Functional Skills

M&A Support
Financial Modeling
Accounting Software Implementation
3
hours

Avg Response Time

10
jobs

Jobs Completed

118
hours

Total Hours Logged

12
years

Years of Experience


Experience

 
The Watermill Group Finance
Summer Associate
06/2017 - Present
Transaction execution and portfolio company strategy.

Brad's Raw Foods Operations
Chief Operating Officer
03/2015 - 07/2016
Manage operations and strategy for Brad’s Raw Foods, a healthy snack company with 8 figure annual revenue.

Oversee supply chain, procurement, manufacturing, quality and logistics in addition to participating daily in sales, R&D and marketing strategy.

Collaborate and strategize with VC owners on a daily basis to ensure proper execution of business optimization plan.

Manage team of 8 people directly and a production operation involving 20 additional employees.

Captains Neck Brands Start-Up
Chief Executive Officer
07/2012 - 03/2015
Identified opportunity targeting consumers in the low-calorie, all-natural carbonated soft drink market and initiated idea development and relevant market research.

Managed team of 10 outsourced professionals assisting with legal, formulation (beverage chemist), product design (creative + graphic design) and production (industrial co-packer).

Oversaw and participated in all aspects of operations: marketing, distribution, administration, financial and strategic decisions.

Deutsche Bank, AG Finance
Analyst
05/2012 - 07/2014
Transitioned to Deutsche Bank on small team with former Vice Chairman of Citi Energy Group to provide junior support on new midstream advisory team.

Evaluated oil & gas C-Corp and Master Limited Partnerships via cash flow modeling, M&A evaluation, sum-of-the-parts asset valuation and LBO analysis.

Spearheaded composition of transaction related marketing and technical documents through numerous M&A, debt and equity engagements.

Citigroup Inc. Finance
Analyst
07/2011 - 04/2012
Developed range of analytical skills through significant exposure to mergers and acquisitions, discounted cash flow, comparable company and precedent transaction analyses; gained intimate knowledge of oil and gas industry via analysis of numerous exploration, midstream and oilfield service companies.