• Manage and oversee all financial, accounting, human resource operations, and day to day fiscal management, while serving as lead partner to the President in shaping future strategy for a rapidly growing commercial subcontractor.• Plan for efficient growth: from developing budgets and forecast models to finding alternative financial/investment opportunities and evaluating new service offerings and markets.• Evaluate risks & liabilities on ongoing basis; as a result, we revamped insurance coverage, employee handbook & onboarding process, and made changes to outside professional services. Currently, working on field-wide system for ensuring safety & timekeeping protocols.• Established rules for cash flow management and ensure that the company maintains compliance with these policies and procedures; resulting in a significant reduction in working capital needs.• Developed and implemented accounting system.

► Provide strategic and financial advisory services to private and entrepreneurial companies.► Select engagements include:- Interim Financial Director responsibilities for a rapidly growing small confection company - developed detailed financial model, evaluated strategic merit of new distribution channel, aided in formulation of go-to-market strategy.- Implemented new accounting system for private company with seven figure sales- Advised several startups during fundraising process including slide deck creation, identification of targeted investors, and deal structure and terms.- Led financial restructuring of a community non-profit organization - spearheaded and revamped the budgeting process, initiated and led Board strategic review, aided in securing debt refinancing.

Promoted to Partner 2010; Senior Portfolio Manager (2007-2014); Senior Equity Analyst (2004-2007)► Managed equity department for ultra high net worth firm, which oversaw $6B+ in investible assets, in two distinct strategies.► Leadership and Management- Hired team, implemented processes, and created systems to effectively manage in excess of $750M. Took over a department in disarray on the cusp of the 2008 market meltdown. - Resulting 3-year performance ranked in the top 2% of all managers in the country.- Created and launched new investment product. Ramped to $50M in assets in only 3 months.- Built and led a team that included hiring, training, mentoring and managing to ensure an effective and productive environment.- Partnered with sales force and other department heads to ensure awareness of department strategy and communication between departments.- Presented regularly to family offices, consultants, and individual investors in groups as well as in one-on-one meetings.► Financial Analysis- Assessed investments under different scenarios and conducted variance analysis on industry and company business models.- Performed macro and market level research.- Created and maintained detailed company financial models. Forecasted multi-year financials and key performance indicators.► Strategy & Operations- Formulated and executed long-term strategy for client portfolios. Outlook based on continuously updated economic views, market data points, and other relevant developments.- Developed and implemented first department-wide institutionalized processes. Built reporting templates used to analyze portfolios as well as individual investments.- Deliberated with hundreds of CEOs, CFOs, and other senior managers of Fortune 500 and smaller companies to gain deeper insight of their business strategies, product positioning, operations, and financial targets.

Conducted primary fundamental research on individual securities and industries through rigorous financial statement analysis and application of various valuation methodologies. Analysis included construction of financial models, competitive analysis, and management interviews.

Managed $180M+ of investment assets including stocks, bonds, cash equivalents, and options in portfolios for high net worth individuals and corporate clients. Developed and implemented investment and risk management strategies based on market conditions paired with clients’ risk tolerance, time horizon, and investment goals. Member of the Fixed Income Policy Committee.