Sector Experience



Corporate Strategy
Investment Banking

Languages Spoken


Total Earnings


Avg Response Time


Jobs Completed


Total Hours Logged


Corporate Strategy
Pinewood Consulting, LLC - Principal
04/2017 - Present
- Owner of a financial consulting company in Connecticut. We provide outsourced accounting, CFO, due diligence, and financial modeling for investment banks, private equity, venture capital, large corporations, small companies, and consulting firms.
- Seeking remote or onsite consulting engagements to assist in areas such as deal valuation, small business strategy, buyer/seller due diligence, and other value-added services
- Have full staff of bookkeepers, CPAs, and Controllers if needed

Datto, Inc. - Channel Executive
06/2014 - 04/2017
- Top-rated quota-carrying sales professional for one the IT industry's fastest growing companies (Inc. 5000, backed by TCV & General Catalyst)
- Sold enterprise data backup & cloud solutions through technology resellers. Products contained both a hardware component plus contracted monthly recurring revenue
- Developed marketing for IT resellers across the US, leading to millions of dollars in monthly recurring revenue to Datto

Cafe Comply - Founder
01/2013 - 06/2014
- Founded a software startup to streamline municipal health department operations
- Prospect for clients using phone, email, social media, video, SEO, SEM and networking
- Prepare and deliver live product demonstrations for municipal and regional decision-makers
- Design mobile and web product concepts including interactive prototypes, project specification documents, and technical requirements

Investment Banking
Berkery Noyes & Co. - Mergers & Acquisitions Analyst
05/2011 - 01/2013
- Prospected for clients utilizing phone, email, tradeshows, and networking
- Completed seven sell-side M&A transactions as lead analyst in the firm’s healthcare group, totaling over $350 million in deal value
- Built descriptive offering memorandum, composed management presentations and managed due diligence processes for sell-side M&A engagements in the healthcare IT industry
- Clients included: Elsevier, Cengage Learning, Francisco Partners, Thomson, Haymarket

KPMG - Sr. Audit Associate
09/2008 - 05/2011
- Passed CPA exam within 8 months of starting full-time position
- Selected from over 20 candidates to be the lead senior associate in a new group designated to build the hedge fund and private equity audit practice in the Stamford office
- Valued publicly traded and private equity investments by developing valuation models using comparable companies and client provided information
- Clients included: GE, People’s United Bank, Credit Suisse, Galen Partners, Jefferies Group