Experience

TKO Miller

• United States
• Investment Banking
• 1 - 100 Employee

• Director

  • Jun 2022 - Present

• Vice President

  • Dec 2018 - Jun 2022

  Greater Milwaukee Area

• Associate

  • Jan 2016 - Dec 2018

  Milwaukee, WI In late 2015, I joined two Grace Matthews managing directors in launching TKO Miller. TKO Miller provides middle-market merger and acquisition advisory services, and aims to bring big bank experience to family and founder-held businesses As an associate at TKO Miller, my responsibilities include: -Assisting in developing and executing new business development and marketing strategies -Developing and maintaining key relationships -Creating transaction documents (pitchbooks… Show more In late 2015, I joined two Grace Matthews managing directors in launching TKO Miller. TKO Miller provides middle-market merger and acquisition advisory services, and aims to bring big bank experience to family and founder-held businesses As an associate at TKO Miller, my responsibilities include: -Assisting in developing and executing new business development and marketing strategies -Developing and maintaining key relationships -Creating transaction documents (pitchbooks, CIMs, management presentations) and TKO Miller publications -Overseeing day-to-day aspects of active transactions -Working directly with managing directors to facilitate information transfer and steer transactions to closure



University of Wisconsin-Milwaukee

• United States
• Higher Education
• 700 & Above Employee

• Associate Instructor

  • Jan 2021 - Present

  Milwaukee, Wisconsin, United States Primary instructor for Business Administration 492 - Business Modeling of New Ventures



Grace Matthews, Inc.

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Analyst

  • May 2013 - Dec 2015

  Greater Milwaukee Area Participate in all aspects of the M&A process, including: - Conducting industry research - Constructing leveraged buy-out and discounted cash flow valuation models - Preparing Information Memorandum and business development materials - Providing support throughout due diligence process and transaction closure



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Representative Intern

  • Apr 2012 - Jan 2013

  -Work with clients to help them achieve financial security -Grow clientele through personal network and client referrals -Reach out to potential clients both in person and over the phone