Finance professional with 25+ years’ experience in wealth management operations for multi-family office, private equity, and large corporate firms including Putnam and Fidelity
In-depth experience in small business financial controls including cash management, tax analysis and auditor oversight, deal analysis, IT implementation, debt management, and due diligence
Additional experience in small firm operations strategy spanning partnerships, valuations, LLC terms and investor/board reporting as well as performance measurement and system compliance in large firm environments
In most recent role established new legal entities and created employee equity plan, led financial analysis during 2-year sale process (due diligence, financial modeling, partnership restructuring, and deal execution), and developed annual financial plan and strategic initiatives
B.S. in Economics from Fitchburg State University and M.S. in International Economics from Suffolk University