I am a Finance Executive with over 25 years of experience in financial analysis, capital markets, and business strategy.My expertise in data analysis, trend identification, business strategy, and operational management enables me to deliver valuable insights for business leadership and clients, leading to productivity gains, expanded client growth, and heightened profitability.My most notable achievements include:• Led a global cross-functional team responsible for a $300M business, driving $75M in additional revenue.• Led a resource optimization plan at Morgan Stanley, improving client service efficiency by 30%.• Increased regional revenue by 50% through cross-selling and new institutional client development as Head of International Equity Sales.• Ranked #1 for European equity product sales to West Coast investment management firms.• Achieved top 5 Extel Survey ranking for financial analysis and investment research as an Equity Investment Analyst at Credit Lyonnais.• Secured $10M in standby funding for a small business acquisition while leading deal due diligence and advising small businesses at Laurel Street Capital.I have a strong track record of managing change, improving operational efficiency, and capitalizing on new business opportunities in the industry.My passion lies in financial analysis, investment evaluation, and operational strategy. I use this to help lower middle-market privately owned businesses reach their next stage of growth. My track record of managing large teams and driving revenue growth, identifying emerging trends, and aligning business strategy with market shifts sets me apart. Let’s connect to discuss how I can add value to your organization with my experience in financial strategy, investment evaluation, and operational leadership.