Background

Experience:

• Over 20 years of experience in public and private accounting
• Chair of the Private Equity and Venture Capital Services Group
• Co- Chair of the Renewable Energy Services Group
• Works closely with private equity and venture capital firms in meeting both back office and portfolio company needs
• Assists clients looking to obtain debt and equity financing
• Experienced in assisting clients in evaluating investment opportunities as well as hands on experience during the pre and post transaction process
• Audit and consulting experience with clients in a variety of industries including renewable energy, private equity, construction, casino gaming, auto dealerships, manufacturing, distribution, forensic accounting and employee benefit plans
• Assists clients in the evaluation of internal controls, fraud examination and forensic accounting engagements

Education

• Bachelor of Science in Business Administration, University of Rhode Island
• Master of Science in Business Administration, University of Rhode Island

Professional

• American Institute of Certified Public Accountants (AICPA)
• Massachusetts Society of Certified Public Accountants (MSCPA)
• Rhode Island Society of Certified Public Accountants (RISCPA)
• Association of Certified Fraud Examiners (ACFE)
• Association for Corporate Growth (ACG), Past Boston Chapter President
• ACG National Board of Directors - Director at Large
• ACG Deal Hunters, past committee member
• Turnaround Management Association (TMA), Board member and RI Satellite Chair
• Leadership Rhode Island 2010 Zeta II Class
• Providence Business News 2012 40 Under Forty
• TryRI, past Co-Chair
• Providence College, past adjunct professor
• Johnson & Wales University, past adjunct professor

Community

• RENEW Energy Initiative, past board member and training committee chair
• Leukemia and Lymphoma Society, RI Chapter, past nominating committee member, past vice president of the board of trustees

Recent Articles

• How to Effectively Balance Growth and Profitability in Your Business
• Developing Supply Chains You Can Count On
• Year-in-Review: 2022 Private Equity Update
• Have Your Company’s Forecasting Techniques Kept Up with the Times?
• Fed Hikes Interest Rates – How Does This Impact Your Business Financing Decisions?