Functional Skills
Financial Modeling
Experience
Victor Capital Partners
Finance
Vice President
1/2016 - Present
Transaction execution, portfolio oversight, financial modeling and due diligence, market research, third party oversight
AFI Partners
Finance
Senior Associate
7/2015 - 12/2015
Project-based transaction support for a middle market private equity sponsor.
Bregal Partners
Finance
Associate
4/2012 - 11/2013
Due diligence, modeling, market research, firm building (first non-founder employee to join the firm)
Audax Group
Finance
Analyst
5/2009 - 4/2012
Due diligence, modeling, market research, portfolio reporting, portfolio initiative management (managed integrations, etc. onsite at portfolio companies)
Barclays Investment Banks
Finance
Trading, Summer intern
5/2008 - 8/2008
Researched public filings to asses counterparty credit risk for the Distressed Debt Group, among other responsibilities