Functional Skills
Budgeting
Business Analysis
Business Development
Business Planning
Financial Modeling
Financial Planning & Analysis (FP&A)
Investment Banking
M&A Deal Sourcing
Strategic Planning
Financial Due Diligence
Forecasting / Projections
Valuation
Finance Transformation
Software Skills
Node.js
ReactJS
Microsoft Excel
Google Sheets
OpenAI
Sector Experience
Business Services
Consumer Goods
Financial Services
Retail
Technology
Experience
RAD INTELLIGENCE
Corporate Strategy & Development
Director of Corporate Development
5/2024 - 10/2025
• Led FP&A and M&A for a Series B
● AI marketing company valued ≈ $120M.
• Sourced and evaluated >40 agency acquisition targets; negotiated LOIs worth $25M aggregate.
• Built 3-statement financial model and 12-month forecast adopted by executive team and board.
• Designed equity incentive and bonus structures for Corp Dev team; advised CEO on fundraising strategy.
● AI marketing company valued ≈ $120M.
• Sourced and evaluated >40 agency acquisition targets; negotiated LOIs worth $25M aggregate.
• Built 3-statement financial model and 12-month forecast adopted by executive team and board.
• Designed equity incentive and bonus structures for Corp Dev team; advised CEO on fundraising strategy.
RAD INTELLIGENCE
Corporate Strategy & Development
Corporate Development Manager
6/2023 - 4/2024
• Designed AIBO (AI Buyouts) roll-up strategy targeting creator-economy agencies; contributed to $70M capital raise narrative and materials.
• Created valuation framework used across target pipeline; modeled synergy cases and integration plans.
• Created valuation framework used across target pipeline; modeled synergy cases and integration plans.
Trottr Travel App (MVP Phase)
Product Management / Strategy
Founder / Chief Executive Officer
1/2020 - 1/2024
• Conceived, designed, and launched a social travel platform (React / Node / Postgres stack) used by 50+ beta users.
• Managed product, fundraising narrative, and full financial model.
• Managed product, fundraising narrative, and full financial model.
Bulkhead Energy Drinks
Finance
Chief Financial Officer
1/2021 - 1/2023
• Raised $4M equity and $2M credit facility from institutional and angel investors.
• Scaled to $5M revenue and $60M post-Series A valuation; built finance and reporting infrastructure from scratch.
• Scaled to $5M revenue and $60M post-Series A valuation; built finance and reporting infrastructure from scratch.
Avendus Capital — Technology M&A
Finance
Investment Banking Associate
1/2016 - 1/2019
• Executed sell-side and buy-side transactions ($500M+ aggregate value) across SaaS and digital media.
• Built valuation models, investor presentations, and industry reports for cross-border clients.
• Built valuation models, investor presentations, and industry reports for cross-border clients.