In my role of Financial Analyst, I conduct reviews and analysis of financial statements to build a foundation for executive decision making. I also provide valuation and operational-side consulting services. My healthcare experience, prior to joining VERTESS, includes working as a CFO in the behavioral health industry, Controller for a toxicology laboratory, and Staff Accountant in a professional organization for dentists. I started my career as an auditor for Ernst & Young, working primarily with venture capital firms, and I have also held roles in the vending, hospitality, and advertising industries. I have been a key player in the M+A process from the seller and buyer side, and thus understand the operational needs and challenges of a company in an M+A phase of their life cycle.
I earned an MPA (Masters in Professional Accounting) from The University of Texas, and a BS in Business from East Carolina University (4.0 GPA). I am also a licensed CPA in the State of Texas. Other achievements include being recognized as the College of Business Outstanding Senior at East Carolina University and as the Outstanding Senior for the Beta Gamma Sigma Honor Society. I am a registered yoga teacher with the Yoga Alliance.