Functional Skills

Financial Modeling
Business Analysis
Commercial Due Diligence
Competitive Landscaping
E-commerce Implementation
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Market Research
Medical Affairs
Operations Management
Private Equity Investing
Project Management
Secondary Research
Strategic Planning
Valuation

Software Skills

Capital IQ
Microsoft Excel

Sector Experience

Consumer Goods
Financial Services
Healthcare
Life Sciences & Pharma
Technology

Languages

English

Notable Clients

gojo

Experience

Littlebanc Advisors, LLC Finance
Managing Director
12/2011 - 4/2014
Littlebanc is a bespoke private equity firm. Responsibilities include deal sourcing, evaluation and due diligence, transaction structuring and documentation (pitch books, teasers, CIMs, PPMs), and portfolio monitoring. Oversaw and guided marketing efforts to cultivate deal flow.
Ladenburg Thalmann Finance
Sr. VP, Equity Research
8/2007 - 9/2010
Spearheaded research initiative to cover Florida-based companies. Authored numerous Initiation and Update reports on Florida companies across multiple sectors including biotechnology, medical devices, retail, industrials, and information technology. Interacted regularly with portfolio managers of major institutional investment firms to cultivate client relationships.
Reefbreak Asset Management Finance
Portfolio Manager, IT
12/2005 - 11/2006
• Identified, researched, and analyzed equity investment opportunities primarily in the enterprise software, online commerce, and consumer electronics sectors.
• Developed and maintained earnings/valuation models and analyzed ongoing financial performance of portfolio companies in information technology and tangential sectors.
Avalon Research Group Finance
Managing Director, Equity Research
6/2000 - 8/2005
• Identified, researched, and analyzed equity investment opportunities in multiple sectors with a core focus on electronic commerce, enterprise software, and consumer electronics. Authored numerous successful recommendations instrumental in establishing Avalon’s reputation for excellent technology equity research and growing sales of its IT research products.
• Interacted daily with portfolio managers and research directors of major institutional investment firms
TKT, Inc. Corporate Strategy & Development
Manager, Competitive Intelligence
7/1992 - 8/1998
Responsible for researching, compiling, and presenting competitive intelligence to C-level management for use in business development and strategic planning activities.