Managing Director, Corporate Finance
CurrentI have an extensive background in mergers and acquisitions and corporate finance. During the course of my 25+ year career, I have been involved in sell-side, buy-side, and capital markets transactions in a variety of settings, both as an advisor and as a principal investor. I am a member of The ESOP Association, National Center for Employee Ownership (NCEO), and Employee-Owned S Corporations of America (ESCA) and have held positions on the Legal & Regulatory Committee of The ESOP Association and the Advisory Committee for ESCA. I am a Registered Representative with Chartwell affiliate, CCS Transactions, LLC and holds FINRA Series 7, 62, 63, and 79 licenses.I frequently speak at national conferences for The ESOP Association and NCEO on numerous topics related mergers and acquisitions and corporate finance.