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Senior finance executive with 15+ years of progressive finance responsibilities and a consistent record of managing key financial processes that have contributed to successful business management.

Track record of leading teams of professionals in the development and implementation of analytical capabilities used to evaluate and enhance profitability, budgeting and planning, the evaluation of capital allocation, and the creation of financial control processes.

Proven ability to establish and manage key relationships with rating agencies, analysts, and investors and lead the development and execution of communication plans for company strategies and challenges.

Differentiated by the ability to leverage a broad range of finance and communication skills as a fully-rounded contributor to the senior management team, appropriately frame business issues and opportunities in their financial context and translate them into actionable objectives.

Work experience

Nov 2006Present


Citi Private Equity

Hired into the position to build out the financial discipline and processes for a business that manages approximately $13 billion of proprietary, client, pension, and employee assets invested in direct equity co-investment, mezzanine, limited partnership, and fund of fund products.  The primary areas of focus include:

  • Oversight and management of the financial activities and performance measurement of the business
  • Management of the group's general administration functions and coordination of activities across the group's investment team, investor relations, legal, and operations staff
  • Providing analytical and decision-making support and input on product and transaction structuring, business processes, and investor reporting
  • Projection of business and product financials and calculation of investor returns
  • Building and managing a quarterly process for valuing assets managed by the group that is in compliance with the fair value principals of FAS 157
  • Administration of employee co-investment funds and carried interest calculations
  • Development and implementation of key control, audit, fiduciary, and compliance policies and procedures
Nov 2000Sep 2006

Asst. Treasurer / Dir of Fixed Income Investor Relations


Led the efforts of two key functions within Corporate Treasury.

Rating Agency Relationship Management:

  • Established and managed relationships with Fitch, Moody's, and Standard and Poor's
  • Developed and executed agency specific strategies and communication plans which resulted in obtaining a rating of Aaa from Moody's for Citibank and rating upgrades for other Citigroup entities
  • Identified emerging rating issues and developed action plans to address and respond
  • Analyzed rating agency methodologies and the potential impact of company actions on ratings
  • Prepared and reviewed presentation materials, consulted and advised business management
  • Evaluated competitive position and communicated key rating agency issues to senior management
Fixed Income Investor Relations:
  • Chosen to be dedicated contact for fixed income investors
  • Expanded relationships with fixed income investors and analysts
  • Developed communication strategy and materials for presenting Citi "story" to investors
  • Provided color and perspective to investors on company and market issues
Jan 1998Nov 2000

Vice President

Associates First Capital

Managed a team of 11 analysts supporting the CFO of a $100 billion asset financial services company.

  • Analyzed and interpreted key performance drivers and trends
  • Projected company financials and key ratios and identified financial opportunities and risks to forecasts
  • Developed analytical support for rating agency and investor communication
  • Evaluated acquisitions and divestitures including valuation, funding alternatives, and financial impact
  • Selected to a core team that identified and evaluated strategic alternatives


Jan 1991Dec 1993