Performed research on alternative energy (Photovoltaic, Tidal, Geothermal), reviewed and updated due diligence files of all active clients (Family Offices, RIA’s, Corporations, etc.), represented firm on investor calls (FI Hedge Funds), managed CRM, assisted in drafting data security policy and incident response procedures.Select Transaction Experience• 100 million dollar growth debt/equity raise for alternative energy company• Saw firm and clients reap full cycle investment in subscription based hygiene products company (acquired for $1B cash)

Facilitated data integrity matches as key inputs into predictive account propensity and buy-size modeling for Adobe Systems, Inc. Performed sales revenue gap analysis for sales accounts as key inputs into predictive account propensity and buy-size modeling for Adobe Systems, Inc.

Conducted industry and company-specific research on over 35 firms for sell-side and buy-side advisory assignments, performed financial analysis, screened potential strategic and financial investors, analyzed fit and financial capabilitySelect Transaction Experience• Strategic advisor to 4bn New York hedge fund • Buy-side advisor to $600 mm revenue Chinese SOE • Sell-side advisor to multinational auto parts manufacturer

Business Strategy Finance

• Reviewed slides from streaming media startup seeking series A funding; performed market research, authenticated data and stats from slide deck, drafted investment memo summarizing the investment opportunity, and advised for investing in the firm• Verified blood cell biopsy market size; created financial model to analyze different growth strategies and product monetization methods; using model developed robust monetization strategy which reduced outside funding need by over 50% while maintaining target growth. Co-authored investment memo and presented findings to management

Founded Colorado based oilfield service company specialized in fluid transport. Services offered include power equipment rentals, temporary pipeline and water transfer service, hot shot service, location management, Hasmat cleanup and environmental restoration.