Functional Skills

Corporate Finance
Accounting
Strategic Planning
Real Estate Investing
Private Equity Investing
Financial Planning & Analysis (FP&A)
Operations Management
Commercial Due Diligence
Project Management
Hedge Accounting
Supplier Relationship Management

Software Skills

Quickbooks
Salesforce
Microsoft Excel
Microsoft PowerPoint
Netsuite
Python
Storage Area Network (SAN)

Certifications

CFAChartered Financial Analyst

Sector Experience

Business Services
Energy
Financial Services
Industrials
Transportation & Logistics

Experience

Tyr Partners Management Consulting
Executive Director, Consulting and Structuring
1/2019 - Present
• Tyr Partners provides advisory services and interim management focusing on financial and operational optimization.
• Financing and transaction advisory services.
• Acting CFO for private equity-owned portfolio holdings
The Mason Companies Finance
Managing Director, Family Offices
1/2017 - 1/2019
• Secured $50 million in family office assets.
• Built strategic relationships with major law and accounting firms and with $500 million in investable assets for the firm.
Pulse Capital Partners Finance
Managing Director, Manager Incubation and Seeding
1/2011 - 1/2017
• Managed oversaw financial, operations, and regulatory protocols for North America and European alternative manager launches, including quant, credit, EM, and frontier markets
• Launched and grew several fund management businesses during my tenure from a standstill to over $1.0 billion under management.
● ADDITIONAL EXPERIENCE
● Provided asset management, hedge fund incubation, structured credit, family office services, and financial analyst functions for the following companies: