Experience

COM Investments
• Investment Management
• 1 - 100 Employee
• Senior Portfolio Manager

  • Aug 2019 - Present


Wave Broadband

• United States
• Telecommunications
• 300 - 400 Employee

• VP Finance

  • Oct 2014 - Aug 2019

  Financial partner to the Business Solutions, Fiber Design & Construction, and Mergers and Acquisitions business units for a regional cable and fiber optic communications provider. Financial partner to the Business Solutions, Fiber Design & Construction, and Mergers and Acquisitions business units for a regional cable and fiber optic communications provider.



Rally Capital, LLC

• United States
• Business Consulting and Services

• Principal

  • Jan 2007 - Dec 2013

  Co-managed private equity portfolio of technology and real estate investments. (Promoted from Associate, January 2010)  Participated in over 20 debt and equity transactions totaling $250 million in value.  Performed in-depth investment due diligence and analysis on technology companies and real estate development opportunities for new and subsequent financing.  Actively negotiated term sheets for investment and interacted with outside counsel to draft investment documents.  Served as a member of the Board of Directors for Telesphere Networks, Ltd. and Pirq, Inc.  Provided strategic input to portfolio company management in order to drive company direction and shareholder value through organic and M&A growth initiatives.  Analyzed capital structure with management and assisted in debt and/or equity follow on financing as needed.  Compared and analyzed monthly and quarterly financial statements to budget and provided feedback to management and investment partners.



Pacific Growth Equities

• Investment Banking
• 1 - 100 Employee

• Equity Research

  • Mar 2000 - Dec 2006

  Integral member of the data network & security group for a dynamic growth-oriented Investment Bank.  Performed in-depth industry and company specific analysis on 15 companies for dissemination to PGE clients.  Communicated with an extensive base of proprietary industry contacts for due diligence.  Developed investor following for insightful channel checks.  Performed financial modeling, comparative valuation analysis, authored research reports, and communicated with the buy-side, management teams and PGE sales force.  Met with industry-related private companies to gain further market insight into the competitive landscape and underlying market trends.