Responsible for originating, managing and executing client engagements.
15 years of experience in M&A, corporate finance, valuation, restructuring and corporate strategy / development.
Founder and Managing Director of Ambrose Advisors, an ESOP-focused middle-market investment banking firm with two offices in California and one in Washington, DC. He executes ESOP buyout transactions for Ambrose.
Responsible for the execution of approximately 50 engagements as the Executive Director at Eureka Capital Partners, a middle-market investment banking firm with offices in California and New York focused on providing M&A and financial advisory services to companies in the industrial, consumer, technology and healthcare sectors.
Vice president at BCC Partners, a boutique investment banking firm.
Portfolio manager for Far East National Bank, a U.S. subsidiary of a leading commercial bank in the Greater China region.
Analyst at Ballenger Cleveland & Issa, a boutique consulting practice specializing in turnaround and distressed engagements.
Corporate leadership development program at Pacific Century CyberWorks, the largest telecommunications service company in Hong Kong, where he focused on corporate finance and strategic planning.
Masters in Business Administration from the University of California, Irvine.
Bachelor of Arts in Economics from the University of California, Berkeley.
Registered General Securities (Series 7) and State Securities (Series 66) through FINRA.