Functional Skills
Financial Modeling
8
hours
Avg Response Time
2
jobs
Jobs Completed
170
hours
Total Hours Logged
17
years
Years of Experience
Experience
Piedmont Community Bank Holdings, Inc.
Finance
Associate, Strategy & Corporate Development
Effectively implemented the long-term investment strategy of a bank holding company formed in 2009 by leading entrepreneurs, banking executives, and institutional investors to acquire, recapitalize, and consolidate community banks in the Carolinas and Virginia.
Advantage Insurance Holdings
Corporate Strategy & Development
Financial Consultant
Provided comprehensive financial valuation services (including building a customized financing transaction and projections model as well as preparing related prospectus materials and fundraising documents) to support the capital raise efforts and forecasting / budgeting process for Advantage Insurance Holdings.
Fidus Partners, LLC
Finance
Analyst
Provided financial advisory and investment management services for an integrated platform specializing in mergers and acquisitions as well as principal investing of mezzanine capital for middle market businesses seeking a sale, ownership transition, or outside investment.