Direct Performance Data
Acting Chief Financial Officer
High West Capital Holdings
Group Chief Financial Officer
Books Above the Bend
Founder
Broadridge Aug 2017 - Apr 2018
Head of Business Development, Bank Broker Dealer
Advisors Above the Bend Aug 2017 - Apr 2018
Founder
Education:
The Wharton School 2016 - 2018
University of Rochester 2001 - 2005
Bachelors, Bachelor of Arts, Economics, History
Winchester Thurston School 1997 - 2001
Skills:
Financial Technology Investment Banking Equity Research Economics Valuation Financial Modeling Corporate Finance Mergers Equities Research Financial Analysis Excel Industry Analysis Competitive Analysis Microsoft Excel Bloomberg Capital Markets Equity Valuation M&A Experience Private Equity Mergers and Acquisitions Divestitures Due Diligence Lbo Wine and Spirits Industry Emerging Markets Dcf Hedge Funds Fixed Income Corporate Strategy Formulation Corporate Development Alternative Investments Strategy Business Development Cloud Computing Big Data Securities Running Finance Investments Accounting Analytical Skills Acquisition Integration Forecasting Financial Structuring Quickbooks
Interests:
Mobile Cooking Clean Technology Traveling Health Care Running Consumer Internet Enterprise Software Pittsburgh Steelers Finance Technology
Certifications:
Chartered Financial Analyst (Cfa) Charterholder Introduction To Computer Science and Programming Capstone: Retrieving, Processing, and Visualizing Data With Python