CFO & Director
- CFO & Director—Scale Finance LLC—Leading Southeast provider of fractional based accounting services. 2015—Current
- Director of Finance—Skookum, Inc—Charlotte based technology & consulting firm. 2014 – Current
- Chief Financial Officer, Corrum Capital Management, LLC—Private equity, financial services firm with $3 billion in assets under administration. 2013—Current
- Chief Financial Officer, Optcapital, LLC—financial services focused executive benefits firm. $3 billion in assets under administration.
- Co-Founder, The CUT Barbershop, LLC—retail, Charlotte based startup. Created this from ground up. 57 consecutive months of profitability. 2009—Current
- Chief Financial Officer, Palmyra Capital Advisors, LLC—$300 million dollar hedge fund. Risk Manager, Chief Compliance Officer.
- Controller, Chapman Capital—$300 million dollar hedge fund. Risk Management, Chief Compliance Officer.
- Senior Accountant, KPMG—Financial statement and internal controls audits across a wide range of client sizes, and sophistication. Chicago & Los Angeles
- Clemson University, Masters of Public Accountancy
- Michigan State University, Bachelor of Science, Accounting
- California Board of Accountancy # 88298 (Feb 2004)
- North Carolina Board of Accountancy #36023 (April 2011)
- FINRA Registered Investment Advisor, Series 65, Series 27 and Series 63 (Financial and Operations Principal)