Functional Skills

Restructuring / Turnarounds
Financial Modeling
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Data Modeling
Accounting
Accounting Software Implementation
Application Modernization
Budgeting
Business Analysis
Communications
Customer / Vendor Calls
Data Architecture
Inventory Management
Private Equity Investing

Software Skills

Microsoft Excel
Microsoft Excel Macros
Microsoft Graph API
Microsoft PowerPoint
Microsoft Word
Quickbooks
Salesforce
Xero
Tableau
Python
Alteryx
Docker
Hubspot
Microsoft Office
Netsuite

Certifications

Six Sigma Green Belt

Sector Experience

Agriculture
Business Services
Financial Services
Healthcare
Manufacturing

Languages

English

Notable Clients

Wellspring Capital Management
Fortune 500

Experience

Winter Harbor Management Consulting
Manager
3/2019 - 11/2021
Winter Harbor LLC provides restructuring and turnaround expertise to middle market companies facing operational and financial decline in an effort to improve operational performance, liquidity and capital structure, and efficiently implement change. Our proven ability to identify critical issues, develop strategies, and deliver results has provided unmatched success for our clients in need of turnaround and restructuring services.
Steel City Capital Funding Finance
Business Development and Portfolio Relationship Manager
1/2018 - 3/2019
Serving clients who are typically companies in the manufacturing, retail, wholesale, distribution and service industries with revenues over $50 million and a history of stable and sustainable revenue and cash flow. Steel City Capital Funding (“Steel City”) is a specialty finance company serving middle-market companies and private equity sponsors across the United States (U.S.), Canada and the United Kingdom (UK).
Gibraltar Business Capital Sales
Vice President, Originations
9/2016 - 7/2017
Gibraltar provided asset based revolving lines of credit from $250,000 - $20,000,000. Focusing on companies under served by traditional depository institutions.
PNC Financial Services Finance
Account Executive
1/2007 - 4/2015
• Responsible for the review of internal underwriting, negotiation of covenants and legal documents, risk weighted return analysis, loan closing and funding and ongoing management of the client, and sponsor relationships.
• Created cash flow models, enterprise valuations and profitability analysis for targeted transactions, quantifying credit risk and economic profit metrics to maximize a risk adjusted return over 10%.