Chief Financial Officer and Chief Revenue officer of the only commercial drone maintenance network in the world. Connecting drone operators with certified local technicians, providing the service necessary to keep their aircraft in the air and compliant with all regulations. Responsible for all growth initiatives including sales and B/D efforts, as well as executing all facets of back office (finance, accounting, budgeting, analytics, HR, contracting, banking, insurance, ERP deployment, and legal coordination).

Consulting firm specializing in business strategy, corporate valuations, investment strategy, capital raising and operational efficiency.

Actively managed company’s hedging portfolio to generate a market value of $30 million relative to total company equity of $180 million. Lead a team focused on identifying strategic marketing opportunities, utilizing both financial and physical contracts and focusing on pricing exposure outside of the Appalachian basin.Developed proprietary oil and gas transaction model to analyze and structure potential acquisitions and divestituresAssumed ownership of both the short-term and long-term corporate forecasts and implemented overhauls to both models resulting in more timely and accurate forecasts for company leadershipWorked directly with company executives to facilitate transactions including closing of new hybrid bank facility ($125 million term; $60 million reserve-based lending) and first of its kind long-term supply contract to public utility of approximately $125 million.Assumed ownership of both the short-term and long-term corporate forecasts and implemented overhauls to both models resulting in more timely and accurate forecasts for company leadership.

Developed transaction models to analyze and structure potential acquisitions ranging from $100 million to over $5 billion as well as mid-stream restructurings.Coordinated with bankers to provide timely information and maintain strong working relationship including covenant maintenance.I proactively created financial analysis to identify trends within the company as well as strengths and weaknesses relative to peers.

BRC Investment Management is a small, 100% employee-owned, SEC registered investment adviser that focuses on the U.S. equity market, providing active investment management to institutional investors, including corporate pension plans, public retirement plans, endowments/foundations, as well as high-net-worth and retail investors through a number of third party platforms. Covered Financial Services, Banking, Consumer Staples, Consumer Discretionary, Durables and Transportation sectors as member of portfolio management teamMade trade decisions for Large Cap, Large Cap Value, Long/Short and Mega Cap portfolios in covered sectors with total portfolio assets of over $800 millionDeveloped dynamic trading simulation to create and test new investment strategies reducing processing time from over three days to under an hourAdapted proprietary quantitative modeling framework to international marketsCollaborated with company president to enhance existing quantitative models, specifically expanding valuation metrics and implementing enhanced statistical techniques

Analyzed and recommended specific investment opportunities in the emerging market mobile telecommunications, agricultural and diversified construction industries

Coordinated over 75 global audit teams for the execution of the corporate center audit of Zurich Financial Services, the $65 billion insurance based financial services companyConsulted on multiple debt offerings ranging from $1.5 – $2.5 billion

Served clients as dedicated investment management specialist with client base including Oaktree Capital Management, PIMCO and American Funds