Summary of Experience:
Financial Analyst / Consultant with several years of experience in valuing privately held companies and an MBA in Finance from Loyola College in Maryland. Currently provide business valuations, financial analysis, and research for attorneys, corporations, partnerships, and limited liability companies. Strong organizational, technological, and communication skills.
Education:
American Society of Appraisers, pursuing ASA designation in Business Valuation M.B.A. Finance, Loyola College in Maryland, 2007.
B.A. Finance, Loyola College in Maryland, 2004
Experience:
Financial Analyst / Consultant responsible for supervising several team members in Ellin & Tucker’s Business Valuation Department. Daily communication with clients, financial modeling, research and analysis, technical report writing, and review. Relevant valuation and financial modeling experience includes: • Providing financial modeling and valuation work for a variety of both privately held and publicly traded clients in various industries. • Providing valuation and analysis of intangible assets and intellectual property including patents, licensing/ royalty agreements, and domain names. • Providing valuation services for securities and fractional interests including debt, preferred stock, and restricted publicly held stock, stock options, warrants, and ESOP interests. • Constructing discounted cash flow models, “what if” scenario analysis, Monte Carlo simulation models, decision trees, and trend analysis. • Providing portfolio analysis and report compilation for high net worth individuals and partnerships on a monthly, quarterly, and annual basis. • Developing lost profit, risk assessment, contract litigation, and valuation reports which have been issued to Federal Court, Circuit Court, the IRS and the SEC. • Using merger and acquisition databases such as Pratt Stats and Done Deals© and public company filing databases such as Edgar and Fetch XL on a daily basis in order to calculate valuation multiples.
