Certifications

CFAChartered Financial Analyst

Sector Experience

Manufacturing
Financial Services
Technology
Agriculture
Industrials
2
jobs

Jobs Completed

18
years

Years of Experience

6/14

Member Since


Experience

 
Revelation Financial Inc. Management Consulting
Founder
02/2015 - Present
Revelation Financial provides advice to companies on corporate development and investor relations. Our services including the identification, evaluation and resolution of transformational strategic issues, as well as extensive financial analysis tools to help with executive decisionmaking.

Current mandates include advising a Canadian public company on its investor relations strategy, and recent mandates include investor relations and market research in the resources and energy sectors.

Polaris Materials Corporation Corporate Strategy & Development
Vice President, Investor Relations & Corporate Development
02/2016 - 02/2018
Company sold for a more than 250% premium.

IR responsibilities included managing relationships with key investors, research analysts and other stakeholders, as well as primary drafting of and management of process for issuance of press releases and other key disclosure documents.

Corporate development responsibilities include design and implementation of a process for evaluation of internal and external business opportunities, major contract negotiation, and project management.

BMO Capital Markets Finance
Investment Banking Associate
12/2009 - 02/2014
* Extensive due diligence, financial modelling and transaction execution expertise in resources, industrials, tech and other industries
* Responsible for drafting comprehensive investor presentations, press releases and other investor communications
* Announced transactions included Orko Silver's friendly sale to Silver Standard, Imperial Metals' 2014 bond offering and bank financing, Franco-Nevada's C$375 million equity financing

TD Securities Finance
Investment Banking Associate / Analyst
07/2005 - 12/2009
* Extensive due diligence, financial modelling and transaction execution expertise in resources, industrials, tech and other industries
* Responsible for drafting comprehensive investor presentations, press releases and other investor communications
* Announced transactions include Xtrata's acquisition of Falconbridge, Mexgold's sale to Gammon Gold, and the acquisition of Cambior by IAMGOLD, as well as a $86 million private debt financing for Jaguar Mining and multiple equity financings