Turning Point Financial Life Planning

Founder & Financial Planner

Stamps.com

• Led diverse financial and analytical projects to evaluate ☞ growth & acquisition strategy; 
  ☞ new product development & pricing; ☞ customer retention and user base monetization
• Efficiently distilled complex products and contractual mechanisms into financial models
• Effectively translated sophisticated models into digestible and actionable recommendations
• Led implementation of initiatives to drive revenue growth, collaborating with coworkers at all levels of the organization

Senior Director, Strategy & Pricing

Young Innovations (NASDAQ: YDNT)

Recruited by CFO, a former Baird colleague, to help execute growth strategy

Overhauled preparation process and materials for quarterly board of directors’ meetings resulting in increased transparency, completeness and consistency of communications with board members

Collaborated closely with CEO & CFO to conduct annual strategy reviews, investor conference calls and annual shareholders’ meetings

Administered significant elements of investor relations, including drafting and editing annual reports, quarterly financial press releases and shareholder proxies

Interacted extensively with external counsel on matters related to acquisitions, corporate governance, regulatory issues and public company requirements

Mentored and worked closely with junior personnel assisting them to accomplish a wide variety of tasks

Manager

Robert W. Baird & Co.

Executed transactions in collaboration with multiple advising parties in team-based environments typically executing multiple assignments simultaneously.  Completed over 35 capital-raising and M&A transactions primarily in the business services and healthcare and life sciences industries; engagements included public and private debt and equity offerings, M&A advisory and delivery of fairness opinions; also played key role in the solicitation of prospective clients

Proposed and managed outsourcing of graphics department resulting in significant improvement of production efficiency and internal client satisfaction

Conducted advanced financial modeling, interacted extensively with senior management teams to solicit and efficiently execute transactions.  Performed strategic alternative assessments for clients, including evaluation of potential acquisition targets and acquirers

Promoted to post-MBA associate position prior to earning MBA due to ability and prior experience; subsequently admitted to Baird Scholars Program through which Baird financed Kellogg tuition

Known as a specialist for drafting, reviewing and negotiating legal documents, including public regulatory filings, prospectuses, offering documents, purchase-and-sale agreements, non-disclosure agreements, legal opinions and engagement letters

Initiated the idea to partner with a senior banker to establish and communicate department-wide best practices leading to improved relations and more efficient communication between the investment banking department and sales and trading department

Adept at interacting with internal approval committees, including equity capital market and fairness opinion committees

Volunteered to serve on recruiting committee responsible for undergraduate and MBA-level hires

Investment Banking Associate

TransUnion

Assisted in establishment of the M&A group; created processes, best practices, financial models and developed both internal and external relationships

Participated as key member of the team responsible for the divestiture of non-core Real Estate Group; developed board presentations and marketing materials, conducted financial modeling and market research, managed collection and review of due diligence materials and identified and communicated with potential buyers

Coordinated cross-functional teams to evaluate acquisition targets and led preparation for internal review processes, including summarizing key findings and drafting presentations for the board of directors

Conducted financial analyses as well as market and company research to evaluate both domestic and international acquisition, joint venture and strategic relationship opportunities

Mergers & Acquisitions Group

Vector Securities (Healthcare Boutique)

After the dissolution of the investment banking department of Prudential Securities, recruited by founding partners to be sole junior professional

Promoted to associate after being ranked in top tier of analyst class at Prudential Securities

Played instrumental role in formation of the firm; participated in management committee meetings and helped devise new business development strategy

Prepared all financial analyses and presentation materials required by senior colleagues and clients

Hi there! I’m the financial planner for therapists and founder of Turning Point Planning. 👋

I help therapists navigate every element of their financial lives: from understanding your practice P&L and building a personal budget to managing student loan debt and investing for retirement... and everything in between.

But don't let my love of the tax code and spreadsheets scare you off! You're just as likely to find me with my nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

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