Functional Skills

Business Planning
Financial Due Diligence
Forecasting / Projections
Data Visualization / Reports
Portfolio Optimization
15
years

Years of Experience

5/17

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
UBS Private Wealth Management Corporate Strategy & Development
Vice President
03/2015 - 04/2017
Financial adviser to ultra high net worth clients with assets of $10m+.

Bradley Holdings Corporate Strategy & Development
CFO
08/2009 - 01/2015
Head of family office. Managed large liquid portfolio investments, corporate real estate holdings, and estate planning. Prepared performance reports, cash flow projections, liquidity schedules, and consolidated reports. Coordinated financial efforts with family owned business and family foundation. Other ad hoc projects.

Keel Point Finance
Vice president
03/2007 - 07/2009
Co-head of private investments at multi-family office. Oversaw due diligence of client opportunities in private equity, venture capital, real estate, and other non-public security related investments.

PricewaterhouseCoopers (PwC) Accounting
Senior Associate
09/2002 - 02/2007
Buy side financial due diligence for strategic and financial business acquisitions. Prior to M&A, financial statement auditor.