Functional Skills

Market Research
Financial Modeling
Financial Due Diligence
Valuation
Financial Statement Preparation

Software Skills

Microsoft Excel
Microsoft PowerPoint
Microsoft Word

Certifications

CAIAChartered Alternative Investment Analyst
CFAChartered Financial Analyst

Sector Experience

Business Services
Financial Services
Healthcare
Manufacturing
Technology

Languages

English
Spanish

Experience

McKenzie Securities Finance
Team
1/2015 - Present
Established in 2015, McKenzie Securities LLC, is a boutique investment bank and corporate financial advisory firm that provides sell side and buy side M&A, majority and minority recapitalizations, growth capital, strategic advisory services and management/CFO consulting to small and middle market companies in the US and Central America. McKenzie & Associates prides itself on its true commitment to integrity, tenacity, and excellence in financial services.