Experience

FarmTogether

• United States
• Investment Management
• 1 - 100 Employee

• Chief Executive Officer

  • Aug 2022 - Present

  Charlotte, North Carolina, United States

• Chief Financial Officer

  • Jun 2022 - Jul 2022

  Charlotte, North Carolina, United States



Financial Independence Group

• United States
• Insurance
• 100 - 200 Employee

• Chief Financial Officer

  • Mar 2020 - May 2022

  Charlotte, North Carolina, United States



Nuveen, a TIAA company

• United States
• Financial Services
• 700 & Above Employee

• VP, FP&A Director - International Advisory Services

  • Jan 2018 - Mar 2020

  Charlotte, North Carolina Area Finance Director leading all financial planning, forecasting, and analysis for the International Advisory Services team. Focus on partnering with leadership across the organization to provide comprehensive financial reporting and analysis of Nuveen’s International businesses in the APAC, EMEA, and Americas regions. Provide decision support and financial modeling for business case reviews of strategic expansion initiatives that are key priorities for the organization.

• VP, FP&A Director - Global Alternative Assets

  • Aug 2014 - Dec 2017

  Charlotte, North Carolina Led all financial planning, forecasting and analysis for the Global Real Asset and Private Markets businesses that includes 6 investment affiliates managing multiple asset classes including Timber, Farmland, Energy, Infrastructure, Private Equity and Debt, and sustainable resource investments. Developed and standardized the management reporting and FP&A functions, partnering with leadership to evaluate and execute on strategic planning, affiliate initiatives and inorganic opportunities across… Show more Led all financial planning, forecasting and analysis for the Global Real Asset and Private Markets businesses that includes 6 investment affiliates managing multiple asset classes including Timber, Farmland, Energy, Infrastructure, Private Equity and Debt, and sustainable resource investments. Developed and standardized the management reporting and FP&A functions, partnering with leadership to evaluate and execute on strategic planning, affiliate initiatives and inorganic opportunities across our global platforms.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Consultant - Strategy & Operations

  • Oct 2012 - Sep 2014

  Charlotte, North Carolina Area Senior Consultant in the Finance practice focusing on the financial services industry, primarily asset management firms and global diversified banks. I consulted on projects for Fortune 500 clients that assisted Finance executives with assessing their strategy and vision, and helped design and implement change to their finance organization, processes, and systems to improve the overall value of finance. My focus was on improving finance organization’s decision making and business consultative… Show more Senior Consultant in the Finance practice focusing on the financial services industry, primarily asset management firms and global diversified banks. I consulted on projects for Fortune 500 clients that assisted Finance executives with assessing their strategy and vision, and helped design and implement change to their finance organization, processes, and systems to improve the overall value of finance. My focus was on improving finance organization’s decision making and business consultative processes, which includes improving budgeting, strategic planning and forecasting, decision support, and financial analytic capabilities. Show less



Bank of America Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• Finance Manager

  • Sep 2004 - Oct 2012

  Charlotte, North Carolina Area FP&A and consolidated management reporting groups supporting key business partners in multiple lines of businesses including Asset Management, Global Commercial and Investment Bank, Corporate Treasury, and the Consumer Bank. Progressive work experience beginning as an analyst and promoting up to manager, focusing on business partnering and decision support analytics.



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Corporate Finance Analyst

  • Aug 2001 - Aug 2004

  Columbus, OH, Phoenix, AZ & Chicago, IL