- CFO & Transaction Advisor, Scale Finance LLC
- Managing Director, Emerald Capital Advisors, LLC: Independent consultant to small- and medium-sized businesses
- Senior Vice President, Wachovia Corporation: Head of Corporate Tax Consulting Group; Transaction Manager, Corporate Treasury Division – responsible for designing and implementing multi-billion dollar capital raising and investment transactions
- Manager, Ernst & Young, Mutual Fund & Hedge Fund Tax Services Group
- Manager, First Data Investor Services Group, Mutual Fund Administration Group
- Senior Accountant, Arthur Andersen LLP
- Northeastern University, Masters of Science in Taxation
- Bentley University, Bachelors of Science in Accountancy
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