Experience

Transworld Business Advisors Boston

• United States
• Investment Banking
• 1 - 100 Employee

• Business Advisor, Owner

  • 2016 - Present

  Greater Boston Area I assist business owners in the confidential sale of their business and/or growth through franchising. Through the process, I assist entrepreneurs with finding great opportunities of business ownership by buying existing businesses or franchises. Transworld Business Advisors has assisted thousands of owners with the sale of their businesses Worldwide. Every year, 25% of businesses change ownership due to various reasons: retirement, relocation, family illness, etc. As a business advisor, I… Show more I assist business owners in the confidential sale of their business and/or growth through franchising. Through the process, I assist entrepreneurs with finding great opportunities of business ownership by buying existing businesses or franchises. Transworld Business Advisors has assisted thousands of owners with the sale of their businesses Worldwide. Every year, 25% of businesses change ownership due to various reasons: retirement, relocation, family illness, etc. As a business advisor, I provide services relating to the following: • Valuation • Business Sales & Marketing • Franchise Sales & Development • Mergers & Acquisitions • Asset Sales • Financial Assessment • Strategic Partnership Alignment • SEO & Social Media Optimization • Vendor Relations & Contract Negotiations I specialize in selling businesses. I help match good buyers with good businesses. Show less



MFS Investment Management

• United States
• Investment Management
• 700 & Above Employee

• RFP Analyst

  • Dec 2011 - 2016

  Greater Boston Area Responsible for new business development through the completion of Requests for Proposals (RFPs), Requests for Information (RFIs), and Due Diligence Questionnaires (DDQs), from existing and prospective clients.

• Global Client Analyst

  • Apr 2007 - Dec 2011

  Greater Boston Area Responsible for the operational set up of new client accounts and transitions, custody conversions, and terminations. In addition, maintained and updated procedures and processes.



Brown Brothers Harriman

• United States
• Financial Services
• 700 & Above Employee

• Client Service - custody

  • Jun 2005 - Apr 2007

  Greater Boston Area Primary contact for custody client providing timely and accurate resolutions for inquiries ensuring exceptional levels of client service.