Finance, Treasury, Strategy, Investor Relations Professional


Master of Business Administration (MBA) from Washington University in St Louis – Olin Business School 
Focus: Strategy and Corporate Finance

Bachelor of Science (BS) in Business from California State University-Channel Islands 
Focus: Accounting, Business Management, Minor in Art

Work Experience

CEO and Founder at Unboxed Strategic Finance 
Nov 2019  – present,  Davidson, NC, USA

Unboxed Strategic Finance is a strategy consulting firm providing startups, publicly traded and private-equity portfolio companies financial, treasury, corporate finance and investor relations services to grow, scale, transform and maximize value. We use a data-driven approach to formulate strategies that unlock value and deliver best outcomes for our clients. We help companies across industries, geographies, and verticals at various life stages from series A funded startups to publicly traded large-cap companies.  

Member at National Investor Relations Institute 
2019  – present

Founded in 1969, NIRI ( is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. The largest professional investor relations association in the world, NIRI’s more than 3,300 members represent over 1,600 publicly held companies and $9 trillion in stock market capitalization

Director, Corporate Finance, Treasury and Head of Investor Relations at American Tire Distributors 
Apr 2018  – Nov 2019,  Charlotte, NC

American Tire Distributors is private-equity owned by Ares, TPG and Goldman Sachs and is the world’s largest independent tire distributor of replacement tires, generating $5 billion in revenue annually
• Hired to build out Investor Relations, Corporate Finance and Treasury functions from the ground up
• Established and led IR program and strategy formulation including calendar planning, policy, SEC compliance and disclosures, reporting reputation management, investor outreach, quarterly earnings call cycle management and execution
• Established and led Treasury operations, policies and procedures improving cash handling, cash management and positioning
• Successfully led company through Chapter 11 emergence, in coordination with equity sponsors and advisors in response to changing market dynamics
• Guided company through successful completion of $2.6B capital restructuring, refinancing all debt instruments to extend maturity and eliminate $1B in senior notes
• Led financing transaction of $1B debt-to-equity exchange, re-stacking equity ownership and saving $80M in interest per year
• Effectively managed company capital structure, cash flow, valuation and $3.6B debt portfolio comprised of ABL facility, term loan and senior notes
• Enhanced debt management through reduced interest payments, minimized debt fees and established interest hedging policy

Corporate Treasury and Investor Relations Officer at Servicemaster Global Holdings, Inc 
Jul 2014  – Apr 2018,  Memphis, TN

ServiceMaster (NYSE:SERV) is the world’s largest consumer services provider and market-leader of pest control, home warranties, residential cleaning and disaster restoration, generating $3 billion in revenue annually. Formerly private-equity owned by CD&R
• Executed company investor relations strategy post IPO; share price increased by 180% over 4 years (vs. 45% of S&P 500) through driving strategic, financial communications and targeted marketing strategy and outreach
• Successfully managed communication outreach with nine coverage analysts including top-tier investment firms such as Goldman Sachs, Credit Suisse, J.P Morgan, Morgan Stanley and broader investment community
• Created effective presentations, press releases, quarterly earnings call script and key messaging that supported IR strategy
• Organized, attended and spoke at investor conferences, non-deal roadshows, company events and investor meetings
• Led Treasury team responsible for financial strategy, capital structure and maximizing returns on capital and investments
• Oversaw $600M in enterprise liquidity, $2.8B debt portfolio, debt covenants risk and hedging activities, derivative instruments, FX optimization, interest rate swaps and cash flow forecasting
• Led company through $2.4B debt refinance and $750M senior note issuance in 2016, saving $10M (7%) of interest per year
• Recommended the financial strategy, policy and optimal capital structure to enable funding of strategic initiatives; including the recommended capital structure for American Home Shield spinoff (later renamed Frontdoor)
• Recommended capital financing on acquisitions; provided analysis, due diligence and valuation modeling
• Effectively managed relationships with banks, payment processors and vendors, driving cost savings of $200K per year

About Me

Seasoned finance leader with over 15 years of experience managing all facets of accounting and finance. Private equity operational experience working for companies backed by PE firms CD&R, Ares, TPG and Goldman Sachs. Significant business transaction and capital markets experience including leveraged debt financing, large $100 million+ acquisitions, $2.6B capital restructuring, bankruptcy financing and a successful $700 million IPO. Extensive experience driving profitable growth and revenue generation through analysis, strategic planning and execution. Detailed, yet broad strategic thinker capable of performing at all levels from transactional work to executive leadership. Entrepreneurial-minded, hardworking and positive influencer with a history of leading innovation and improvement


Project Categories

  • Financial Planning & Analysis
  • Demand Forecasting
  • Financial Modeling
  • Cost Management
  • Mergers & Acquisitions
  • Due Diligence
  • Post-Merger Integration
  • Workforce Integration Post-Merger/Acquisition
  • Value Creation Strategy
  • Strategic Planning
  • Strategic Transformation Project Management


  • Healthcare Services
  • Consumer Services
  • Manufacturing
  • Pharma & Biotech
  • Private Equity

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