Bio
Credentials
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CPA, CM&AA, CIBA
AICPA, AM&AA
Experience
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Managing Director
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Mar 2014 - Present
Aaron Capital, Inc., Phoenix, AZ March 2014 to PresentManaging Director of a middle market investment bank founded in 1989. Headquartered in Carlsbad, CA with offices in Orange County, CA, New York City, San Francisco CA, Phoenix, AZ, Colorado Springs, CO, Nashville, TN and Montgomery, AL.CKS Securities, LLC, Phoenix, Arizona November 2011 to March 2014Managing Director in a boutiques investment banking firm. The Firm focused on Sell-side M&Atransactions for privately held, middle market companies seeking growth capital or a major liquidityevent. The Firm’s industry sector focus business services, consumer products, transportation, media Medical Devices.Alare Capital Securities, LLC, Scottsdale, Arizona May 2005 to January 2010Founder and Chairman Middle Market Investment Banking Firm serving privately held mid-sized clients in the life sciences, alternative energy, technology, and software industries across the Western and Southwestern United States.MANAGEMENT CONSULTINGTatum Partners, LLC, Phoenix, Arizona April 2002 to May 2005Atlanta-based Financial and IT Consulting Firm serving Middle Market Clients across multiple industry sectors with offices in 33 major US cities. Clients included Genomics and Bio-pharmaceutical Research, Semiconductor Packaging and Print Media Clients.
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Education
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1990 - 1991University of Houston, C.T. Bauer College of Business
MBA, Thesis - The Arbitrage Pricing Theory, Finannce -
1965 - 1969Menlo College
Bachelor's of Scienxe, Accounting
Suggested Services
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Industry Focus. “Investment Banking”
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