M&A Experience
- 10+ years of investment banking, private equity, capital markets, and valuation experience
- Former Investment Banker at PCE Investment Bankers
- Former Vice President at Penta Mezzanine Fund
- Former Interim CFO of a durable medical device company (portfolio company of Penta) with 20+ clinics across 7 states
- Former Analyst at Bank of America Merrill Lynch
Additional Highlights
- Chartered Financial Analyst (CFA)
- President of CFA Society Orlando
- B.A. in International Business from Rollins College