Experience

Cleer Tax & Bookkeeping

• Co-Founder

  • Jul 2017 - Present

  Remote Cleer provides accurate, affordable, and efficient bookkeeping and tax services for US businesses and subsidiaries to help entrepreneurs do it right from the start.



Greenback Tax Services

• United States
• Accounting
• 1 - 100 Employee

• Co-Founder

  • Jan 2009 - Present

  Greenback Tax Services provides US expats with professional tax preparation services at a fair price. We have a number of accountants and CPA’s working with the company who process our customer’s tax returns promptly and accurately. You can find us at www.GreenbackTaxServices.com.



Bank of Scotland

• United Kingdom
• Banking
• 700 & Above Employee

• Associate Director

  • Aug 2005 - Sep 2009

  Work in the Debt Capital Markets team structuring and syndicating corporate and leveraged loans. I have worked on 100’s of deals across a range of sectors (retail, oil and gas, home builders, publishing etc) and quantum's ranging from £60m to £1,500m. I have had up to 5 analysts and senior analysts as direct reports and have managed a number of teams through transactions i.e. through the process of writing Information Memorandums, Management Presentations, Investor Q&A etc.



UFJI

• Investment Banking
• 1 - 100 Employee

• Credit Analyst

  • Dec 2004 - Aug 2005

  I performed all due diligence and business analysis required to make credit assessment on new LBO/MBO syndicated loans. This included building and interpreting financial models to project cash-flow and financial stability. I would then present the credit applications to the credit committee for approval. In addition, I would perform credit reviews and amendments for existing credits.



JPMorgan Chase

• United States
• Investment Management

• Analyst

  • Sep 1997 - Jul 2002

  I held a number of positions starting on the retail banking side of the business managing a portfolio of small business customers and working up to a relationship management position within the Middle Market Banking group.