Functional Skills

Financial Modeling
Bulge Bracket Investment Banks
Fortune 500

Experience

Ridge Advisors LLC Management Consulting
Independent Consultant
8/2017 - Present
Independent business consultant providing a broad range of corporate finance services to companies in all sectors
Morgan Stanley Other
Financial Advisor
8/2014 - 8/2017
Member of a 6-person wealth management team
FBR Capital Markets Finance
Senior Vice President
3/2013 - 8/2014
Senior Vice President in the Energy Group primarily covering upstream oil and gas and oilfield service companies
C+Co/PrinceRidge Finance
Executive Director
3/2012 - 3/2013
Executive Director in the Energy Group primarily covering upstream oil and gas companies
UBS Finance
Director
5/2005 - 3/2012
Associate Director and Director in the Power and Utilities Group in New York and Director in the Energy Group in Houston
Dresdner Kleinwort Wasserstein Finance
Associate
7/2004 - 5/2005
Associate in the Media and Telecom Group