Trueaccord
Chief of Staff
Figure 1 Nov 2019 - Mar 2020
Senior Director, Finance and Investor Relations
Medley Management Inc. Feb 2016 - Nov 2019
Principal
Medley Management Inc. Apr 2014 - Feb 2016
Vice President
Wells Fargo Securities Jun 2012 - Apr 2014
Associate, Leverage Finance
Education:
Santa Clara University 2002 - 2006
Bachelors, Entrepreneurship, Finance
Skills:
Financial Analysis Financial Modeling Capital Markets Finance Valuation Corporate Finance Portfolio Management Investment Banking Investments Lbo Debt and Equity Capital Raising Credit Analysis Leveraged Finance Due Diligence Banking Commercial Banking Mergers and Acquisitions Private Equity Credit Equities