Experience

Co-X Holdings

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

• Financial Advisor - Mergers and Acquisitions

  • May 2023 - Present

  United States



Beaman Financial Partners

• Managing Partner, CFO

  • Jan 2017 - Present

  Raleigh, North Carolina, United States



Green Assets, Inc.

• United States
• Environmental Services
• 1 - 100 Employee

• Director, Head of Finance and Accounting

  • Sep 2021 - May 2023

  Wilmington, North Carolina, United States



International Farming

• United States
• Investment Management
• 1 - 100 Employee

• Principal / Corporate Controller

  • Nov 2017 - May 2021

  Raleigh, North Carolina



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Vice President - CCAR

  • Aug 2017 - Nov 2017

  Raleigh-Durham, North Carolina Area



BB&T Insurance Holdings

• Vice President - Corporate Accounting and Financial Reporting

  • Aug 2016 - Aug 2017

  Raleigh, North Carolina



Credit Suisse

• Switzerland
• Banking
• 700 & Above Employee

• Vice President - Global Markets Finance / Americas

  • Jun 2015 - Aug 2016

  Research Triangle Park As part of the Global Markets Finance group, primarily responsible for GM Financial Planning and Analysis, along with high-level Internal Management Reporting.

• Vice President - Financial Accounting and Regulatory Reporting

  • May 2011 - Jun 2015

  Research Triangle Park Managed Regulatory Reporting team and various other accounting functions for Credit Suisse New York and Cayman Branches, including Swiss GAAP conversions. Also responsible for major systems migration and automation projects, as well as New Business advisory. Reporting included approximately $100 billion of assets each within our NY and CIB Branches with weekly, monthly, quarterly and annual reporting to various Regulators (FRBNY, CIMA, Treasury and the Bureau of Economic Analysis). Primary… Show more Managed Regulatory Reporting team and various other accounting functions for Credit Suisse New York and Cayman Branches, including Swiss GAAP conversions. Also responsible for major systems migration and automation projects, as well as New Business advisory. Reporting included approximately $100 billion of assets each within our NY and CIB Branches with weekly, monthly, quarterly and annual reporting to various Regulators (FRBNY, CIMA, Treasury and the Bureau of Economic Analysis). Primary reports included NYB FFIEC002/002S, FFIEC019, FR2644, FR2900 and TIC reports, as well as Cayman QPR, LBS and CPIS.



Apple Gold Group

• Director of Financial Reporting

  • 2007 - May 2011

  Monthly/Qtrly/Annual Financial Statement Preparation and Review Monthly/Qtrly/Annual Executive Management Reporting M/E and Y/E Close General Ledger Maintenance Quarterly Bank and Covenant Reporting Quarterly Corporate Reporting External Audit Coordinator Budget Forecasting and Monitoring



PwC

• Professional Services
• 700 & Above Employee

• Senior Assurance Associate

  • 2005 - 2006

  Primary Audit and Supervision responsibilities for Global Fortune 500 Companies.



Grant Thornton LLP (US)

• United States
• Accounting
• 700 & Above Employee

• Sr Audit Associate

  • 2001 - 2005

  I began full-time with Arthur Andersen in September 2001, our office along with others was acquired by Grant Thornton in 2002.