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Talent You Won't Find Anywhere Else

D.T. (Boston, MA)

  • Finance professional with expertise in investor communication, FP&A, financial modeling, underwriting, transactions, and strategic planning.
  • Currently providing FP&A and CFO services for early-stage companies, managing cash flow, financial modeling, and investor communication.
  • Co-founder of a self-storage and moving business, achieving $1M+ run-rate in four months, securing equity investments, and leading investor communication.
  • Past experience as Senior Finance and Investment VP at a private equity firm overseeing a $450MM portfolio, managing property operations, launching investment funds, and achieving substantial asset value growth.
  • Proficient in business strategy development, financial modeling, team leadership, and marketing strategy formulation.
  • MBA from F.W. Olin Graduate School of Business at Babson College; Chartered Financial Analyst (CFA) certification.

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