Over 15 years corporate finance and M&A experience to include sell-side advisory, buy-side advisory, spin-offs and valuations. In addition to M&A, C-level operational experience as turnaround CEO for an online training company with end result being fully-valued exit to a strategic buyer and as co-founder of lead generation company focused on financial services and for-profit education with a successful exit to a strategic buyer. Holder of Series 7, 63 and 79 securities licenses.