Functional Skills

Business Planning
M&A Support
Financial Modeling
Financial Due Diligence

Software Skills

Microsoft Excel
Microsoft Excel Macros
Microsoft Word
Microsoft PowerPoint

Sector Experience

Business Services
Consumer Goods
Energy
Financial Services
Technology

Experience

WRB Serra Partners Finance
Partner
1/2014 - Present
Partner in private equity firm investing in sustainable real assets in Latin America and the Caribbean.
Multi-family Office Finance
Partner
6/2012 - 12/2013
Partner in family investment firm investing in technology and business services companies.
MHT Partners Finance
Managing Director
7/2001 - 5/2012
Investment banker leading capital raise and M&A transactions for high growth technology, tech-enabled service, cleantech, and consumer companies.
Donaldson, Lufkin & Jenrette Finance
Senior Analyst
8/1996 - 7/1999
Investment banker leading capital raise and M&A transactions for high growth renewable energy, utility, and infrastructure companies.