


Managing Director
Equity Analysis & Strategy
2009 – Present
Professor
Hult International Business School
2008 – Present
Business Strategy, Performance Measurement, Strategic Valuation
Founder
The Center for Strategy, Execution, and Valuation
2002 – Present
Clinical Professor of Business Strategy
DePaul University
1998 – Present
Director
Credit Suisse
2002 – 2008 (6 years)
HOLT Division of Credit Suisse
Senior Principal
Diamond Technology Partners
2000 – 2002 (2 years)
Business Strategy and Business Plan Development, Digital/Technology Strategy, Performance Measurement and Valuation
Manager/Director
Deloitte/HOLT, HOLT Alliance Services
1997 – 2000 (3 years)
Manager
American Express Tax and Business Services
1993 – 1997 (4 years)
Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Technology
1996 – 1999
Waterville High School
1988 – 1988
DePaul University
BS Accountancy, CPA, Accounting, Finance
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