Experience

FP Transitions

• United States
• Financial Services
• 1 - 100 Employee

• Director of Valuations

  • Feb 2023 - Present

  Portland, Oregon Metropolitan Area

• Senior Business Appraiser

  • Jan 2022 - Feb 2023

  Portland, Oregon Metropolitan Area



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Assistant Vice President, Finance

  • Jul 2021 - Nov 2021

  Charlotte Metro LPL Financial. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• Senior Analyst, Finance

  • Apr 2020 - Jul 2021

  Charlotte Metro



FP Transitions

• United States
• Financial Services
• 1 - 100 Employee

• Business Appraiser

  • Feb 2015 - Mar 2020

  Portland, Oregon Area Business Appraiser (January 2019 - March 2020) • Estimate value of businesses • Provide financial analysis for mergers and acquisitions • Contribute to FP Transitions publications and market research • Create custom valuation and deal structure models • Assisted in the completion of approximately 400 valuation reports to date Valuation Analyst (October 2017 - January 2019) • Review, analyze, compare, and adjust financial statements • Modeled deal structures for M&A… Show more Business Appraiser (January 2019 - March 2020) • Estimate value of businesses • Provide financial analysis for mergers and acquisitions • Contribute to FP Transitions publications and market research • Create custom valuation and deal structure models • Assisted in the completion of approximately 400 valuation reports to date Valuation Analyst (October 2017 - January 2019) • Review, analyze, compare, and adjust financial statements • Modeled deal structures for M&A activities • Consulted business owners concerning market trends, industry benchmarking, and value drivers within financial advisory practices. Transaction Consultant (May 2016 - October 2017) • Manage transactions between buyers and sellers of financial service practices • Coordinate financing with third party lenders • Coach buyers and sellers on tax considerations, third party financing, and business transfer • Provide basic deal structure modeling for buyers and sellers • Served as the lead consultant on 20 deals totaling over $7,000,00 in value Transaction Coordinator (June 2015 - May 2016) • Support and coordinate transactions for Transaction Consultants • Prepare purchase and sale contracts for Comprehensive Transaction Support and Listings services • Track and support third party financing for client projects • Facilitate FP Transitions' open market listing system Client Services Coordinator (February 2015 - June 2015) • Manage CRM database • Develop client relationships • Coordinate clients to the proper servicing department • Tasked with multi-departmental projects Show less