Strategy & financial advisory, project finance, and Interim CFO services for US and Canadian climate, energy transition, and fintech entities (startups, lower middle-market, government, and funds).+ Interacted with 100+ operating companies, investment funds, and government entities + Delivered $100M+ in new enterprise value and $50M+ equity and debt capital into client companies+ Current focus is working with companies that need M&A preparation & advisory and/or are tackling FOAK project finance challenges as they bring new technologies and hardware to market+ 2 year pause (2022-2024) from new paid advisory work due to accepting a full-time CFO position with Allumia, an energy services + smart metering decarbonization platform

SolaBlock is a solar and construction-tech firm that has developed the Solar Masonry Unit, a construction block that decarbonizes buildings by turning dormant exterior walls into vertical clean energy producing assets.

Managed Finance & Accounting, Tax, Capital Markets, and Corporate Development for Allumia, a decarbonization platform providing efficiency & electrification services to small-to-midsize C&I customers and tech-enabled program solutions to US utilities.

Innovation Advisor supporting the Tech to Market Division in expanding and strengthening NYSERDA's ecosystem, development of programs that meet and exceed New York State's Climate Leadership and Community Protection Act (CLCPA) targets, and accelerating the commercialization of new business models and technologies. Tech to Market has a $130M portfolio of programs that support climate technology startups and growth-stage companies doing business in New York State.

Co-founded a mobility fintech to commercialize a novel financial lending product for electric vehicles, the Mileage Purchase Agreement (MPA). Developed comprehensive product thesis and investment model, including tax equity. Launched commercial entity and setup all core operational functions / systems (Accounting, Payroll & HR, Fleet Operations, Financial Operations & Treasury, Capital Markets, and Portfolio Management).

Business & program management, and project delivery within the AM Chief Data Office. Change management within the Corporate & Investment Bank for Legal Operations.+ Financial system transformation projects for MiFID II and Solvency II+ Portfolio valuation and reporting projects for alternative assets (JPMAAM)+ Technical integration, metadata management, and document management in response to US Fed R&R remediation mandate

Diverse contract & FTE experience in FP&A, strategy, and project delivery for technology, trading, regulatory, and new business at eFront (2013-2014), Barclays (2012-2013), Moody’s (2010-2012), Credit Suisse (2007-2010), JP Morgan (2006-2007), and Omgeo (2005-2006). 𝐊𝐞𝐲 𝐀𝐜𝐜𝐨𝐦𝐩𝐥𝐢𝐬𝐡𝐦𝐞𝐧𝐭𝐬+ Extensive project delivery / advisory work on multiple US, UK, and EU financial regulations and accounting standards: Dodd-Frank (Parts 43/45/46), EMIR, Basel II, FAS 133/157, Regulation B, Regulation Q, and IAS 39+ Led solutions delivery teams for fund management at pension funds, PE, and family offices (total $800B+ AUM)+ Global project & program management with budgets between $30M-$50M for business, operations, and technology: projects included trading platforms, P&L / accounting, pricing, asset valuation, credit ratings, and fund analytics+ Led global rollout of a budget process for an IT development team, $15M budget with 50+ resources+ FP&A for a professional services team of 48 resources with 40+ active projects: audited forecasts, provided analytics on billing and utilization, and rolled out strategy which increased utilization by 5% and revenues by $8M