I’m inspired by the perseverance entrepreneurs show in pursuit of their dream and am focused on supporting their journey by serving them as a financial advisor (Olivehurst Advisors) & CFO (Tailored Partners).Olivehurst Advisors is a fee-only, independent fiduciary advisor focused on guiding entrepreneurial leaders in personal financial stewardship.Through Tailored Partners, I serve as a fractional CFO & strategic consultant partnering with CEOs, Boards & leadership teams to support decisions on growth, risk, fundraising & allocation through to exit.On Wall St & as a CFO, I’ve enjoyed focusing on identifying then positioning enterprises to unlock value through strategic financings & growth initiatives - working closely with leadership teams, Boards, investors & cross-functionally within organizations to communicate clearly and build engagement & alignment to achieve goals. I’ve held leadership roles at global investment banks & dynamic growth companies and am adept in corporate & startup environments with experience spanning the US, UK/EU, Asia & Africa.On Wall St, I’ve led public/private capital raises and M&A transactions to provide access to capital or realize a return on investment. As an equity analyst, I covered consumer-retail stocks at Goldman Sachs in New York, helping to lead Zipcar's $1.1 billion IPO. In total, I’ve covered over 50 leading public/private companies as an investment banker & equity analyst/associate advising on IPOs, block trades, equity raises, high yield debt financings, acquisitions & restructurings.As a CFO, I’ve brought an analytical lens to help leadership team’s understand risk & evaluate opportunities, working collaboratively to plan for & deliver on strategic initiatives. I’ve served as CFO across a range of industries during high sales growth phases, VC fundraising & an exit to PE.I’ve worked closely with Boards to advise on financial planning, value identification, investor positioning & exit strategy, preparing & presenting financial plans to support capital raises or deployment of cash towards strategic investment & hiring goals.I'm a CFA charterholder, Certified Management Accountant, CERTIFIED FINANCIAL PLANNER® professional, received my MBA from the University of South Carolina & majored in music business at Middle Tennessee State University near Nashville.Note: Olivehurst Advisors LLC is an Investment Adviser offering services in California & in other jurisdictions where exempt from registration. Please see our important Disclosure information & Privacy Policy at www.OlivehurstAdvisors.com.
Listed skills include Investment Banking, Equity Research, Ipo, Securities, and 25 others.
