 to 10 bankers.