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Credentials

  • Series 63
    Financial Industry Regulatory Authority (FINRA)
  • Series 79
    Financial Industry Regulatory Authority (FINRA)

Experience

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Director Of Development
      • May 2022 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • 2020 - 2021
    • United States
    • Investment Banking
    • 700 & Above Employee
    • Investment Banking Associate
      • 2016 - 2019

      Consumer, Food & Beverage and Retail Sectors Consumer, Food & Beverage and Retail Sectors

    • Investment Banking Summer Associate
      • Jun 2015 - Aug 2015
    • United States
    • Investment Banking
    • 1 - 100 Employee
    • Investment Banking Analyst
      • 2013 - 2014

      With a track record that spans almost 20 years, Amherst Partners is one of the Midwest's most reputable boutique investment banking, corporate restructuring and management advisory firms, with locations in Birmingham (MI) and Chicago. Among its core services, Amherst provides middle-market companies with significant financial advisory expertise for business divestitures, acquisitions and corporate finance transactions. Our professionals share a commitment to developing a "trusted advisor"… Show more With a track record that spans almost 20 years, Amherst Partners is one of the Midwest's most reputable boutique investment banking, corporate restructuring and management advisory firms, with locations in Birmingham (MI) and Chicago. Among its core services, Amherst provides middle-market companies with significant financial advisory expertise for business divestitures, acquisitions and corporate finance transactions. Our professionals share a commitment to developing a "trusted advisor" relationship with our clients and referral partners, and have amassed an extraordinary track record of success, with over 400 domestic and cross-border transactions exceeding $12 billion in total transaction value. Show less With a track record that spans almost 20 years, Amherst Partners is one of the Midwest's most reputable boutique investment banking, corporate restructuring and management advisory firms, with locations in Birmingham (MI) and Chicago. Among its core services, Amherst provides middle-market companies with significant financial advisory expertise for business divestitures, acquisitions and corporate finance transactions. Our professionals share a commitment to developing a "trusted advisor"… Show more With a track record that spans almost 20 years, Amherst Partners is one of the Midwest's most reputable boutique investment banking, corporate restructuring and management advisory firms, with locations in Birmingham (MI) and Chicago. Among its core services, Amherst provides middle-market companies with significant financial advisory expertise for business divestitures, acquisitions and corporate finance transactions. Our professionals share a commitment to developing a "trusted advisor" relationship with our clients and referral partners, and have amassed an extraordinary track record of success, with over 400 domestic and cross-border transactions exceeding $12 billion in total transaction value. Show less

    • United States
    • Printing Services
    • 1 - 100 Employee
    • Business Development
      • 2012 - 2013

      Responsible for business and product development for Allied, and also seeking out businesses and organizations that could benefit from Popology, a product offering from Allied. I helped companies implement systems to increase their efficiency and decrease costs associated with their marketing and communication process. Some issues that companies brought to me were concerns with their marketing becoming fragmented, closets filled with outdated or ineffective marketing materials, their quality… Show more Responsible for business and product development for Allied, and also seeking out businesses and organizations that could benefit from Popology, a product offering from Allied. I helped companies implement systems to increase their efficiency and decrease costs associated with their marketing and communication process. Some issues that companies brought to me were concerns with their marketing becoming fragmented, closets filled with outdated or ineffective marketing materials, their quality and brand image becoming hard to control, or even pre-sale qualification and post sale satisfaction problems. Popology allows you to more effectively reach your customers by enabling targeted electronic and print communications. The web-based portal can be used for brand, collateral and inventory management, as well as to facilitate both simple and complex campaigns and projects across multiple channels. Show less Responsible for business and product development for Allied, and also seeking out businesses and organizations that could benefit from Popology, a product offering from Allied. I helped companies implement systems to increase their efficiency and decrease costs associated with their marketing and communication process. Some issues that companies brought to me were concerns with their marketing becoming fragmented, closets filled with outdated or ineffective marketing materials, their quality… Show more Responsible for business and product development for Allied, and also seeking out businesses and organizations that could benefit from Popology, a product offering from Allied. I helped companies implement systems to increase their efficiency and decrease costs associated with their marketing and communication process. Some issues that companies brought to me were concerns with their marketing becoming fragmented, closets filled with outdated or ineffective marketing materials, their quality and brand image becoming hard to control, or even pre-sale qualification and post sale satisfaction problems. Popology allows you to more effectively reach your customers by enabling targeted electronic and print communications. The web-based portal can be used for brand, collateral and inventory management, as well as to facilitate both simple and complex campaigns and projects across multiple channels. Show less

    • United States
    • Business Supplies & Equipment
    • Regional Manager
      • 2011 - 2012

      Olympia Media Group operates The Odyssey, a weekly newspaper written, published, and read by fraternity and sorority members at colleges through the country. I managed the on-campus teams at seven different universities, who worked to build The Odyssey brand on campus and help local businesses make their brands more visible and prominent amongst the Greek community through means of advertising. I managed, coached and trained 60+ employees, and oversaw $300,000+ in revenues within my region. Was… Show more Olympia Media Group operates The Odyssey, a weekly newspaper written, published, and read by fraternity and sorority members at colleges through the country. I managed the on-campus teams at seven different universities, who worked to build The Odyssey brand on campus and help local businesses make their brands more visible and prominent amongst the Greek community through means of advertising. I managed, coached and trained 60+ employees, and oversaw $300,000+ in revenues within my region. Was a member of the Corporate Executive Team, whose role it was to make pertinent day-to-day decisions regarding operations and strategic direction of the entire company. Show less Olympia Media Group operates The Odyssey, a weekly newspaper written, published, and read by fraternity and sorority members at colleges through the country. I managed the on-campus teams at seven different universities, who worked to build The Odyssey brand on campus and help local businesses make their brands more visible and prominent amongst the Greek community through means of advertising. I managed, coached and trained 60+ employees, and oversaw $300,000+ in revenues within my region. Was… Show more Olympia Media Group operates The Odyssey, a weekly newspaper written, published, and read by fraternity and sorority members at colleges through the country. I managed the on-campus teams at seven different universities, who worked to build The Odyssey brand on campus and help local businesses make their brands more visible and prominent amongst the Greek community through means of advertising. I managed, coached and trained 60+ employees, and oversaw $300,000+ in revenues within my region. Was a member of the Corporate Executive Team, whose role it was to make pertinent day-to-day decisions regarding operations and strategic direction of the entire company. Show less

Education

  • University of Notre Dame - Mendoza College of Business
    Master of Business Administration (M.B.A.), Corporate Finance
    2014 - 2016
  • Indiana University Bloomington
    Management
    2006 - 2010
  • Brother Rice High School
    2003 - 2006

Community

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