Experience

United Safety & Survivability Corporation

• United States
• Truck Transportation
• 100 - 200 Employee

• Chief Financial Officer

  • Nov 2021 - Present

  Exton, Pennsylvania, United States



BBJ La Tavola

• United States
• Events Services
• 100 - 200 Employee

• Chief Financial Officer

  • Mar 2021 - Nov 2021

  Chicago, Illinois, United States



United Safety & Survivability Corporation

• United States
• Truck Transportation
• 100 - 200 Employee

• Director of Finance and M&A

  • Apr 2020 - Mar 2021

  Exton, Pennsylvania, United States



Dubin Clark & Company, Inc.

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Principal, Private Equity

  • Feb 2019 - Apr 2020

  Jacksonville Beach

• Vice President, Private Equity

  • Sep 2017 - Feb 2019

  Jacksonville Beach, Florida

• Private Equity Associate

  • Mar 2016 - Sep 2017

• Private Equity Analyst

  • Sep 2015 - Feb 2016



Deutsche Bank

• Germany
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • Jun 2014 - Sep 2015

  Jacksonville, Florida Area



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Investment Analyst – Wealth Management

  • Jan 2013 - Jul 2013

  Winter Haven, Florida • Created complex financial plans and advised high net worth clients on the implementations. • Built and managed client portfolios with an asset allocation based on risk tolerance and Modern Portfolio Theory (MPT) statistics.

• Wealth Management Intern

  • Sep 2012 - Dec 2012

  Winter Haven, Florida • Researched new investment opportunities using Morningstar Principia and UBS research reports. • Developed and implemented a new marketing strategy in order to more effectively target existing and prospective clients.



Prime International Trading

• Derivative Trading Intern

  • Jun 2012 - Aug 2012

  New York City, NY • Monitored trading activity and updated risk positions. • Entered and checked trades; managed trading accounts.