Functional Skills

Business Planning
Financial Modeling
Financial Due Diligence
Cost Reduction
Competitive Landscaping

Software Skills

Microsoft Excel
Microsoft Office
Microsoft Project
Quickbooks

Sector Experience

Agriculture
Healthcare
Industrials
Manufacturing
Retail

Experience

Heartland Advisors, LLC Finance
Managing Director
1/2007 - Present
Oversee all of the projects from investment banking, Interim Executive Management, Restructuring, Capital Raising, Turnaround and Growth M&A Development

Heartland Advisors, LLC Finance
Managing Director
1/2003 - Present
Harvard Business School educated dynamic Interim C-Level (CEO/CFO) Executive and Board Member with 27 years diverse experience in all facets of start-up, developmental stage, growth (organic and M&A) and mature businesses up to $500 million in revenue. Delivered growth and shareholder value organically and through aggressive strategic M&A programs across a variety of sectors and industries. Experience in turnarounds and restructurings, refinancing, debt and equity capital raising, M&A.