Bulge Bracket Investment Banks
Fortune 500

Experience

CCA Financial Finance
VP Credit
12/2014 - Present
I serve as the chief credit officer of a privately-held specialty finance firm that invests $100 million annually of alternative debt to provide growth capital and liquidity to businesses ranging in size from start-ups to Fortune 100 companies.
Edgeview Partners / Piper Jaffray Finance
Senior Associate
7/2012 - 11/2014
As a senior associate I quarterbacked the sell-side M&A process for our private equity clients selling their portfolio companies. Duties included intensive valuation and modeling work, due diligence, contract negotiations, forecasting and strategy, and preparation of marketing materials.
Wells Fargo Finance
Associate
6/2011 - 7/2012
Advised companies in restructuring, capital raising and mergers and acquisitions. Managed a team of four analysts and was responsible for significant valuation / modeling work, including merger models, LBO's, as well as acquisition finance models.
Credit Suisse Finance
Summer Associate
6/2010 - 8/2010
Worked on the initial public offering of Molycorp, a miner of rare earth oxides. Worked on Allegheny Technologies' $775 million acquisition of Ladish, a supplier of highly-specialized metal parts to the aerospace and defense industry.
Davis Wright Tremaine Other
Associate
6/2006 - 6/2008
I worked as a corporate finance attorney with a focus on mergers and acquisitions.