31
minutes

Avg Response Time

1
jobs

Jobs Completed

17
years

Years of Experience

6/14

Member Since


Experience

 
Arete Capital Partners Finance
Senior Advisor
01/2015 - Present
Analyze investment opportunities by providing financial and operational due diligence. Act as a CFO to newly acquired companies in the transitional period.

Modern Holdings, Inc. Finance
Senior Finance Advisor
01/2010 - 12/2014
Results-oriented finance professional with over 10 years of experience in identifying investment opportunities as well as growing strategically, financially and operationally existing portfolio companies in industries such as Alternative Energy, Health Care, Insurance, Technology and Media.
CORE STRENGTHS & SKILLS - Financial & Operational Due Diligence, Financial Modeling, Financial Statements preparation and analysis, Building models in Excel with Pivot Tables and Vlookups, Strategy.

Binnacle Capital Services Finance
Financial Analyst
09/2005 - 07/2008
Prepared and analyzed semiannual Financial Statements for clients, which included portfolio performance review, income generation reports, spending budgets, and cash flow projections.
Coordinated with outside consultants to manage the estate, gift, and income tax planning for various trusts, and investments owned by clients.