26
years

Years of Experience

12/16

Member Since


Experience

 
Toptal Management Consulting
Consultant
06/2016 - Present
Toptal Finance is an elite global network of top freelance finance experts and consultants in financial modeling & valuation, fundraising, FP&A, market research, M&A, pricing analysis, and more. Top companies and start-ups trust our finance experts to solve their most important business challenges. 3% of consultants that apply to Toptal are accepted.

SmartEngagement Start-Up
Partner/CFO
09/2012 - 12/2016
Developed financial models for internal projections and fundraising efforts.
Determined the viability of startups.
Developed and/or reviewed pitch decks and projections for external fundraising efforts.
Built financial models for internal projections and external fundraising efforts.
Developed digital strategies for eCommerce companies.
Raised capital from seed investors to develop proof of concept and begin marketing of product.
Provided CFO Services for over one dozen Companies

Medical Finance Associates Finance
Partner
06/2001 - 01/2012
Acquired a durable medical equipment supplier.
Founded a national pharmacy with licensing in 46 states.
Developed pricing strategies.
Coordinated with investment bankers regarding the sale of the company.
Worked with counsel to develop responses to regulatory agencies.
Built financial models for internal projections and external fundraising efforts.
Created documentation to support the sale of the company.

Price Waterhouse Coopers Accounting
Auditor
09/1986 - 09/1989
Acted as the sole founder of a company that provided software specific certification programs for major universities including Duke, Emory, Vanderbilt, and Notre Dame.
Built financial models and internal projections to guide growth and aid in fundraising efforts.
Developed a $1,000,000 line of credit with local and regional banks.
Worked with large VC firms to raise $6,000,000 in capital for the company.
Developed relations with investment bankers and led the company to a favorable exit