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M.P. (North Shore, MA)

  • 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

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