With over 34 years of experience in the capital markets and investment banking industry, I am a partner at Global Strategic Finance, LLC, a Denver-based advisory and investment banking firm that serves the global middle market segment. My credentials include an MBA in Finance and International ...more

With over 34 years of experience in the capital markets and investment banking industry, I am a partner at Global Strategic Finance, LLC, a Denver-based advisory and investment banking firm that serves the global middle market segment. My credentials include an MBA in Finance and International Business from Fordham Gabelli School of Business, and a Series 7, 63, 31 licenses. My core competencies include capital raising, strategic consulting, mergers and acquisitions, and family office advisory. I have a passion for finding and creating opportunities in less trafficked areas, such as food, energy, and infrastructure. I have a proven track record of creating value for businesses, investors, and sponsors, by understanding their needs, creating metrics, and matching them with partners who can help them achieve their objectives. I have also published articles on specialty finance and fiscal cliff opportunities, demonstrating my domain expertise and thought leadership.less