Accomplished finance executive with over 20 years of delivering mission-critical results. Offering complex and nuanced financial analysis, with an entrepreneurial attitude. Highly proficient in strategy and profit optimization.
Overview
24
24
years of professional experience
Work History
Senior Financial Analyst
Harley Davidson Inc
Milwaukee, WI
11.2024 - Current
Provide technical expertise in developing complex financial models that forecast company growth.
Analyze financial data to identify trends, patterns and strategies.
Present findings to executive team highlighting areas of risk exposure and opportunities for improvement.
Collaborate with cross-functional teams to develop annual operating budgets and long-term strategic plans.
Founder & CEO
INDIE GOODS MARKET
Raleigh, NC
07.2016 - 07.2020
Built resource allocation models to optimize capital budgeting decisions.
Developed business trend forecasts, budgets and operational plans.
Devised organizational vision, mission and foundational structure to facilitate early growth.
Raised capital from corporate and individual investors.
Cultivated and maintained more than 350 supplier partnerships.
Adjunct Finance Professor
MARQUETTE UNIVERSITY
Milwaukee, WI
01.2016 - 06.2016
Developed lesson plans and instructional materials covering financial analysis, forecasting, and modeling.
Delivered course lectures using modern technology to enhance student comprehension.
Mentored upperclassmen to successfully transition from university into banking and institutional trading careers.
Developed custom course syllabus outlining standards, material, grading and progression for students.
Head of Research
INSTITUTE FOR SENSIBLE ECONOMICS
Chicago, IL
01.2014 - 12.2015
Supervised data collection, data quality, analysis, evaluation and dissemination for research projects.
Maintained relationships with diverse stakeholders and key clients.
Directed and prioritized research department funding.
Served as principal investigator on major research studies by designing and initiating new studies.
Senior Vice President
JEFFERIES AND CO - INVESTMENT BANK
Chicago, IL
07.2012 - 12.2013
Directed a global trading and brokerage group.
Liaised with various middle office departments including Legal, Compliance, Finance, and Risk Management.
Handled budgeting and forecasting for a +$100M group.
Developed and launched innovative financing and arbitrage trading products through initial concept to market.
Collaborated with government oversight agencies to design balance sheet stress testing and reporting.
Engineered trade and risk management strategies for institutional clients.
Director of Global Metals
SOCIÉTÉ GÉNÉRALE
Chicago, London, UK
06.2008 - 06.2012
Co-directed the world’s leading Base Metal trading and brokerage group.
Headed international business development and growth.
Managed a $150M annual budget, $10 billion investment envelope, and staff in six countries.
Financial and performance analysis of commercial and fund clients.
Designed fund activity KPI's.
Participated in several governmental regulatory committees (e.g. Basel II Committee) advising governmental oversight agencies on new regulation strategies.
Financial Analyst
CRÉDIT AGRICOLE
Chicago, London, UK
07.2003 - 06.2008
Analyzed financial data to identify trends, patterns and strategies.
Compiled analytical data into reports.
Monitored and analyzed key performance indicators and financial ratios.
Created PowerPoint presentations to illustrate business performance against goals.
Researched and analyzed data trends and recommended client strategies.
Internal Auditor
Credit Agricole
Chicago, IL
07.2001 - 07.2003
Completed comprehensive audits of financial and business control systems and operational frameworks.
Drafted audit reports to display findings.
Collaborated with management to address all major risks.
Worked with external audit professionals and prepared documentation of process evaluations.
Education
Master of Business Administration - Financial Engineering And Economics
University of Chicago Booth School of Business
01-2008
Bachelor of Science - Finance and Economics
Marquette University
2001
Skills
Financial Analysis
Portfolio modeling
Revenue Generation
Strategic development
Financial Engineering
AI integration
Client relationship building
Tableau R MS Office Suite SQL SAS VBA
Affiliations
Mentor at the University of Chicago Polsky Center for Entrepreneurship and Innovation from 2018 to 2020.
Timeline
Senior Financial Analyst
Harley Davidson Inc
11.2024 - Current
Founder & CEO
INDIE GOODS MARKET
07.2016 - 07.2020
Adjunct Finance Professor
MARQUETTE UNIVERSITY
01.2016 - 06.2016
Head of Research
INSTITUTE FOR SENSIBLE ECONOMICS
01.2014 - 12.2015
Senior Vice President
JEFFERIES AND CO - INVESTMENT BANK
07.2012 - 12.2013
Director of Global Metals
SOCIÉTÉ GÉNÉRALE
06.2008 - 06.2012
Financial Analyst
CRÉDIT AGRICOLE
07.2003 - 06.2008
Internal Auditor
Credit Agricole
07.2001 - 07.2003
Master of Business Administration - Financial Engineering And Economics