Castle Rock Investment Partners May 2011 - May 2018
Partner
Hf Acquisition Corp/Dba Healthfirst May 2011 - May 2018
Controller
Liberty Tax Service 2011 - 2013
Franchisee
Metlife Mar 2011 - Oct 2011
Financial Services Representative
Edward Jones 2010 - 2010
Financial Advisor
Education:
The Johns Hopkins University 2004
Master of Business Administration, Masters
The Johns Hopkins University - Carey Business School 2000 - 2004
Master of Business Administration, Masters
Cornell University 1973 - 1976
Cicero - North Syracuse High School
Skills:
Strategic Financial Planning Small Business Financial Services Business Planning Investments Mergers and Acquisitions Management Financial Analysis Budgets Strategic Planning Due Diligence Business Development Retirement Finance Financial Reporting Mutual Funds Internal Controls Mergers Cash Flow Employee Benefits Real Estate Corporate Finance Financial Modeling Accounting Executive Management Insurance
2014 to 2000 dba HealthFirstCastle Rock Investment Partners Centennial, CO 2012 to 2013 Owner/OperatorMetLife Greenwood Village, CO 2011 to 2011Edward Jones Investments Castle Rock, CO 2010 to 2010 Financial AdvisorNLS Holdings, Inc Castle Rock, CO 2002 to 2009 CFO/TreasurerNLS Holdings, Inc Owings Mills, MD 2002 to 2008 CFO/Division Controller - Animal Health DivisionArmillaire Technologies, Inc Bethesda, MD 2000 to 2002 Vice President of FinanceNye Management Solutions, Inc Gaithersburg, MD 1999 to 2000 Management ConsultantRidgewells, Inc Bethesda, MD 1997 to 1999 Vice President Finance and Information SystemsUnited Linen Services, Inc
1995 to 1997 Corporate Controller/Business DevelopmentMarriott Corporation
1993 to 1995 Director of Corporate Operations AnalysisInternational Controller/Treasurer (England/Germany) 1991 to 1993Regional Controller/Director 1979 to 1991American Airlines
1976 to 1979 Operations Supervisor/Controller
Education:
Johns Hopkins University, Carey Business School 2004 MBACornell university 1976 BS
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Youtube
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