Experience

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  FactRight, LLC

  • Manager

    • Oct 2021 - Present

    Due diligence analysis of alternative investment products and sponsors.

• 

  Advisor Group

  • United States
  • Financial Services
  • 700 & Above Employee

  • Portfolio Analyst - EPMO

    • 2019 - 2021

    • Issue executive-level monthly strategic initiatives and M&A integration portfolio status reports. • Manage financial reporting and accrual process for EPMO projects.• Manage EPMO SharePoint and Teams communication sites, driving collaboration and standards.

  • Strategic Acquisitions Project Manager

    • 2017 - 2019

    Project Manager for recruiting initiatives. • Lead internal cross-functional communication meetings and manage the communication workstream for high profile acquisitions. Author and edit communication content. • Develop internal SharePoint sites to facilitate M&A pipeline and M&A acquisition projects for improved collaboration, data integrity, and process enhancement.

• 

  Foothill Securities, Inc.

  • Director of Research

    • 2013 - 2016

    Research, due diligence, and managing the alternative investment product platform. • Stepped up as communication lead and transition coordinator when firm was sold. • Formalized and led due diligence committee and investment approval process. • Owned responsibility of screening, reviewing and monitoring alternative investment products.

• 

  Alliance of Independent Broker Dealers

  • Director of Research

    • 2005 - 2013

    Due diligence on alternative investment products (e.g. non-traded REITs, Reg D private placements) and 3rd party asset managers. • Participated in all areas of due diligence. Developed three-pronged review approach. • Created operational efficiencies through technology, staff training, and process improvement.

• 

  Kemper CPA Group LLP

  • Staff Accountant

    • 2001 - 2005

    Tax preparation (individuals, corporations, LPs, LLCs, estates), tax planning, tax law research, consulting, general accounting services, bookkeeping, compilations, reviews, audits. • Embraced learning and increased responsibility from preparing to reviewing returns. • Trained new staff and trained and consulted with clients.