across multiple industries and all parts of the capital structure
providing sound financial and operations counsel to inform decision-making.
Ran day-to-day back office operations for Portfolio Manager
Monitored portfolio activity to confirm trade veracity and margin requirements
Coordinated all operational compliance, SEC investor reporting, and financial audit
Responsible for risk management including all hedging activities and insurance
Maintained all SEC Registered Investment Advisor’s investor capital accounts and returns
Managed the finance group
cbi Laboratories, Inc- Led three financings and assisted on another for working capital facilities and term loans
cbi Laboratories, Inc- Served as the interim CFO for nine months
Veritex Holdings, Inc- Functioned as CEO’s associate from inception of investment thesis from financial modeling, strategic planning, platform fundraising and due diligence, through platform close
Oversaw the execution of over 1,000 BN MMbtu of natural gas swap contracts and over $600 MM of interest rate swap contracts (ISDA counterparties)
Led insurance RFP to change brokers resulting in expanded and right sized coverage for over $1MM premium savings on an as-is basis
Advised middle-market and large capitalization companies on strategic alternatives, mergers & acquisitions, and debt financings
Extensive modeling experience comprising merger and acquisition valuations