Professional Focus

• More than 25 years’ experience in all aspects of finance, with deep expertise in M&A, treasury, strategic planning, financial planning and procurement
• Leadership roles in Fortune 100 consumer products companies and bulge bracket investment banks
• Proficiency in key areas of talent and organizational management, including change management, control processes, team building and productivity, as well as corporate governance
• Multicultural mindset, with background living in working in cities across the U.S. and various countries including Mexico, U.K., Brazil, Colombia, Venezuela and Germany
• Fluent in English, Spanish and Portuguese

Business Expertise

• Senior Director Corporate Finance at Daymon Worldwide, private brand developer and retail services provider; led recapitalization and sale to private equity investors
• Prior roles include Director of Financial Planning, Global Procurement at PepsiCo; Senior Manager, Corporate Treasury; Finance Manager, Mid-Atlantic Region; Group Manager, Strategy and Business Development; and Finance Manager, Mergers and Acquisitions
• Director of JP Morgan Lab Morgan, start-up funded by Lab Morgan and Michael Dell
• Senior Associate, Mergers & Acquisitions at Credit Suisse First Boston
• Capital Markets Associate at Merrill Lynch
• Analyst at Bankers Trust, co-founded Latin America M&A practice

Practice Expertise

• Financial Services
• Banking & Capital Markets
• Consumer & Retail
• Consumer Products
• Private Equity & Venture Capital

Education & Certifications

• MBA from the Wharton School at the University of Pennsylvania
• MA in International Studies from the Lauder Institute at the University of Pennsylvania
• Bachelor’s degree in Finance from Boston University
• Management Training: Center for Creative Leadership, Colorado Springs, CO