University of Virginia

Sahuaro High School

CFO for the largest US wholesale provider of essential marketing products, supporting a network of 55k+ value added resellers.  Products include postcards, business cards, flyers, rigid signs, banners, stickers, and labelling.  
Private equity-owned (HGGC) with ~$400 million in annual revenue.

4over

Chief Financial Officer

Zebit

GAIN Credit (formerly Global Analytics)

Global Analytics

SVP Finance and Treasurer

Capital raising - have helped raise $40 million in debt and $25 million of equity since joining

Stakeholder relations - primary contact for diligence related requests for preferred equity shareholders, debt providers and key regulatory bodies that oversee our online lending business in the UK

Financial planning & analysis - primary FP&A responsibilities for a profitable financial services company that has grown revenue ~500% since joining

Accounting and audit - oversee a staff of approximately 10 accountants in the US and India, managing audits and consolidation of multiple subsidiaries that report in three different functional currencies (GBP, USD and INR)

Treasury - primary responsibility for treasury management of a highly liquid balance sheet with major money center banks in the US and UK

Vice President of Finance

Financial Services Investment Banking Group

Areas of current focus: public and private securities underwriting, 144A private placements and M&A

Expertise: deep understanding of both consumer and commercial finance, mortgage lending, the debt and equity capital markets, capital structure / liability management, valuation, financial modeling, financial and legal due diligence, and board-level dynamics involving related party transactions

JMP Securities

Director

Associate at a Citadel-owned broker/dealer focused on agenting private equity-linked investments in publicly-traded companies (structured PIPEs)

Citadel Investment Group

Associate

Associate in the high yield leveraged finance group at NationsBanc Montgomery Securities (now Bank of America)

Brian Markworth