Experience

Vitality

• United States
• Medical Equipment Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2023 - Present



Keywell Metals, LLC

• United States
• Mining
• 1 - 100 Employee

• Chief Financial Officer

  • May 2022 - Aug 2023



Cognitive Capital Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Vice President

  • Apr 2019 - Jan 2023

  Greater Chicago Area Cognitive Capital Partners, LLC is a Chicago-based private equity investment firm focused on investing in companies in manufacturing and industrial sectors and business and technical services. The company specializes in majority-interest investments in companies in the lower middle-market across a wide range of industries.



Cognient Group

• United States
• Investment Banking

• Vice President

  • Mar 2012 - Apr 2019

  Responsible for the execution of a broad range of investment banking, valuation, and corporate finance advisory engagements, including ESOP advisory, fairness and solvency opinions, corporate valuations, and portfolio valuation.



Pendo Advisors, LLC

• United States
• Investment Banking
• 1 - 100 Employee

• Senior Associate

  • Sep 2009 - Mar 2012

  Greater Chicago Area Corporate finance advisory services and valuation expertise in ownership transitions, recapitalizations, mergers & acquisitions, restructuring, divestitures, strategic planning, and financial reporting



Index Futures Group

• Account Executive

  • Jul 2010 - Sep 2011

  Greater Chicago Area Advised clients on hedge funds, commodity markets, and alternative investment strategy, and assisted in launching a hedge fund platform consisting of fund-of-fund investments intended for high net-worth individuals



Duff & Phelps

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Associate

  • Mar 2007 - Jun 2009

  Investment banking and financial advisory services - focused primarily on ESOP transactions, private business valuations, board advisory, fairness and solvency opinions, and mergers and acquisitions

• Analyst

  • Jun 2004 - Mar 2007

  Investment banking and financial advisory services - focused primarily on ESOP transactions, private business valuations, board advisory, fairness and solvency opinions, and mergers and acquisitions.