Certifications

Series 63
Series 79

Sector Experience

Financial Services
Business Services
Energy
Technology
Industrials
5
years

Years of Experience

10/20

Member Since


Big 4 Accounting
Top Consulting Firms

Experience

 
Billow Butler & Company Finance
M&A Banker
06/2019 - 05/2020
Sell-side investment banker advising clients on the mergers and acquisitions. Worked closely with business owners, c-suite, and managerial teams. Pitched our services to potential clients. After winning mandates, we worked through the full cycle of a deal (industry and market analysis, competitor analysis, valuation, preparation of marketing materials, buyer outreach, diligence, negotiation of deal terms, closing).

Lincoln International LLC Finance
M&A Banker
01/2018 - 05/2019
Sell-side investment banker advising clients on the mergers and acquisitions. Pitched our services to potential clients. After winning mandates, we worked through the full cycle of a deal (industry and market analysis, competitor analysis, valuation, preparation of marketing materials, buyer outreach, diligence, negotiation of deal terms, closing).

Ernst & Young (EY) Management Consulting
Consultant
08/2015 - 12/2018
Financial services consultant partnering with large financial institutions to assess business practices and procedures and to consult on and implement performance improvement changes.