Financial Planning and Analysis

• lead and manage multiple challenging financial due diligence engagements
• participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers
• develop and deliver quality planning approaches with timely and responsive services and work products
• utilize proven business development skills to build upon transaction advisory services work
• identify business opportunities and enhance go-to-market strategies
• lead teams to generate a vision, establish direction and motivate members, create an atmosphere of trust, leverage diverse views, and coach staff

Director, Financial Due Diligence

Principal Financial Analyst

Manager, Financial Analysis

Principal Finance Associate, Card External Planning – Analysis

Branch Manager