2016-Present Managing Partner, Gattie, Fladger & Co., Lincoln Park, NJ
- Lead team providing strategic consulting services and communicating recommendations strongly supported by data analytics
- Team has experience in industries including securities trading, energy trading and provision, finance, real estate, insurance and health care
2011-2014 The University of Alabama, Tuscaloosa, AL
Coursework in pursuit of Doctorate in Economics (degree incomplete)
- UA/SAS Data Mining Certificate
2005-2009 Director of Acquisitions/Portfolio Manager, Yale Realty Services Corp., Pleasantville, NY
- Responsible for assessment of potential property purchases and development opportunities, inclusive of economic, demographic and asset specific analyses
- Manager of portfolio containing 20 retail shopping centers in six states with a gross lease-able area of over one million square feet with a high degree of autonomy
- Oversaw numerous major renovation and redevelopment projects throughout portfolio
2005-2006 New York University, Real Estate Institute, New York, NY
Graduate Certificate in Real Estate
2004-2005 Business and Strategy Consultant, EMG Consulting, Wayne, NJ
- Provided business and financial advisory services
- Clients primarily operating in derivatives trading space
2002-2003 Equity Derivatives Sales Trader, Alfred R. Minafo Inc., New York, NY
- Managed and executed broad spectrum of equity derivatives transactions on the trading floor of the American Stock Exchange
- Developed and maintained working relationships with institutional clients, with responsibility for daily client contact and valuation of full spectrum of products
2000-2001 Associate, Investment Banking Division, Houlihan Lokey Howard & Zukin, Chicago, IL
- Evaluated client strategic alternatives and value through financial analyses and competitive landscape assessments
- Managed wide range of transactions, including merger and acquisition opportunities, restructuring engagements, private equity valuations, ESOP equity valuations and solvency opinions
- Developed complex models to analyze pro forma merger and acquisition consequences and value involving both the target company and potential acquirers under alternative financing structures
- Formulated and organized client presentations and worked closely with senior officers to discuss analyses and recommendations. Collaborated with clients’ senior management during all stages of transaction execution
1998-2000 The University of Chicago, Graduate School of Business, Chicago, IL
Master of Business Administration – Concentrations in Finance and Accounting, GMAT 700
- Student elected Vice President, Business Students Association
- Selected to be Facilitator for 1999 – 2000 Leadership Exploration And Development program
- Chicago Business writer
Summer 1999 Summer Associate, Investment Banking Division, George K. Baum & Co., Kansas City, MO
- Evaluated client strategic alternatives through strategic, financial and valuation analyses
- Participated on project teams executing transactions for external clients and proprietary merchant banking fund
1996-1998 Strategic Analyst, Corporate Strategy Group, Merrill Lynch & Co., New York, NY
- Analyzed potential acquisition candidates and competing firms
- Worked on advisory teams that structured and recommended a broad range of business strategies to the Executive Committee and directors of individual business units. Specific engagements included Equity Capital Markets, Global Technology and Asset Management
- Worked on team tasked to produce statistical analysis of macroeconomic and securities industry trends
1994-1996 Equity Trade Support Specialist, Equity Capital Markets, Merrill Lynch & Co., New York, NY
- Responsible for analysis and elimination of undesired market exposure in both foreign and domestic equity products, including ADRs, warrants, and rights
1990-1994 Bucknell University, Lewisburg, PA
Bachelor of Science – Business Administration – Major in Management, Minor in Religion
- Developed and organized first campus Multi-Cultural Awareness Day
Software Skills
- Highly proficient in all Microsoft Office applications, expertise with Excel