Functional Skills
Business Planning
M&A Support
Financial Modeling
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Software Skills
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Certifications
Series 63
Series 79
Sector Experience
Chemicals
Energy
Industrials
Manufacturing
Transportation & Logistics
Bulge Bracket Investment Banks
Experience
Catalina Advisors
Finance
Founder
3/2020 - Present
I am the founder and owner of Catalina Advisors, a financial consulting and advisory firm focused on the middle market and small businesses
Inflight Capital Partners
Finance
Partner
7/2021 - Present
Partner handling investment activities for Inflight Capital Partners, a private equity independent sponsor based in Texas.
JPMorgan Chase & Co
Finance
Executive Director
7/2017 - 2/2020
Banker responsible for middle market transactions.
Cadence Bank
Finance
Vice President
6/2011 - 7/2017
Banker handling sponsor-backed transaction structuring and underwriting