Location:
175 Federal St, Boston, MA 02110
Work:
Northwestern Mutual
Financial Advisor
Colchester Partners Llc
2011 - 2018
Strategic Advisor and Investment Banker
Vivox
2011 - 2018
Director of Strategy and Business Operations
J.p. Morgan
2009 - 2011
Senior Associate  Hedge Fund Services
Ey
2007 - 2009
Assurance and Advisory Business Services
Education:
Bentley University 2007 - 2008
Master of Science, Masters, Accountancy, Accounting
Bentley University 2003 - 2007
Bachelors, Bachelor of Science, Accounting, Law
Marblehead High School 1999 - 2003
Skills:
Fixed Income, Financial Modeling, Valuation, Cpa, Equities, Financial Analysis, Private Equity, Corporate Finance, Mergers and Acquisitions, Finance, Investments, Investment Banking, Analysis, Due Diligence, Accounting, Financial Services, Mergers and Acquisitions, Cross Border Transactions, Financial Advisory, Financial Planning, Acquisition Integration, Succession Planning, Corporate Development, Financial Forecasting, Deal Structures, Financial Structuring, Financial Accounting, Business Development, Financial Reporting, Fundraising, Deal Execution, Deal Strategy, Strategic Planning, Business Strategy, Strategic Partnerships, Strategic Leadership, Strategic Consulting
Certifications:
License 595A9C4S
Cfa Institute, License 595A9C4S
Cfa Institute Ce Program 5 Year Milestone
Cfa® Charterholder Badge