Functional Skills
M&A Support
Financial Modeling
Financial Due Diligence
Valuation
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Quickbooks
Sector Experience
Consumer Goods
Retail
Bulge Bracket Investment Banks
Fortune 500
Experience
Wall Street Prep
Finance
Instructor
11/2020 - Present
Lead instructor for incoming Investment Banking and Private Equity professionals spanning financial statement modeling, DCF analysis, M&A and LBOs among other core finance topics. Part time
Alpyn Consulting
Finance
Founder
2/2021 - Present
Alpyn provides advisory services to private equity firms, their portfolio companies, and independent companies. Alpyn supports private equity firms in due diligence, financial modeling and analysis, and presentation support, among other services. Alpyn supports companies primarily in strategic finance and FP&A functions.
Capitol Peak Partners
Finance
Private Equity Associate
2/2019 - 2/2021
Investment Associate for a Consumer-focused middle market private equity firm. Heavily involved in portfolio company operations. Transaction experience including $340MM acquisition of the Borden Dairy Company through a Section 363 Sale Process.
ZZ Capital International
Finance
Private Equity Associate
6/2017 - 8/2018
Analyzed prospective investments in the healthcare, financial services and growth industrial spaces. Oversaw portfolio company performance and analytics.
Bank of America
Finance
Investment Banking Analyst
7/2015 - 6/2017
Investment Banking Analyst in the Consumer & Retail Group at Bank of America Merrill Lynch. Worked on live engagements including the IPO of J.Jill, the merger of Southern Wine and Glazer’s and Michael Kors acquisition of Michael Kors (HK) Limited.