Experience

Small Lot Wine

• United States
• Beverage Manufacturing
• 1 - 100 Employee

• Chief Financial Officer

  • Jan 2014 - Present

  CFO and Board Member of Small Lot Wine, a privately owned curator, importer and distributor of mid-priced wines to Midwest retail and restaurant customers, sourced from family-owned and operated wineries throughout the world, and that over-deliver on quality for their price. CFO and Board Member of Small Lot Wine, a privately owned curator, importer and distributor of mid-priced wines to Midwest retail and restaurant customers, sourced from family-owned and operated wineries throughout the world, and that over-deliver on quality for their price.



Cambridge Growth Advisors, LLC

• Founder and CEO

  • Jul 2013 - Present

  Provides financial and management advisory services, assists in raising debt and equity capital for growing businesses, and provides direct equity investments to select entrepreneurial businesses. Provides financial and management advisory services, assists in raising debt and equity capital for growing businesses, and provides direct equity investments to select entrepreneurial businesses.



Wells Fargo Securities

• United States
• Investment Banking

• Managing Director

  • 2009 - 2013

  Specialized in providing advisory services and arranging debt financing for public and private companies throughout the U.S., with a geographical focus in the Midwest and Southern U.S. Specialized in providing advisory services and arranging debt financing for public and private companies throughout the U.S., with a geographical focus in the Midwest and Southern U.S.



Wells Fargo Bank

• United States
• Banking

• Senior Vice President

  • 1982 - 2009

  Debt Capital Markets, Banking and Financial Services for public and private businesses in diverse industries. Debt Capital Markets, Banking and Financial Services for public and private businesses in diverse industries.