Featured Talent

Profile

Corporate-finance leader with experience spanning Investor Relations (IR), Strategy, and Financial Planning & Analysis (FP&A), plus CEO accountability through a full company sale. I ran the end-to-end sell-side process—data room, diligence, deal execution—and then led post-close integration of technology and migration of customers to the acquirer. Earlier roles in equity capital markets sharpened my ability to translate numbers into clear narratives for boards, investors, and operating leaders. St. Louis–based; enthusiastic about an on-site corporate finance role.

Career Highlight 1: As CEO and founder, I orchestrated and closed the sale of Truck Driver Power; managed diligence, negotiated terms, and led post-close tech integration and customer migration to the acquirer.

Why Hire This Candidate (In Their Own Words): Tested operator: Led a company sale from readiness through close; executed post-merger integration and customer migration.

IR + Strategy + FP&A: Build forecasts, budgets, and KPI dashboards; craft investor messaging; align capital allocation to strateg AI-enabled finance: Use modern AI tools (e.g., Cursor AI + OpenAI Codex) to automate and accelerate data analysis, board materials, and recurring reporting.

Strengths: Investor Relations • Corporate Strategy • FP&A (planning, budgeting, forecasting) • Executive communication & board reporting • Data/KPI design • AI-assisted analysis & automation • M&A sell-side readiness & post-close integration • Operational efficiency

Hobbies & Personal Interests: Lap swimming and Peloton • Learning about markets, strategy, and AI • Exploring St. Louis with my wife and two young sons • Building AI-powered productivity tools

Education: MBA, Wash U

Credentials: MBA from Washington University in St. Louis (Olin Business School)B.A. from Bucknell University (Majors: Economics & Political Science)

Industry Experience: Banking, Business Services, Capital Markets, Emerging Growth Companies, Financial Services, Fintech, Logistics & Transport, Private Equity, R&D, Software, Technology, Wealth Management

Company Fit: Small (founder/CEO) • Mid-market (160 Driving Academy) • Large (Sigma-Aldrich, E*TRADE, Bank of New York ConvergEx)

Management Experience: ~9+ years people leadership (CEO + post-acquisition product/ops). Managed multi-disciplinary teams and vendors; led cross-functional initiatives with finance, product/engineering, sales, and operations. Peak direct reports would be in the 20’s.

Software Experience: QuickBooks Desktop Enterprise & QBODB Sync connector between QuickBooks Desktop Enterprise and SalesforceHubSpot CRM integrations with backend databasesOracle interaction in an FP&A capacity

Open To: Hybrid, In-office, Remote