Controller

• Aug 2021 - Present

Director Of Finance And Accounting

• Dec 2020 - Jul 2021

Director of Finance

• May 2019 - Nov 2020

Chief Financial Officer

• May 2018 - May 2019

Director of Valuation and Analytics

• Aug 2015 - May 2018

Provide valuation and advisory services to Consumer Discretionary, Technology, Life Science and IP-centric companies, venture capitalists and private equity. Manage buy-side and sell-side engagements for licensing, financing, mergers & acquisitions, tax, and financial reporting. Employ business intelligence and predictive analysis in combination with historical data to inform the business decisions of investors. Areas of Expertise: Predictive Analytics & Business Intelligence ▪… Show more Provide valuation and advisory services to Consumer Discretionary, Technology, Life Science and IP-centric companies, venture capitalists and private equity. Manage buy-side and sell-side engagements for licensing, financing, mergers & acquisitions, tax, and financial reporting. Employ business intelligence and predictive analysis in combination with historical data to inform the business decisions of investors. Areas of Expertise: Predictive Analytics & Business Intelligence ▪ Financial Modeling ▪ Valuation ▪ Forecasting ▪ Finance ▪ Alternative Investments ▪ Due Diligence ▪ Portfolio Management ▪ Intellectual Property Allied Business Group’s Specialties Include: Investment Advisory ▪ Mergers & Acquisitions ▪ Venture Capital ▪ Financial Services ▪ Consumer Discretionary Companies ▪ Food and Beverage Industry ▪ Business Intelligence ▪ Predictive Analytics Show less Provide valuation and advisory services to Consumer Discretionary, Technology, Life Science and IP-centric companies, venture capitalists and private equity. Manage buy-side and sell-side engagements for licensing, financing, mergers & acquisitions, tax, and financial reporting. Employ business intelligence and predictive analysis in combination with historical data to inform the business decisions of investors. Areas of Expertise: Predictive Analytics & Business Intelligence ▪… Show more Provide valuation and advisory services to Consumer Discretionary, Technology, Life Science and IP-centric companies, venture capitalists and private equity. Manage buy-side and sell-side engagements for licensing, financing, mergers & acquisitions, tax, and financial reporting. Employ business intelligence and predictive analysis in combination with historical data to inform the business decisions of investors. Areas of Expertise: Predictive Analytics & Business Intelligence ▪ Financial Modeling ▪ Valuation ▪ Forecasting ▪ Finance ▪ Alternative Investments ▪ Due Diligence ▪ Portfolio Management ▪ Intellectual Property Allied Business Group’s Specialties Include: Investment Advisory ▪ Mergers & Acquisitions ▪ Venture Capital ▪ Financial Services ▪ Consumer Discretionary Companies ▪ Food and Beverage Industry ▪ Business Intelligence ▪ Predictive Analytics Show less

Director

• Jan 2013 - Aug 2015

Provide valuation and advisory services to Consumer Discretionary, Technology, and IP-centric companies. Manage buy-side and sell-side engagements for licensing, financing, mergers & acquisitions, tax, and financial reporting. Employ business intelligence and predictive analysis in combination with historical data to inform the business decisions of investors. Sample Engagements: ▪ Modeled a business plan for a private company enabling company to raise $10M in capital. ▪ Modeled… Show more Provide valuation and advisory services to Consumer Discretionary, Technology, and IP-centric companies. Manage buy-side and sell-side engagements for licensing, financing, mergers & acquisitions, tax, and financial reporting. Employ business intelligence and predictive analysis in combination with historical data to inform the business decisions of investors. Sample Engagements: ▪ Modeled a business plan for a private company enabling company to raise $10M in capital. ▪ Modeled out cash flows based on two scenarios (general partnership vs. limited partnership) for an athletic team to present to potential investors. ▪ Created a five-year cash flow forecast based on historical data for a gaming company allowing company to reduce debt servicing costs and develop an effective borrowing strategy. Areas of Expertise: Predictive Analytics & Business Intelligence ▪ Financial Modeling ▪ Valuation ▪ Forecasting ▪ Finance ▪ Alternative Investments ▪ Due Diligence ▪ Portfolio Management ▪ Intellectual Property BPM’s Specialties Include: Investment Advisory ▪ Mergers & Acquisitions ▪ Venture Capital ▪ Financial Services ▪ Consumer Discretionary Companies ▪ Food and Beverage Industry ▪ Business Intelligence Show less Provide valuation and advisory services to Consumer Discretionary, Technology, and IP-centric companies. Manage buy-side and sell-side engagements for licensing, financing, mergers & acquisitions, tax, and financial reporting. Employ business intelligence and predictive analysis in combination with historical data to inform the business decisions of investors. Sample Engagements: ▪ Modeled a business plan for a private company enabling company to raise $10M in capital. ▪ Modeled… Show more Provide valuation and advisory services to Consumer Discretionary, Technology, and IP-centric companies. Manage buy-side and sell-side engagements for licensing, financing, mergers & acquisitions, tax, and financial reporting. Employ business intelligence and predictive analysis in combination with historical data to inform the business decisions of investors. Sample Engagements: ▪ Modeled a business plan for a private company enabling company to raise $10M in capital. ▪ Modeled out cash flows based on two scenarios (general partnership vs. limited partnership) for an athletic team to present to potential investors. ▪ Created a five-year cash flow forecast based on historical data for a gaming company allowing company to reduce debt servicing costs and develop an effective borrowing strategy. Areas of Expertise: Predictive Analytics & Business Intelligence ▪ Financial Modeling ▪ Valuation ▪ Forecasting ▪ Finance ▪ Alternative Investments ▪ Due Diligence ▪ Portfolio Management ▪ Intellectual Property BPM’s Specialties Include: Investment Advisory ▪ Mergers & Acquisitions ▪ Venture Capital ▪ Financial Services ▪ Consumer Discretionary Companies ▪ Food and Beverage Industry ▪ Business Intelligence Show less

Chief Financial Officer

• Apr 2011 - Oct 2012

· Oversee all aspects of the company's financial activities and day-to-day operations · Implement new process systems to increase overall organizational efficiency · Lead relationship management activities for current and prospective customers · Oversee all aspects of the company's financial activities and day-to-day operations · Implement new process systems to increase overall organizational efficiency · Lead relationship management activities for current and prospective customers

Portfolio Manager

• Aug 2004 - Mar 2011

· Serve as lead fundamental analyst and exclusive quantitative analyst for the firm's Small Cap Growth portfolio · Perform fundamental and quantitative analyses for the firm's Large Cap Growth portfolio · Serve as lead fundamental analyst and exclusive quantitative analyst for the firm's Small Cap Growth portfolio · Perform fundamental and quantitative analyses for the firm's Large Cap Growth portfolio