WorkFinance Executive Building Innovative Companies
Industry Finance / Banking / Insurance
About Track record as finance/management executive, venture capital provider and investment banker:
• COO of fund valuation company growing from zero to over $125M in assets valued.
• CFO of finance company through period of 10x growth.
• CFO of award-winning educational software company.
• Have completed over $150M in M&A, IPO and financing transactions.
• Company financings include: Redknee, ThoughtWire, ClearFit, Wealthsimple
• Banking & risk management processes (OLG,LCBO, Loblaws, Ontario Gov't)
• Mentored eight investment managers on best practices in financial analysis