Experience

A Career Built on Results

Over two decades of progressive leadership across finance, operations, and strategy — from analyst to the C-suite.

2020 – Present

C-Suite

Chief Financial Officer

Global Ventures Group

Lead all financial strategy, capital allocation, and investor relations for a diversified global enterprise. Spearheaded a $400M balance sheet restructuring, reduced operating costs by 18% through operational redesign, and established a new corporate development function responsible for three strategic acquisitions.

$400M balance sheet restructuring
18% reduction in operating costs
Led three strategic acquisitions

2016 – 2020

Senior Leadership

SVP, Operations

Meridian Capital

Oversaw global operations across 12 markets, managing a team of 400+ professionals. Designed and implemented a firm-wide operational transformation that improved process efficiency by 30% and reduced time-to-market for new products by six months.

Operations across 12 global markets
30% improvement in process efficiency
Team of 400+ professionals

2012 – 2016

Senior Leadership

VP, Corporate Strategy

Apex Industries

Developed and executed the five-year corporate strategy for a Fortune 500 industrial conglomerate. Identified and led two transformative divestitures totaling $1.2B, reallocating capital to higher-growth business units and improving overall ROIC by 4 percentage points.

$1.2B in strategic divestitures
4pp improvement in ROIC
Five-year corporate strategy design

2007 – 2012

Director

Director, Finance

Blackstone Partners

Managed financial planning, analysis, and reporting for a $3B private equity portfolio. Built the FP&A function from the ground up, introduced zero-based budgeting across portfolio companies, and led financial due diligence on eight transactions.

$3B private equity portfolio
Built FP&A function from scratch
Due diligence on 8 transactions

2002 – 2007

Early Career

Senior Analyst

Goldman Sachs

Advised corporate clients on M&A, capital markets, and strategic finance within the Investment Banking Division. Executed over $2B in transaction value across technology, media, and industrials sectors.

$2B+ in transaction value
M&A and capital markets advisory
Technology, media & industrials focus

Board & Advisory Roles

Board Director

Hartwell Financial Corp

Since 2022

Advisory Board Member

Nexus Growth Partners

Since 2019

Audit Committee Chair

Meridian Capital

Since 2021

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