Tarte Bakeshop Dec 2016 - Dec 2018
Owner and Pastry Chef
Wealthramp Dec 2016 - Dec 2018
Chief Financial Officer
Bellmark Partners, Llc Nov 2012 - Dec 2015
Managing Director
Covington Associates 2008 - 2010
Director, Private Capital
Tucker Anthony Sutro 1999 - 2001
Principal and Head of Private Capital Markets
Education:
University of California, Berkeley 1991 - 1993
Master of Business Administration, Masters, Finance
University of New Hampshire Peter T. Paul College of Business and Economics 1984 - 1987
Bachelors, Bachelor of Science, Business Administration
Skills:
Mergers and Acquisitions Investment Banking Private Equity Equities Start Ups Corporate Finance Financial Modeling Financial Analysis Business Analysis Capital Capital Raising Valuation Microsoft Office Mergers Lbo Accounting Management Financial Advisory Financial Services Business Planning Capital Raises Mergers and Acquisitions Small Business Accounting
Covington Associates since 2008
Principal
BioEngineering Networks, Inc. 2004 - 2007
Chief Financial Officer
Tucker Anthony Sutro 2000 - 2001
Principal & Head of Private Placements
Robertston Stephens 1998 - 2000
Vice President
Education:
University of California, Berkeley - Walter A. Haas School of Business 1991 - 1993
MBA, Finance