14
years

Years of Experience

4/15

Member Since


Bulge Bracket Investment Banks
Fortune 500

Experience

 
CST Industries Corporate Strategy & Development
Independent Contractor
02/2016 - Present
Working directly for the CEO on strategic projects including, M&A strategy development, market place analysis, salesforce.com implementation, product life cycle management analysis and IT infrastructure review.

Liqui-Box Corporate Strategy & Development
Director, Corporate Development and Strategy
06/2014 - 01/2016
Working as Director of Corporate Development and Strategy for a packaging company with private equity backing. Key projects include developing 5 year strategy plan, leading the budgeting process, designing 5 year projection model, evaluating acquisition targets, implementing salesforce.com, refining supply chain process and running the imminent sale process.

The Sterling Group Finance
Investment Associate
07/2012 - 07/2014
Participated in the following activities: diligence process of platform investments; industry analysis to determine market size and position within the market; build-up of operating models driven through industry research, calls with management and Sterling assumptions; participation in strategy sessions and management meetings; corporate carve-out transactions; lender presentations and refinancing transactions; Internal valuations; served as interim FP&A Manager for port co.

Morgan Stanley Finance
Investment Banking Analyst
06/2010 - 07/2012
Assisted in M&A, restructuring, financing, and other advisory assignments across a variety of industries. Built financial models and performed valuation analyses including DCF, comparable trading multiples, LBO, and precedent transaction multiples. Prepared presentations for clients and internal committees. Ranked in the top-tier of Analyst class for 2011 and extended a 3rd year offer.