Functional Skills
Business Unit Strategy
Business Planning
M&A Support
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Software Skills
Adobe Premier Pro
Microsoft PowerPoint
Microsoft Office
Microsoft Excel
Microsoft Word
Quickbooks
Certifications
Series 24
Series 27
Series 63
Series 7
Series 79
Sector Experience
Business Services
Energy
Manufacturing
Technology
Transportation & Logistics
Experience
Rockland Securities, LLC
Corporate Strategy & Development
Managing Member
3/2003 - Present
President and senior member of management team. Manage in capital raising deals and sell side assignments.
Dresdner Kleinwort Wasserstein
Accounting
First Vice President
6/1990 - 4/2001
Managed the Leveraged Finance Lending Group in NYC. Managed Dresdner's return to Real estate Lending Business and started the Public Finance Lending Business.