With more than 25 years of financial services experience, I specialize in valuing business enterprises, legal entities, debt and equity securities, intangible assets and intellectual property for the purposes of tax planning and reporting, financial reporting (fair value accounting under ASC 820), merger and acquisition planning, strategic planning, tax reorganizations and restructurings.

Currently, I am a Director of Business Valuation at Hancock Advisors where I lead valuation assignments for clients across multiple industries including family-owned businesses, private equity backed companies, middle market businesses, law and accounting firms, and large publicly traded multinational companies, including Fortune 500 organizations.

I analyze and value intangible assets and provide clients with advisory services related to transaction in accordance with ASC 805 (and IFRS 3) purchase price allocations; reporting units in connection with impairment testing pursuant to ASC 350 (and IAS 36) , and valuing equity securities issued as compensation pursuant to FASB ASC 718 / IRC 409A; legal entities for internal tax reorganizations, tax planning and reporting, equity securities for gift and estate tax and business planning purposes; complex preferred equity instruments; and general finance consulting.

Prior to joining Hancock Advisors, I provided valuation and financial advisory services at Ernst & Young, PricewaterhouseCoopers, LLP, and Zyla Valuation Advisors LLC. I also served as Director of Business Management for ING’s Investment Management Division (now Voya). I began my career with The Bank of New York as Assistant Treasurer and served AT&T as a manager in project financing.