Education

Bachelor’s degree from Pennsylvania State University-Main Campus
Aug 2002 – May 2006
Focus: Finance
Activities: Graduated Cum Laude

Work Experience

Managing Director at Abbot Advisors 
Jul 2017  – present

Sample Clients: Sephora, Kraft-Heinz, Viking Cruises, Redesign Health, UPMC, Gateway/Highmark, OkCupid, AB InBev

Senior External Advisor at McKinsey 
Sep 2019  – Nov 2022,  Remote

Partnered with McKinsey to work with several large PE firms to perform commercial and financial due diligence on several deals

Interim CFO and Head of Growth at Cooks Venture 
Aug 2018  – Nov 2019

Served as Interim CFO and Head of Growth for the Co-Founder of Blue Apron’s new venture focused on higher animal welfare and regenerative agricultural practices. Growth initiatives enabled a $22M capital raise, two B2B partnerships, and build out of their rapidly growing e-commerce business

Director of Business Development and M&A at Radiology Partners 
Aug 2016  – Jun 2017

Directly impacted the growth and profitability of a now $5B+ innovative healthcare provider through the following key initiatives:
• Closed a large and complex deal adding +70 sites to the practice
• Developed the investment pitch leading to $200M equity raise 
• Drove the strategic overhaul of the master business development pitch highlighting competitive advantages and partnership benefits
• Brought new M&A financial and diligence tools to the organization

Head of Corporate Development at Ovation Fertility 
Apr 2016  – Jul 2016,  Los Angeles, CA, USA

Led strategic growth initiatives for a fertility startup including market research & analytics, refinement of their acquisition model, developed the pricing strategy of their next generation sequencing service offering as well as initiated the build out of the operational plan for their egg freezing storage program.

Global Strategy and Innovation at Ingredion 
Mar 2015  – Feb 2016

Worked directly with the Chief Innovation Officer and CMO of a $10B ingredient solution provider to deliver global business strategies to foster faster growth and profitability. Key functions included development of market intelligence, competitor mapping, customer segmentation and financial and operational gap analyses. 

Corporate Development Associate Director at General Electric (GE) 
Aug 2013  – Dec 2014

• Managed buy-side and sell-side M&A Healthcare and Energy deals throughout Latin America. Drove all deal aspects including strategic development, target identification and management, financial valuation, due diligence, transaction structuring and negotiation
• Spearheaded development of a go-to-market strategy to position regional business unit as local market leader in distributed power. Global business leadership leveraged certain aspects of plan and key outcomes to further improve strategic position of the unit outside the region

M&A Advisory at KPMG 
Jan 2012  – Apr 2013

• Led M&A sell-side and buy-side engagements, business valuations, purchase price allocations and fairness opinions for various industries and business entities across Brazil
• Implemented US-based best practices that resulted in internal operational efficiences and improved client perception

Valuation Services at KPMG 
Jul 2006  – Dec 2011

• Performed business valuations to support M&A, restructuring, financial reporting, and tax planning on behalf of technology, consumer products, industrial and financial services clients
• Valued intellectual property (e.g., patents, technology, trade names, IPR&D) as well as other intangible assets (e.g. customer lists/relationships and non-competition agreements)
• Performed technical model reviews and assessed assumptions of client-prepared Value at Risk (VAR) and mortgage amortization models
• Performed valuations of exchange-traded and OTC derivatives, including FX and interest-rate swaps and commodity futures, as well as analyzed risk measures, including option-adjusted spreads, duration, and convexity