finally

Director, Customer Support

Finally is a fast growing fintech company whose mission is to help small & medium-sized businesses get a grip on their finances by building the future of finance for small businesses.

Customer Success

Strategic Growth

Member of the Founding Team at Back Office, now Finally

Business Development

Service Products, Inc. Chicago

Manufacturers of Sample Display Boards used for presenting a variety of products, including paint samples, tile samples, rug samples, granite samples, advertising material, and much more.

Business Development Consultant

ORBA - Ostrow Reisin Berk & Abrams, Ltd.

Audit Staff

Michael E. Lipp & Associates, P.C.

Staff Accountant

Valparaiso University

•	Managed own cases, under supervision of attorney

The Valparaiso University School of Law Tax Clinic is funded by the Internal Revenue Service (IRS).

Tax Clinic - Certified Legal Intern

Lakeside Wealth Management

•	Cost-basis analysis on over 500 client accounts
•	Provided tax-efficient solutions/answers to client concerns and planning
•	Project development for the Directors of Portfolio Management and Asset Management

Asset Management Intern

Cook County, Chicago, Illinois

•	Drafted orders and reviewed cases to appraise the Judge of legal precedents and potential conflict
•	Provided daily analysis and case updates
•	Coordinated the docket and legal schedule with the clerks office, administrators, and other jurists

Office of the Chief Judge, Circuit Court of Cook County

CME Group

•	Developed relationships throughout the industry for crucial intelligence gathering to effectively analyze and efficiently deliver client and business development needs
•	Performed due diligence, data gathering, and financial analysis for potential mergers, acquisitions, commercial arrangements and joint ventures
•	Evaluated emerging corporate growth opportunities, including Over The Counter (OTC) markets, new technology, innovative investments, and international trading platforms

Corporate Development & Finance Analyst

Miniman Fun Food

•	Brought a complete manufactured fun food line to the retail and wholesale market. (Our products were featured in stores such as King Kullen, A&P, Pathmark, Walbaums, Restaurant Depot, and Aramark Food Services).
•	Developed an allergy-free, health-conscious product line (free of gluten, peanuts, tree-nuts, along with trans-fats).
•	Managed marketing for the products and for the public image of the company.
•	Responsible for bookkeeping, along with relationships for wholesale and retail vendors and buyers
•	Determined strategic objectives to optimize capital expenditures
•	Successfully released products into the Eastern seaboard’s largest supermarket chains with a 98% sell-thru rate and sold the company to the largest food distribution company in the tri-state area


Miniman Fun Food was acquired by Green Apple Foods NY, a subsidiary of J.Kings Food Service Professionals Inc., of Holtsville, NY.  The deal closed January 1, 2011.

Chief Financial Officer / Managing Partner

RightRez, Inc.

Received the John Deere Foundation Field Consulting Award from John Deere's CFO and COO and the Kelley School of Business for my work with RightRez, Inc.

Financial Consultant

Hard-working, innovative, team-oriented problem solver that thrives in a dynamic, results-oriented management/consulting environment. I have the credentials and attitude to train, lead, collaborate, and evaluate. Self-starting, coachable, and effective under pressure.

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