Experience

• 

  Barclays investment bank

  Jan 1994 - Jan 1995

  Analyst

  Technology Group

• 

  Tm capital

  Jan 1995 - Jan 1998

  Associate

  Investment Banking

• 

  Shields & company

  Jan 1998 - Jan 2018

  Managing director

  Shields & Company, Inc. was founded in 1991 to provide investment banking services to middle market companies located throughout North America. Our M&A services include sell-side advisory, transaction support, and a range of corporate finance activities. We have a 25+ year track record of providing thoughtful, honest advice that allows clients to understand their range of alternatives and has resulted in more than 200 successful middle market transactions.

• 

  Five star holding corp

  Jan 2015 - now

  Founding outside Board member responsible for Board formation and development, formation of Executive Committee, liaison with shareholders, and family office development.

  • Chief Strategy Officer

    Jan 2018 - now

  • Board Member

    Jan 2015 - now