Leading South Florida's solar asset recovery and protection initiative while developing innovative energy solutions for our community. Our mission combines solar system rescue operations with ethical new deployment strategies to restore trust in residential solar technology.Key Responsibilities:- Developing and implementing the SolarSync™ preventive maintenance platform- Structuring solar asset acquisition and lease-back programs- Leading solar system recovery operations for abandoned/orphaned installations- Creating ethical solar sales frameworks and training programs- Designing financial models for system ownership and utility service options- Building strategic partnerships with roofers, realtors, and community organizationsLeveraging 15+ years of experience in technology, finance, and sustainability consulting to transform our community's relationship with energy. Focused on protecting existing solar investments while innovating new models for clean energy adoption.Specialties: Solar Asset Recovery, O&M Innovation, Financial Modeling, Strategic Partnerships, Clean Energy Finance, System Performance Optimization, Customer AdvocacyWorking to heal the residential solar industry through transparency, technology, and trust.

Advising clients as they navigate the technical, commercial, ESG, climate, strategic, operational, regulatory and financial complexities associated with allocating capital toward new and existing infrastructure to accelerate the transition to lower carbon economies.

- As a trusted advisor, I originate and develop relationships with private equity and strategic clients in order to deliver high value M&A diligence solutions as well as post-close integration and separation execution.- As a value creation specialist, I work alongside clients and financial due diligence teams from the early stages of a transaction in order to identify, estimate, model, and capture synergies and cost savings throughout the deal life cycle. I advise clients on sell-side and buy-side transactions, as well as on internal performance improvement initiatives.- 2022 RSM Innovation Challenge first runner up overall and category winner for Digital Velocity category. Led team who pitched a community of a citizen-led, low-code development across the firm.

Focused on consumer markets clients during the midst of a global pandemic, we offered solutions to rapidly changing conditions that forced us (and our clients) to think about workforce response, financial stability, and long-term operational resilience.

- Delivering integrated value to M&A deals throughout the entire transaction lifecycle

- Leading Operational Due Diligence Engagements in order to assist clients who are actively engaged in buy-side or sell-side M&A processes- Formed part of the founding team that stood up the dedicated Operational Due Diligence practice within the Integration & Separation offering, which required documenting our methodology and approach, capturing best practices and lessons learned- Led efforts to implement a new program management tool for the entire Deal Advisory practice, which was launched in late 2017; Overseeing efforts of 40+ risk and information management individuals as we vet the software with the developer and prepare the pilotSelected transaction experience:- Puerto Rico Based Payments Company – Integration planning and execution support• Led a regional commercial workstream in Latin America for a $14B+ integration in the Pharmaceutical Industry; led integration planning workshops and oversaw cutover in 9 countries- FORTUNE 5 Medical Technology Services Company – Separation due diligence / Bid support• Built a standalone cost model which included projections through FY20• Developed a high-level separation plan and preliminary list of transition service agreements (TSAs) in order for a potential buyer to get a full picture of the post-close business- Food Ingredients Distributor – Separation due diligence for a division of a large food company• Built a standalone cost model to understand the go forward cost base of the carved out business• Performed and presented analysis that showed returns to the sponsor under different exit options- U.S. Based Video Streaming Platform – Buyer due diligence for a large strategic media company• Performed a rapid separations assessment in a 10-day period for an online media streaming platform and built out a set of integration assumptions to help the buyer estimate cost synergies• Built a standalone cost model for a buyer to serve as a starting point to layer on the synergies

- Stood up and led the Integration Management Office (IMO) for 8 workstreams in order to execute a $20M+ integration in the mobile payments industry; staffed, onboarded, and managed 2 junior resources in order to develop the IMO playbooks, project workplans, and kick-off materials- Served as the lead for a finance workstream for a large divestiture in the Pharmaceutical Industry; in this role I worked across various finance functions to disentangle shared financial services and prepare transition service agreements (TSAs) that needed to be in place for the transaction to close- Led a regional commercial workstream for all of Latin America for a $14B+ integration in the Pharmaceutical Industry; led integration planning workshops and oversaw cutover in 9 countries

- Served as the Latin American Integration workstream lead for a large ($10B+), where I was responsible for leading the smooth transition of 9 Central and South American countries across 11 functions including commercial, marketing, sales, regulatory, legal, HR and finance- Developed and maintained the Transition Service Agreement (TSA) Schedules to support a $1B divestiture; the TSA Schedules document the scope and pricing for over 200 services, across 17 functions, in over 20 global markets and will have revenue impact of over $120M- Managed junior resource and align team on daily priorities in order to support deliverable creation for the client; these deliverables consisted of instruction manuals on TSA Schedule development, workshop materials to support issue resolution, and pricing summaries for use during negotiations

- Sourced new investment opportunities as well as evaluate marketing materials sent by intermediaries - Built operating models, mostly for investments in the tribal gaming industry, capable of running multiple revenue scenarios based on different business strategies and economic environments

- Gained experience in various phases of the deal making process including solicitation, financial modeling and analysis, internal credit approval and drafting marketing materials- Supported the team that served as the exclusive buy-side advisor for a U.S. based packaging company in a negotiated auction process- Constructed detailed models to evaluate merger, equity offering and debt financing scenariosBE Aerospace (NASDAQ: BEAV) – Bookrunner on $800M issuance of senior secured notes- Analyzed BE Aerospace's debt trading level and drafted internal memos for credit approval

As part of the Deloitte Consulting Immersion Program (DCIP) I engaged with clients while taking a deep dive into the consulting industry. This pre-MBA program, which I now recruit for at Deloitte Consulting, creates an experience unlike any other internship in the consulting industry, so that one may become familiar with the lifestyle, as well as the culture of the firm.

- Designed, managed and implemented a logistics plan to upgrade 170 systems that were deployed across 5 different countries in a 4-month period; hired and trained 2 field technicians- Led efforts in selecting and implementing a third party logistics vendor, an initiative that generated cost savings of more than $1M on a $55M contractor logistics support contract- Provided direct proposal support to the Program Manager for upgrades, warranties and repairs; captured and negotiated over $35M in follow-on repair contracts- Partnered with Lockheed Martin to secure a 5-year, $35M radar repair contract with the U.S. Navy; led the engineering portion of the proposal and managed a team of 12 engineers- Maintained resource-loaded project schedules and managed cost accounts to track percent completion; submitted the program’s weekly financial updates and prepared weekly forecasts

Supported the program manager in generating proposals and cost account managing for current contracts. Also provide technical support international customers

Managed cost accounts for several small radar spares contracts with the U.S. government and as well as international customers