Featured Talent

Profile

I am an experienced executive leader who combines an analytical and strategic mindset with strong financial acumen and storytelling. I am recognized for driving success in capital markets, strengthening leadership credibility, and delivering clear, strategic narratives, especially during periods of transformation. I earned the CFA charterholder designation and possess deep expertise in investor relations, financial analysis, and strategic positioning. I have experience keeping pace with the CEO and CFO, analyzing complex information, and crafting compelling narratives for stakeholders, including shareholders and the Board of Directors.

Career Highlight 1: A senior leader on a global public company’s investor relations team who, within three days, prepared the CEO and CFO to reject an unsolicited takeover attempt, resulting in a $6B increase in the final purchase price. I led the formation of the Investor Relations program to complete a $400 million equity raise at a previous employer’s de-SPAC merger.

Career Highlight 2: I led the capital budgeting, forecasting, and audit processes for approximately $1 billion in annual capital spending at a global public company. I have experience analyzing financial statements, changes in capital structure, M&A activity, and strategic plans to provide insights for over 65 quarterly earnings cycles, eight investor days, and three onsite events with six public companies.

Why Hire This Candidate (In Their Own Words): I take pride in collaborating across the organization to deliver the right solutions. I have experience as a trusted advisor to CEOs/CFOs at six public companies, shaping investor messaging and engagement to maximize shareholder value. I believe in fostering relationships both internally and externally through respect and cooperation, and I strive to act with integrity and professionalism consistently.

Strengths: (1) Goal-oriented and a self-starter, (2) Analytical and strategic-minded, (3) Team leader and collaborator across the organization, (4) Builds lasting rapport, trust, and goodwill, (5) Effective interpersonal and communication skills.

Hobbies & Personal Interests: I enjoy exercising, golfing, and traveling.

Credentials: Chartered Financial Analyst (CFA)

Industry Experience: Aerospace & Defense, Business Services, Consumer Packaged Goods, Emerging Growth Companies, Industrials, Life Sciences and Biotech, Manufacturing

Company Fit: I’ve worked for a range of company sizes, from mega-cap companies to a start-up.

Management Experience: I’ve led teams for approximately 15 years with a typical group size of 3-5 people. More recently, I’ve been an individual contributor

Software Experience: I have limited experience using SAP in the past.

Open To: Hybrid, In-office, Remote