Experience

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  ArrowMark Partners

  • Finance, Tax & Accounting

    • Dec 2019 - Present

    ArrowMark Partners is an employee-owned asset management firm founded in 2007. Today, ArrowMark manages $23.7 billion* in assets on behalf of a broad array of institutional clients and professional asset allocators across alternative credit and capacity-constrained equity strategies, as well as through the management of broadly syndicated and middle-market CLO Funds. Our unique approach, based on the team’s collective experience navigating market cycles, provides extensive insights across the capital structure and a skilled understanding of how to manage complex risk/reward tradeoffs through fundamental research.*As of June 30, 2021

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  Plante Moran

  • Greater Denver Area

  • Senior Manager

    • Jan 2018 - Dec 2019
    • Greater Denver Area

    Assist clients with the development of international business and tax strategies, as well as providing international tax compliance and consulting.On Oct. 1, 2018, EKS&H joined Plante Moran, becoming the 11th largest accounting, tax, consulting, and wealth management firm in the country. We have more than 3,000 professionals working in 27 offices serving national and international clients in the middle market.

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  All Copy Products

  • Greater Denver Area

  • Chief Financial Officer

    • May 2017 - Jan 2018
    • Greater Denver Area

    All Copy Products is a digital office technology company with offices in Colorado (Denver, Fort Collins, Colorado Springs, Grand Junction), Kansas and Arizona. In October 2017, All Copy Products landed on Fortune's 2017 "Inner City 100" list of fast-growing businesses in economically distressed urban areas nationwide.

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  Bystronic Glass - Subsidiary of Conzzeta AG (Publicly traded CON.SW - Switzerland)

  • Aurora, CO

  • Controller - North America Region

    • Oct 2014 - Sep 2017
    • Aurora, CO

    Responsible for financial reporting and budgeting (monthly, quarterly and annual budgets) for business activities in United States, Canada and Mexico. Coordinate financial reporting consolidations with other subsidiaries located in China, Singapore, Switzerland, Germany, United Kingdom and Brazil. Manage cash flow and cash flow forecasts, including commercial and stand-by letters of credit for international trade. Responsible for filing respective sales & use tax returns, preparing tax return / audit work papers and preparing ASC 740 tax provision. Bystronic glass develops and produces complete solutions for the manufacture of insulating glass, preprocessing of automotive glass and handling equipment for the flat glass and window industry.

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  Plante Moran

  • Manager

    • Jan 2007 - Oct 2014

    • Audit Senior Associate - Provide audit and assurance services to privately-held and publicly-held companies in the mid-size markets. Prepare financial statements and supplemental schedules for privately held businesses in accordance with GAAP for companies in various industries including manufacturing, healthcare and technology.•Tax Manager - Managed tax compliance and consulting engagements with an expansive and diverse client-base, which comprised all types of businesses including multinationals, privately-owned organizations, local companies, entrepreneurs, family businesses, pass-through entities, and high net-worth individuals. • Tax Manager - Managed ASC 740 preparation and review services as well as FIN 48 implementation. Includes provisions for SEC and private clients, and clients with jurisdictions in Ghana, Canada, Peru, Mexico and Hungary.

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  Immunoe Health Centers

  • Controller

    • Dec 2002 - Jan 2007

    • Prepare monthly cash basis and accrual basis Balance Sheet and Income Statements, along with annual budgets and financial forecasts. Prepare required tax information for Federal and state income tax returns and personal property tax returns.• Perform daily accounting responsibilities including supervision of accounts receivable and accounts payable team, payroll and cash management.