Experience

Insight Advisors, LLC.
• Business Consulting and Services
• Vice President

  • May 2018 - Present


Navigant

• United States
• Business Consulting and Services
• 700 & Above Employee

• Senior Consultant

  • Jul 2014 - Jan 2018

  Greater New York City Area Financial Services: Consumer Finance and Technology Senior Consultant based out of New York City



PricewaterhouseCoopers

• 1 - 100 Employee

• Senior Associate

  • Jun 2010 - Jul 2014

  Washington D.C. Metro Area Banking and Capital Markets, Business Development and Strategy, Enterprise Resource Planning and Business Process Reengineering out of the Washington D.C. Metro office.



Wake Forest Action Learning Project

• Team Consultant

  • Sep 2009 - Dec 2009

  Provided analysis on talent management and financial metrics for projects at DataChambers, LLC located in Winston-Salem, NC. Engaged employees on satisfaction with current benefits and provided recommendations on benefit package enhancements both satisfactory to employees and comparable to their counterparts at competitor organizations. Researched profitability of adding virtual service hosting to product offering and recommended that DataChambers implement this service to clients based… Show more Provided analysis on talent management and financial metrics for projects at DataChambers, LLC located in Winston-Salem, NC. Engaged employees on satisfaction with current benefits and provided recommendations on benefit package enhancements both satisfactory to employees and comparable to their counterparts at competitor organizations. Researched profitability of adding virtual service hosting to product offering and recommended that DataChambers implement this service to clients based on research findings and competitor behavior. Show less



Lockrum Partners, LLC.

• Operations Consultant

  • May 2009 - Jul 2009

  Anguilla, BWI Improved operational and financial general practices and reporting. Established accounting system using QuickBooks for Meads Bay Beach Villas as well as creating guest database for more efficient financial reporting and improved communication with hotel management through use of daily activity logs. Created a data management system allowing ownership to examine trends in daily metrics for cash flows, bookings, and operational issues.



Wachovia Securities

• United States
• Financial Services
• 1 - 100 Employee

• Aquisition Analyst

  • Jun 2008 - Aug 2008

  Acquisition Research and Analysis Compiled information on the successful acquisition of Meridian Security Company. Analyzed past data for Meridian Security Company including expense reports, W-2 forms, balance sheets, income statements. Searched for specific costs which would or would not apply to the purchaser, eliminating non-applicable costs and adding costs not incurred by Meridian Security Company but by future… Show more Acquisition Research and Analysis Compiled information on the successful acquisition of Meridian Security Company. Analyzed past data for Meridian Security Company including expense reports, W-2 forms, balance sheets, income statements. Searched for specific costs which would or would not apply to the purchaser, eliminating non-applicable costs and adding costs not incurred by Meridian Security Company but by future purchaser. Compiled a cost/benefit analysis with a number of different data sets, specifically forecasting documents focusing on profit and loss statements, predicted cash flows based on future growth of Meridian Security Company post acquisition, and forecasted expense reports for the new managers of the company. Show less



Liberty Coating Company, LLC

• United States
• Oil and Gas
• 1 - 100 Employee

• General Laborer

  • Jun 2005 - Aug 2005

  Morrisville, PA Worked in all areas of pipe coating plant and improved methods of production in plant locations including sandblasting, coating, painting and jack-hammering jobs. Other tasks included landscaping, painting, and general construction.