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Driven and creative professional with a broad base of experience in finance and financial operations, and a track record of success in project management roles

Work experience

Jan 2015Present

Vice President

HighBank Advisors LLC

Baltimore, Maryland

Primary role is to act as project manager on M&A and other financial advisory assignments under oversight from Managing Directors.

  • Closed 8 sell-side and capital placement transactions as deal manager or lead associate, totaling greater than $75 million in transaction value; held supporting role in an additional $150 million in closed transaction value.
  • Completed numerous company valuation advisory reports, including fairness opinions, estate valuations, and strategic options analyses.
  • Designed complex financial models for leveraged buyouts, 13-week projected cash flow, pro forma growth forecasts, valuation analysis (discounted cash flow, transaction and public company comparables, weighted average cost of capital, discounts for lack of marketability and control).
  • Drafted numerous confidential information and financing memorandums delivered to prospective acquirors and investors.
  • Created company pitch materials, including credentials, strategic positioning in the market, as well as preliminary buyer analysis and valuation feedback.
  • Developed company standard materials for onboarding and training of new associates and analysts.
Jun 2013Dec 2014

Associate

HIGHBANK ADVISORS LLC

Baltimore, Maryland

Primary role was supporting Vice Presidents in all aspects of the M&A process, including financial modeling, creation of marketing materials, initial buyer discussions and negotiations, and assisting in closing processes.

  • Promoted to Vice President in 18 months due to strong accounting and technical skills, work ethic, and positive client feedback.
Jan 2013Mar 2013

Interim Chief Financial Officer

OpiaTalk

Baltimore, Maryland

  • Worked closely with leadership team to benchmark, forecast, and project a robust financial model.
  • Established financial KPIs and metrics of success for a Software-as-a-Service business.
  • Revised pricing model to more quickly stabilize cash flow while increasing monthly recurring revenue (MRR).
May 2012Jan 2013

Business Development Internship

Windsor Healthcare Equities, LLC

Baltimore, Maryland

  • Reported directly to Vice President Developed hospital prospect binders including financial statement analysis, ratios, offering statements, and summary/SWOT analyses; presented results and written analyses to VP of acute care market.
  • Created list of long-term care facilities along the East Coast from state health department records and assisted VP of long-term care identify prospects and build market competition assessments from list.
  • Assisted Principals, VPs and analysts in creating RFP responses and presentations for prospective deals.
Jul 2008Aug 2011

Retirement Plan Coordinator

T. Rowe Price

Owings Mills, Maryland

  • Oversaw daily operations for multiple $500 Million retirement plans, ensuring compliance deadlines were met, payroll contributions were invested correctly and plan participants' data were accurate.
  • Maintained all plan processes and documents, reviewing and updating when appropriate, and ensuring that clients operated in accordance with the Internal Revenue and Department of Labor regulations.
  • Designed, created and provided custom reports to assist clients with daily operations as well as 401k plan audits.
  • Redeveloped multiple courses for on-boarding program for new hires in the department in order to ensure content remained up to date with best practices.
  • Partnered with Retail Sales in developing client retention and employee programs, resulting in a significant increase in annual client retention from retirement plans to our retail group.
Nov 2006Jun 2008

Operations Services Representative

T. Rowe Price

Owings Mills, Maryland

  • Initiated project to track processing errors for new hires. Resulting data was used in decision by management to update training process.

Education

Aug 2011May 2013

M.B.A.

University of Maryland Robert H. Smith School of Business

College Park, Maryland

  • Academic Achievement Award (Top 5% of Graduating Class)
  • New Markets Venture Fund Associate
  • MBA Association VP of External Relations
  • Economics Department Graduate Research Assistant
Aug 2002Jun 2006

B.A. Economics

LOYOLA UNIVERSITY MARYLAND

Baltimore, Maryland

  • Presidential Scholarship
  • Mentor, Honors Program (2004-2006)
  • President, Italian Club (2005-2006)
  • Study Abroad Program - University of Auckland (New Zealand)
  • Intramural Sports

Certifications

Apr 2013Present

Investment Banking Representative (Series 79)

FINRA
May 2013Present

Securities Agent (Series 63)

FINRA