Experience

Cadence M&A Advisors

• Investment Banking
• 1 - 100 Employee

• Vice President

  • Mar 2021 - Present

  Charlotte, North Carolina, United States A boutique investment bank, uniquely dedicated to advising the owners of privately-held, family-owned and entrepreneur-led businesses.



Wells Fargo Advisors

• United States
• Financial Services
• 700 & Above Employee

• Vice President - Mergers & Acquisitions

  • 2019 - Mar 2021

  Charlotte, North Carolina



Regions Bank

• United States
• Banking
• 700 & Above Employee

• Vice President

  • 2013 - 2019

  Technology & Defense



Bank of America

• United States
• Banking
• 700 & Above Employee

• Corporate Debt Products - Power & Utilities

  • 2011 - 2013

• Client Manager Associate

  • 2010 - 2011

  Hired into the Commercial Banking MBA Leadership Development Program which is comprised of formal credit training and rotations through treasury and relationship management.



FMI

• United States
• Business Consulting and Services
• 500 - 600 Employee

• Investment Banking - Summer Associate

  • 2009 - 2009

  Participated in ten sell- and buy-side middle market M&A transactions for both public and private companies in the engineering and construction industry. Worked on all aspects of a transaction including pitchbook creation, financial modeling, CIM preparation and the marketing process.


Camp Dresser & McKee
• United States
• Aviation & Aerospace
• 1 - 100 Employee
• Project Engineer

  • 2005 - 2008