Certifications
CFAChartered Financial Analyst
Sector Experience
Business Services
Consumer Goods
Industrials
Manufacturing
Technology
Languages
English
French
Experience
Newtrax Technologies
Finance
Chief Financial Officer
8/2018 - 9/2019
Led nine-month process that culminated in sale of Newtrax to strategic acquirer. Prepared responses to due diligence questions, negotiated share purchase agreement and facilitated ownership transition. Oversaw all aspects of accounting operations, including all activities related to receivables, payables, payroll and financial reporting. Prepared and updated budgets and forecasts.
Prospect Capital Management
Finance
Investment Professional
9/2008 - 8/2018
Sourced, analyzed, structured, closed, managed and exited debt and equity investments. Responsible for all transaction phases, including deal origination, underwriting, documentation, and exit. Closed 11 platfomr investments with principal value of $650+ million.