Team member with a Top 15 private management consulting firm’s Strategy & Integration service line specializing in due diligence, quality of earnings, transaction advisory,...more strategic business planning and development, financial modeling and analysis, financial and operational assessments.
Responsible for active management of engagements with healthcare, investment banking, and law firm clients across the US, and the coordination of cross-functional internal teams to meet client needs.
Member of the LaPorte wealth management team overseeing performance of a $400,000+ portfolio. Responsible for research of investment opportunities technical analyses and evaluation...more of strategic investment opportunities. Generated quarterly and ad hoc performance reports and presentations to the LaPorte Investment Board. Bloomberg Master certification earned September 2014.
Tennessee Organization of MBAs (TOMBA) - Vice President of Finance and Treasurer
2014 (about 1 month)
Class-elected executive responsible for management of treasury and oversight of financial operations for the organization
Marketing team member tasked with revival of marketing department for a 30+ year old management consulting firm. Responsible for analysis of historical marketing spend, performance...more metrics, and evaluation of business opportunities.
Efforts resulted in a 50% increase above projected 2013 inquiries and company-wide initiatives; launch of new website and service line launch for big data analytics, sustainability, performance improvement, and renewed seminar business.