Experience

The Martin Firm

• Law Practice
• 1 - 100 Employee

• Finance/Operations Manager

  • Oct 2014 - Mar 2020

  Atlanta, Georgia, United States Raised $18 Mil in private capital for firm clients and led diligence process encompassing $30 Mil in small business acquisition/divestiture activity. Prepared financial budget for firm an corporate clients averaging 10% annual cost reductions. Completed financial statement preparation for firm and corporate clients. Conducted research and authored presentations for public and private audiences.



Paradigm-Shift Consulting

• Congo, The Democratic Republic of the
• Business Consulting and Services

• Principal

  • Jun 2008 - Sep 2014

  Atlanta, Georgia, United States Authored PPM for a hedge fund resulting in $27 Mil equity raise to acquire and redevelop a $100 Mil mixed use commercial/residential project. Responsible for creating PPM for physician-focused internet bank receiving $2 Mil of seed financing resulting in a 4 to 1 oversubscription ratio. Functioned as "outsourced analyst" for private equity firms and hedge funds.



AID Atlanta

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Interim Chief Financial Officer

  • Jan 2007 - Dec 2007

  Atlanta, Georgia, United States Lead finance function for Southeast's largest, non-profit Aids advocacy organization. Successfully renewed $6 Mil line of credit. Completed financial statement and budget preparation for firm. Conducted Board level presentations. Served as liaison to Board of Directors Audit Committee.

• Principal

  • Sep 2003 - Dec 2006

  Atlanta, Georgia, United States Secured commitment for $2 Mil from US EXIM Bank in seed debt financing for air cargo start up firm. Authored business plans and investor presentations. Led road show presentations.



City of Atlanta

• United States
• Government Administration
• 700 & Above Employee

• Special Assistant to the Mayor

  • 2002 - 2003

  Atlanta, GA Change agent for the first African-American Female Mayor of a major metropolitan US City. Represented the Mayor and the City of Atlanta’s interest in meetings with foreign heads of state and foreign economic development/trade entities. Analyzed, summarized and formulated recommendations for approximately $300 Mil in City of Atlanta contracts. Led small team in analyzing, summarizing and formulating recommendations for the restructuring/reorganization of the City of Atlanta’s Solid Waste… Show more Change agent for the first African-American Female Mayor of a major metropolitan US City. Represented the Mayor and the City of Atlanta’s interest in meetings with foreign heads of state and foreign economic development/trade entities. Analyzed, summarized and formulated recommendations for approximately $300 Mil in City of Atlanta contracts. Led small team in analyzing, summarizing and formulating recommendations for the restructuring/reorganization of the City of Atlanta’s Solid Waste Department. Engaged in public speaking assignments on behalf of and in lieu of the Mayor.

• Special Assistant to COO

  • Sep 2001 - Jan 2002



Finanzadirecto

• Accounting

• Co-Founder, Vice President - Finance & Development

  • 2000 - 2001

  Atlanta, GA Developed budgets and financial projections for start-up, Hispanic focused, internet based financial services firm. Identified and qualified potential investors for series A funding round. Created and participated in road show presentations. Conducted complex financial modeling.



Morgan Keegan & Co Inc

• Associate Vice President - Investment Banking - Corporate Finance

  • 1999 - 2000

  Memphis, TN Completed over 45 transactions valued at $2 Bil - including M&A deals, IPOs and follow on offerings, public/private debt placements. Managed pool of 10 associates and analysts. Led road show presentations. Drafted internal/external documents, marketing materials and sales memorandums. Worked with management teams, attorneys, investors and other senior professionals on a day-to-day basis.

• Associate - Investment Banking - Corporate Finance

  • 1997 - 1999

  Public and private capital raises (equity and debt). Strategic alternative evaluation ( mergers, acquisitions and divestitures). Model generation. Pitch book creation and presentation.


Interstate/Johnson Lane, Inc.
• Investment Banking Summer Analyst

  • May 1996 - Aug 1996


MST International, Inc.

• United States

• Senior Project Manager

  • 1995 - Apr 1996

• Development Specialist

  • 1994 - 1995

• Financial Analyst

  • 1993 - 1994



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Loan Officer

  • 1992 - 1993

  Loan origination and administration. Credit and collateral analysis. Loan portfolio maintenance and monitoring. Client relationship management. Business development. Public speaking.

• Management Associate

  • 1991 - 1992