Experience

Experience:

• Over 20 years of experience growing businesses
• Works with a wide range of industries including, information services, technology, hospitality, food service, manufacturing, warehousing and distribution.
• Experience includes accounting, finance, CFO advisory, as well as financial, operational and administrative management.
  
• Works with closely held businesses at various stages of growth on mergers and acquisitions, capital formation, financial modeling, corporate finance, capital planning, cash flow forecasting, software and systems implementation.

Education:

• Bachelor of Science in Business Administration from Boston University
• Master of Science in Taxation from Bentley University

Professional

• Certified Merger and Acquisition Advisor (CMAA)
• Black Belt in Lean Six Sigma from Virginia Business Excellence Consortium
• American Institute of Certified Public Accountants (AICPA)
  
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Certified Value Growth Advisor
• FINRA licensed Series 63 and 82