Experience

TriplePoint Capital

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

• Director

  • Jun 2020 - Present



HydroTech Solutions LLC

• United States
• Environmental Services
• 1 - 100 Employee

• Director of Finance

  • Oct 2019 - Jun 2020

  CFO of already profitable start-up pioneering water conservation as a service in a variety of industrial applications. HydroTech is in its 4th year of operations and growing its business. CFO of already profitable start-up pioneering water conservation as a service in a variety of industrial applications. HydroTech is in its 4th year of operations and growing its business.



VRC (Valuation Research Corporation)

• United States
• Financial Services
• 200 - 300 Employee

• Sr. Vice President

  • Dec 2010 - Oct 2019

  Portfolio company and security valuations for asset managers including Hedge Funds, Venture Capital, Private Equity and institutional managers. Derivative valuations and general enterprise and equity valuations. Portfolio company and security valuations for asset managers including Hedge Funds, Venture Capital, Private Equity and institutional managers. Derivative valuations and general enterprise and equity valuations.



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Manager, Complex Securities Group

  • Feb 2009 - Jan 2011

  Valuation of derivatives (primarily equity based) and privately-held company equity securities in complex capital structures for the purposes of finanical reporting, tax and general corporate planning purposes. Valuation of derivatives (primarily equity based) and privately-held company equity securities in complex capital structures for the purposes of finanical reporting, tax and general corporate planning purposes.



Kroll

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

• Manager

  • Mar 2006 - Jan 2009

  Working in the Valuation Services Practice performing business enterprise valuations for the purposes of financial reporting. This consistently involves the valuation of common stock, preferred stock, convertible debt issues, intangible assets and goodwill, and numerous varieties of derviative securities, particularly options and other contingent claim securities. I specialize in the use of Monte Carlo simulation and lattice valuation models. I also focus on private company valuations for the purposes of pricing new and existing rounds of financing with respect to economic and control rights in classes of preferred stock. Show less



Decisioneering, Inc. (now Oracle Inc.)

• Trainer

  • 2003 - 2008

  Have always been a contractor, but relationship may soon change with the acquisition made by Oracle. Have taught two-day seminars introducing Crystal Ball and Monte Carlo simulation and applying it in a variety of risk analyses, optimizations, and real options applications. Have always been a contractor, but relationship may soon change with the acquisition made by Oracle. Have taught two-day seminars introducing Crystal Ball and Monte Carlo simulation and applying it in a variety of risk analyses, optimizations, and real options applications.



Becker Professional Review

• Instructor

  • 2003 - 2006

• Instructor

  • 2003 - 2006



Houlihan Lokey Howard & Zukin

• Associate

  • Sep 2004 - Mar 2005

  Financial Advisory Services group primarily performing valuations for the purposes of financial reporting in connection with a business combination. Would also apply similar valuation techniques to perform pre-deal and post-deal Fairness Opinions, and Solvency Opinions. Financial Advisory Services group primarily performing valuations for the purposes of financial reporting in connection with a business combination. Would also apply similar valuation techniques to perform pre-deal and post-deal Fairness Opinions, and Solvency Opinions.



KPMG US

• United States
• Financial Services
• 700 & Above Employee

• Manager

  • 1998 - 2002