Over 29 years of investment banking and consulting experience. Closed transactions exceeding $400 billion across energy, utilities, industrials, media/telecom, and healthcare. Former Investment Banker at JP Morgan and BMO Capital Markets.
Over 14 years experience with start-up companies. Specializes in business plans, capital raising, cost reductions, and due diligence. MBA from Kellogg School of Management at Northwestern University.
Brings innovation and passion from Silicon Valley plus Strategic Planning expertise from blue chip firms including Adobe, Schwab, Visa USA, Merrill Lynch, and Prudential Financial.
Specializes in compliance consulting for hedge funds, registered investment advisors, and broker-dealers. Provides litigation support and expert witness services in securities-related arbitrations.
