Experience

SaniGLAZE

• United States
• Facilities Services
• 1 - 100 Employee

• Senior VP, Chief Financial Officer

  • May 2022 - Present

• VP, Marketing & Operations

  • Mar 2016 - Jun 2022



Sheldrick, McGehee & Kohler, LLC

• Valuation Analyst

  • Apr 2008 - Feb 2016

  Valuation of closely held or limited market interests for purposes associated with estate taxes, gifts of stock or equity interests, buy-sell agreements, actual sales transactions, Employee Stock Ownership Plans (ESOPs), corporation tax basis conversions, and related matters. Economic and industry-specific research analysis. Valuation of closely held or limited market interests for purposes associated with estate taxes, gifts of stock or equity interests, buy-sell agreements, actual sales transactions, Employee Stock Ownership Plans (ESOPs), corporation tax basis conversions, and related matters. Economic and industry-specific research analysis.



FCC Equipment Finance (now Cat Finance)

• Credit Analyst

  • Apr 2007 - Apr 2008

  As a credit analyst with FCC Equipment Finance, Inc. (now Cat Finance) I analyzed financial statements and corporate documents for transactions ranging in size from $25,000 to $10.0 million, and approved financing for transactions up to $250,000.

• New Business Representative

  • May 2003 - Apr 2007

  Prepared and documented transactions ranging in size from $250,000 to $10,000,000.