Experience

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  Button Bay Economics

  • Partner

    • Mar 2022 - Present

• 

  SAC Incorporated

  • Burlington, Vermont Area

  • Chief Financial Officer

    • Jan 2016 - Mar 2022
    • Burlington, Vermont Area

• 

  Worth Mountain Consulting

  • Co-Founder

    • Jan 2009 - Dec 2015

    Worth Mountain Consulting provides experienced professionals, individually and as a team, on an hourly, daily or retainer basis to help owners/senior management of middle market businesses, as well as boards and staff of non-profits lift their organizations to the next level of financial success and performance. Working as an integrated team, we bring operational, financial and analytical skills from management consulting and financial advisory to support decision-making, restructuring and strategic planning. We offer internal and external corporate communication consulting drawn from our experience in energy, public policy, non-profit governance, corporate management and higher education.

• 

  Worth Mountian Capital Partners

  • Partner

    • Jan 2005 - Dec 2009

    Worth Mountain Capital Partners manages private equity investments made by Worth Mountain Capital Holdings

• 

  The Food Partners

  • Co-Founder

    • Jan 2000 - Dec 2004

    The Food Partners is a boutique investment bank specializing in the grocery retail and distribution industries

• 

  KPMG

  • Managing Director

    • Mar 1995 - Dec 1999

    Principal within Retail Ventures focused on M&A and capital advisory within the grocery distribution and retail segments

• 

  National Cooperative Bank

  • Vice President

    • Sep 1990 - Feb 1995

    Lender within NCB development Corp. Financial advisory within Cooperative Funding Corporation

• 

  Swiss Bank Corporation

  • Assistant Vice President

    • Jun 1985 - Dec 1989

    Completed rotation through Basel, Zurich and London offices before going through Credit Training in NY and the joining Specialty investment group lending to and investing in LBO funds/managers in the US