About Mike

Key Achievements

Developed 3-statement, 5-year forecasting model for e-commerce company as part
of sale process and bridge financing, providing key inputs for investment memorandum and management  presentation
Created 3-statement budget model for  multi-location outdoor living systems  designer with detailed P&Ls and KPIs by location and region plus overall company balance sheet and cash flow forecast
Built financial model for Law firm to determine optimal marketing channels, guiding future spending decisions and supporting additional marketing funding acquisition

Pepperdine University, Graziadio School of Business – MBA, Finance & Entrepreneurship
Brock University – BA, Economics & Finance (Double Major)
Chartered Financial Analyst (CFA)