Swivel
Vice President - Finance and Administration
Spiceworks Aug 2015 - Aug 2019
Vice President - Finance and Accounting
Ezcorp Dec 2012 - Aug 2015
Vice President - Corporate Finance
Raymond James Jun 2011 - Oct 2012
Associate - Investment Banking
Raymond James Feb 2004 - Jun 2011
Senior Associate - Equity Research
Education:
University of Chicago Jun 2009
Master of Business Administration, Masters
The University of Chicago Booth School of Business 2006 - 2009
Master of Business Administration, Masters, Marketing, Statistics, Finance
University of Wisconsin - Madison May 2002
Bachelors, Bachelor of Business Administration
Wisconsin School of Business 1997 - 2002
Bachelors, Bachelor of Business Administration, Real Estate, Economics, Investment Banking, Finance
Cfa Institute
Skills:
Corporate Finance Financial Modeling Valuation Finance Mergers and Acquisitions Financial Analysis Strategic Planning Business Strategy Forecasting Capital Markets Investments Financial Planning Equity Research Strategy Investment Banking Analysis Strategic Financial Planning Private Equity Due Diligence Accounting Asset Management Management Leadership Business Intelligence Financial Reporting Treasury Management Organizational Restructuring Financial Restructuring Treasury Investor Relations Restructuring Business Analytics Post Merger Integration Corporate Fp&A Capital Structure Liquidity Management Statistics Budgeting Cash Flow Performance Management Financial Accounting Generally Accepted Accounting Principles Business Process Improvement Executive Management Debt and Equity Capital Raising Debt and Equity Financing Chartered Financial Analyst Capital Raising Financial Systems Budgeting and Forecasting Portfolio Management Equities Securities Series 7 Marketing Strategy Financial Services Fixed Income Analytical Skills
Raymond James & Associates - Equity Capital Markets Austin, TX Jun 2011 to Oct 2012 Associate - Investment BankingRaymond James & Associates - Equity Capital Markets Chicago, IL Jun 2006 to Jun 2011 Senior Associate - Equity ResearchRaymond James & Associates - Equity Capital Markets Chicago, IL Feb 2004 to Jun 2006 Associate - Equity ResearchStrong Financial Corporation - Retail Services Organization Menomonee Falls, WI May 2002 to Feb 2004 Preferred Client Financial Planning and Sales SpecialistLucent Technologies - Corporate Finance Organization Township of Warren, NJ Jun 1998 to Aug 2001 Corporate Finance Intern - Mergers and Acquisitions
Education:
The University of Chicago - Booth School of Business Chicago, IL 2006 to 2009 MBA in Finance, Marketing, StatisticsThe University of Wisconsin - Madison Madison, WI 1997 to 2002 BBA in Finance, Investment & BankingThe University of Wisconsin - Madison Madison, WI 1997 to 2002 BBA in Real Estate and Urban Land Economics