Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Consumer Goods
Retail
Technology
Telecom
Languages
English
Big 4 Accounting
Top Consulting Firms
Experience
Quantum Wireless
Start-Up
CFO
11/2016 - Present
Assisted company with raising private equity and joined as part-time CFO and head of investor relations.
AKL Consulting
Other
President
6/2003 - Present
Provide various outsourced investment banking transaction support services, private equity valuation services and other financial consulting services to early-stage and lower middle market companies. Act as outsourced transaction resource for various boutique investment banking firms.
Stephens Inc.
Finance
Vice President
1/2001 - 4/2003
Vice President in Consumer Group (retail, restaurants and consumer products)
eAttorney
Start-Up
VP Finance
4/2000 - 1/2001
Served as liasion with venture capital group. Implemented budgeting processes, forecasting and managed a finance team.
Wachovia Securities
Finance
Assistant Vice President
1/1998 - 4/2000
Assistant Vice President in Technology & Business Services group
Ernst & Young (EY)
Finance
Senior Consultant
6/1997 - 1/1998
Senior Consultant in Transaction Advisory Services group. Focused on mining audit client base for advisory deal work opportunities.
J.C. Bradford & Co.
Finance
Financial Analyst
6/1994 - 6/1997
Two year financial analyst position. Served as a generalist (both product and industry) and asked to remain for a third year.