Professional Experience
MPI Valuation and Advisory - Tulsa, Oklahoma - March 2022 - Present - Senior Associate, Estate and Gift Tax Valuations
HoganTaylor LLP - Tulsa, Oklahoma - March 2019 - February 2022 - Senior, Business Valuations
Defining-Value Inc. - East Hampton, New York - June 2008 - June 2018 - Founder, ESG Valuations
Bear Stearns - New York, New York - June 2002 - January 2008 - Associate Director, Equity Research
Deutsche Bank - New York, New York - February 1998 - February 2001 - Vice President, Equity Research
Lehman Brothers - New York, New York - April 1996 - February 1998 - Associate, Equity Research
First Interstate Bank of Denver - Denver, Colorado - June 1992 - April 1996 - Trust Investment Analyst, Trust Investments
Education
Chartered Financial Analyst (CFA)
Duke University, Graduated Cum Laude and with Distinction in May 1991