Dynamic partner with expertise in Mergers & Acquisitions and financial modeling. Proven ability to drive negotiations and mentor junior staff, contributing to successful investment strategies and portfolio management.
Overview
27
27
years of professional experience
Work History
Partner
PNC Mezzanine Capital
Pittsburgh
02.2013 - 11.2025
Led strategic investment initiatives to identify growth opportunities in private equity.
Analyzed market trends to inform decision-making for portfolio management.
Collaborated with management teams to develop and execute financial strategies.
Mentored junior staff in investment analysis and due diligence processes.
Drove negotiations with stakeholders to secure favorable investment terms.
Associate - Investment Banking
Raymond James
St. Petersburg
05.2003 - 08.2003
Assisted with customer requests and answered questions to improve satisfaction.
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
Associate
PNC Equity Management
Pittsburgh
07.2000 - 08.2002
Analyzed data to support decision-making and enhance operational strategies.
Collaborated with teams to streamline project workflows and improve efficiency.
Coordinated meetings and communications among cross-functional teams effectively.
Analyst & Senior Analyst
Parker/Hunter Incorporated
Pittsburgh
06.1998 - 07.2000
Analyzed market trends to support strategic decision-making processes.
Collaborated with cross-functional teams to enhance project outcomes and communication.
Conducted data analysis using advanced statistical tools to inform business strategies.
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