Fortune 500

Experience

Raymond James & Associates Finance
Vice President
11/2011 - 2/2016
Member of the firms industrial investment banking team. Responsible for business development efforts for the firms water infrastructure and technology vertical. Responsible for leading all aspects of transaction execution from initial diligence, to marketing, to negotiation and documentation
Procter & Gamble Corporate Strategy & Development
Global Strategy & Planning Manager
4/2009 - 10/2011
Served as the “Brand CFO” of P&G’s PUR filtration brand, responsible for managing short and long-term strategy
including pricing, marketing investment, innovation, strategic partnerships, and cost savings initiatives
National City Capital Markets Finance
Associate
1/2008 - 4/2009
Part of the firms Healthcare team. Responsible for transaction execution ranging from initial diligence, to marketing, to documentation and closing.
Brown-Forman Corporation Corporate Strategy & Development
Sr. Analyst - Corporate Development
5/2004 - 1/2008
Evaluated and executed strategic acquisition and divestiture opportunities for the Company.
Yum! Brands Inc. Corporate Strategy & Development
Associate Manager
5/2002 - 5/2004
Conducted a comprehensive evaluation of the company’s future strategic initiatives including strategic and financial
analysis of potential acquisitions, mergers, re-franchising, divestitures, and reorganizations