Experience

Self-Employed

• United States
• Financial Services
• 400 - 500 Employee

• Financial and Strategic Consultant

  • Jan 2013 - Present

  Optimizing businesses through analytics and leadership development on the path to sale-preparation. Sole advisor to Atlantic Central Logistics on its sale to XPO Logistics in 2014. Developed and led highly profitable operating division with Melanie Lopez and Yolanda Lopez for ACL/XPO from 2013 to 2015. Optimized business processes for Salson Logistics and Naniq Logistics in 2016 and 2017. Financial consultant for Interactive Health in 2018; reshaped budgeting and forecasting processes and implemented new KPI programs Show less



Studs

• United States
• Retail
• 1 - 100 Employee

• Finance

  • Feb 2021 - Dec 2021



Four M Investments

• Greater New York City Area

• Managing Director

  • Aug 2018 - May 2020



Accordion

• United States
• Business Consulting and Services
• 300 - 400 Employee

• Vice President

  • Apr 2017 - May 2018

  Accordion Partners is a financial consulting firm focused on executing value creation initiatives for private equity firms at their portfolio companies, particularly within Strategic Finance, Operational Accounting and Performance Improvement Services, in order to facilitate strategic decision - making within the Office of the CFO and across the executive suite Accordion Partners is a financial consulting firm focused on executing value creation initiatives for private equity firms at their portfolio companies, particularly within Strategic Finance, Operational Accounting and Performance Improvement Services, in order to facilitate strategic decision - making within the Office of the CFO and across the executive suite



Allegiance Capital Corporation

• United States
• Banking
• 1 - 100 Employee

• Vice President

  • Oct 2009 - Sep 2013

  Worked directly with Head of New York office to provide advisory services to Middle Market Companies. Advised on the majority recapitalization of Glunt Industries http://allcapcorp.com/media-room/press-release/allegiance-capital-corporation-facilitates-majority-recapitalization-glunt-industries/ Worked directly with Head of New York office to provide advisory services to Middle Market Companies. Advised on the majority recapitalization of Glunt Industries http://allcapcorp.com/media-room/press-release/allegiance-capital-corporation-facilitates-majority-recapitalization-glunt-industries/



Jefferies

• United States
• Investment Banking
• 700 & Above Employee

• Associate

  • 2005 - 2009

  Analyst, promoted to Associate, General Industrial Group, worked on numerous transactions, including sell-side M&A, buy-side M&A, equity offerings and debt offerings. Analyst, promoted to Associate, General Industrial Group, worked on numerous transactions, including sell-side M&A, buy-side M&A, equity offerings and debt offerings.