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 History
Work History
Jan 2015 - Present
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 2013 - Dec 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 2013 - Mar 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 2012 - Jan 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 2008 - Aug 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 2006 - Jun 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
Education
Aug 2011 - May 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 2002 - Jun 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
Certifications
Apr 2013 - Present
Investment Banking Representative (Series 79)
FINRA
May 2013 - Present
Securities Agent (Series 63)
FINRA