Sector Experience

Telecom
Energy
Technology
Automotive
Industrials
19
years

Years of Experience

7/19

Member Since


Experience

 
Clarivate Analytics Finance
VP & Treasurer, Head of Investor Relations
08/2016 - 09/2019
Built a treasury infrastructure implementing consistent reporting cadence and processes, centrally managing liquidity across Americas, EMEA, APAC driving operational efficiencies and cost savings.
Managed corporate communications externally with timely release of quarterly earnings, hosting earnings presentation calls laying groundwork for successful public listing.
Built global HR, payroll, benefits infrastructure from the ground managing ops in ADP, Workday for 4,500+ FTE's in 34+ countries.

Ciena Corporation Accounting
Global Treasury Director & Assistant Treasurer
09/2012 - 08/2016
Term Loan refinancing, Convertible debt restructuring, Asset-backed lending, Interest rate swaps, and FX hedging (cashflow and balance sheet).
Conducted valuation and financial diligence for M&A deals.
Implemented global investment portfolio (commercial paper, money market, treasury ladder).
Managed global enterprise risk and insurance programs across Property, Casualty and Special lines.
Led and executed integration of Cyan within Ciena simplifying Treasury footprint.

General Motors Company Corporate Strategy & Development
Treasurers Office - Various Roles
02/2009 - 09/2012
Led Business Development team focused on optimizing business portfolio following Chp 363 by evaluating strategic options for underperforming businesses, divesting unprofitable plants, consolidating low-margin brands, re-negotiating unfavorable contracts and heading up growth opportunities
Led supply-chain continuity through bankruptcy. Global dividend and liquidity planning
Implemented Oracle + Wall Street Suite Treasury Management System and trading platforms for global Treasury Ops.

Lehman Brothers Finance
Investment Banking Associate
05/2007 - 02/2009
Identified buy-side M&A targets performing valuation & due diligence for Power cooperative to acquire generation assets for expanding capacity.
Built valuation models, performed analyses (public/,acquisition comps, breakup valuation, accretion/dilution) for acquisition in utility sector.
Led roadshow for mortgage servicer securing capital commitments from hedge funds.
Executed mandate for placement of perpetual preferred stock for Industrial client

Ford Motor Company Operations
Corporate Treasury
12/2000 - 05/2007
Treasurers Office: Securitization Funding; Securitization Operations, Wall Street Suite TMS
Helped structure and secure $3 billion liquidity in auto receivables backed ABS deals from capital markets as part of overall liquidity raise.
Managed and executed ABS (retail, lease, wholesale / dealer) programs exceeding $6 billion annually.
Worked with partner banks, legal counsel and rating agencies to raise liquidity from auto-receivables backed ABS transactions.