- 30+ years in investment and commercial banking and financial consulting. Led and executed numerous complex leveraged transactions.
- Co-founded Beechwood’s predecessor, The Rockland Group in 2003. Managing Director at Millburn Capital Group and Amper Investment Banking.
- Previously at Dresdner Kleinwort Wasserstein as head of the NY Leveraged Finance Group and founded the Real Estate and Public Finance Groups.
- Prior to Dresdner, served in various capacities at Fortis Capital, Citibank and PNC.
- BS and MBA in accounting from The Kelley School of Business at Indiana University.
- Holds licenses with FINRA: Series 7, Series 63, Series 27, Series 79 and Series 24.