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Director Resume

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Boston, MA

Seasoned finance professional with significant finance, communication and system sector experience seeking a temporary corporate position with a focused, growth oriented institution.

Experience Confidential Boston, Massachusetts Project Lead December 2009 – Present
  • Partnered with a series of companies and organizations regarding a variety of financial and operational issues. Assisted the senior management of these companies with a broad range of strategic, corporate finance and cross functional solution strategies.
Confidential Boston, Massachusetts Director – Mergers and Acquisitions / Corporate Advisory July 2004 – November 2009
  • Assisted in the execution of client related buy-side and sell-side mergers and acquisitions, due diligence and joint ventures within the Sovereign Bank franchise. Significant financial modeling, presentation and transaction communication skills.
  • Managed all client relationships and transaction executions. Directly interface with senior management, lending market group leaders, specialty group managers, financial sponsors and market contacts.
  • Direct interaction with client and investor senior management. Coordinate interactions between clients and corporate management throughout transaction process.
Confidential Boston, Massachusetts Vice President – Mergers and Acquisitions July 1997 – June 2004
  • Structured and processed merger and acquisition, strategic advisory and capital raising transactions with extensive experience involving a variety of public, private and sponsor backed companies. Directly responsible for coverage of the finance and insurance sectors.
  • Oversaw the preparation of detailed offering memorandum and company analysis. Perform due diligence, complex financial analysis and acquisition integration and evaluation.
Associate – Confidential
  • Exposed to a variety of Investment Banking products. Direct transaction experience in support of mergers and acquisitions, private placements, debt syndications, high yield debt, leveraged lending and asset securitizations.
Confidential. Boston, Massachusetts Associate December 1994 – June 1997
  • Worked extensively with a broad range of middle market companies. Developed complex financial models to evaluate various valuation and capital raising alternatives.
  • Prepared detailed analyses and presentations relating to a variety of capital raising and financing alternatives. Transaction experience involving initial public offerings, merger and acquisitions, private placements, leveraged buyouts, restructurings and strategic alternative studies.
Confidential Newport, Rhode Island Lieutenant (jg) – USS Clark (FFG-11) June 1991 – September 1994
  • Navigation Officer, oversaw the safe navigation of USS Clark, a 445-foot 8,100-ton guided missile frigate. Also served as ship’s Weapons Officer, managed 39 personnel and the operation of four interactive weapons systems.

Education

Confidential University Bachelor of Arts – Economics, General Science

Additional Skills/Qualifications

  • Broad theoretical and practical exposure to a wide variety of industries and technologies.
  • Well developed computer and database skills, proficient on a wide variety of software platforms and business databases.
  • Series 7 and 63 qualified.

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