19
years
Years of Experience
1/17
Member Since
Bulge Bracket Investment Banks
Fortune 500
Experience
Wolf and Shepherd, Inc.
Start-Up
Head of Finance and Operations
Raised $2mm in Series Seed round and established $350k debt financing for fast growing dress shoe company. Stayed on in more permanent capacity to oversee all finance: accounting, tax, FP&A, investor relations. Also oversee all operations, including: supply chain, customer experience, and warehousing.
GlobalVision
Start-Up
CFO Advisor
Retained by Co-Founder of healthcare start-up (with > $2.5mm in grant funding) to assist with financial planning and capital raising to support the build-out of >60 eye hospitals across 4 developing countries.
Created complex 10-year financial model that is expected to raise > $100m in equity financing over the next 5 years – micro finance investors are the target – PwC audited and approved model.
Created complex 10-year financial model that is expected to raise > $100m in equity financing over the next 5 years – micro finance investors are the target – PwC audited and approved model.
Paramount Management Services
Operations
General Manager
General Manager of $5mm Healthcare Revenue Cycle Management business. P&L Ownership. Oversee: Billing, Collections, Cash Management, and Investor Relations. Built majority of analytics and financial model for the business.
Verengo Solar
Operations
Sr. Director FP&A
Oversaw all planning and budgeting functions. Also managed supply chain with a $30mm annual budget.
Philisophy IB
Management Consulting
Management Consultant
Management Consultant and boutique firm servicing Fortune 500 Pharmaceutical companies in the area of new product development process improvement.
Goldman Sachs
Finance
Sr Analyst
Investment Analyst within the Investment Strategy Group of Private Wealth Management. Provided modeling and analytic support to the wealth advisors
Federal Reserve Bank of Boston
Other
Analyst
Research Analyst within Research Department