I collaborate with investors and leadership teams to plan and execute investing, financing and operating initiatives that optimize performance metrics, product quality, organizational effectiveness and customer sentiment. I leverage my experiences as a founder, investor, senior executive and Big 4 CPA to provide strategic vision and financial expertise from unique perspectives, excel in dynamic and diverse environments, and continually focus efforts to drive growth and value for global, middle-market and early-stage businesses.• Investment strategy and business management for acquisitions, divestments, finance, operations, product development, tax attributes, climate-related risks and energy transition.• Financial reporting expertise with investment models, financial statements, accounting policies and standards, compliance, internal controls, audits, controllership and reporting systems.• Industry knowledge includes capital markets, real estate development, construction, manufacturing, technology, healthcare and nonprofits with Bank of America, Disney, Helmsley, Morgan Stanley, Northwell, Park Aerospace and Siemens.• Business development, investor relations and community leadership.I am most fortunate to work alongside so many extraordinary people, all striving to make a positive impact in the communities we serve.