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Overview
Currently at Deloitte, where I lead investor relations with a team of 29. Saved $7 million a year renegotiating vendor contracts. Ran diligence on 12 acquisitions. Before that: Bank of America and BlackRock. Travel slowly, usually by train.
Good reasons to reach out
- Working sessions on investor relations
Please don't message about
- Investment schemes
- Courses and coaching offers
- Agency or outsourcing pitches
Skills
board reportingequityfundraisinginvestor relations
Experience
- Finance ManagerOct 2023 - PresentDeloitte · 3 yr 1 mo · Full-time · Boston, MA
- Closed the books in 4 days, down from 11.
- Took forecast accuracy to within 1% for 6 straight quarters.
- Ran diligence on 6 acquisitions.
- Financial AnalystFeb 2020 - Oct 2023Bank of America · 3 yr 8 mo · Full-time · Boston, MA
- Ran diligence on 8 acquisitions.
- Closed the books in 4 days, down from 15.
- Financial AnalystOct 2018 - Feb 2020BlackRock · 1 yr 4 mo · Full-time · Boston, MA
- Saved $8 million a year renegotiating vendor contracts.
- Built the operating model the board used for a $133 million raise.
References
No references yet.
Education
- Kellogg School of ManagementMBA, Business Administration2021 - 2023
- Princeton UniversityAB, Commerce2014 - 2018
Details
Compensation expectations
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