Unique Perspective

I started my consulting business in 2014 to marry my  business and investing acumen with a love for creating attention-getting design.  That has afforded me the opportunity to build a successful track record of achieving results for a multitude of both early-stage companies and publicly-traded companies.

Previously, I handled Investor Relations for NuVasive (NUVA), a fast-growth medical technology company.  There, I created strategic, impactful presentations and messaging that resonated well with the investment community.  Prior to that, I spent ten years in equity research and portfolio management, covering a broad range of industries with an emphasis on consumer and healthcare.  I know what matters to business audiences.  

 

Business Expertise + Creative Design

Like most presentation designers, I am a strong editor and graphic content creator.  I also have a wealth of experience working with Prezi, Powerpoint, Excel, graphics, and video.  

 

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Finance and Accounting Education

I am well versed in investments, accounting, and finance.  I received an MBA with a concentration in Finance at the University of Texas at Austin, and a Bachelor's  in Accounting and Finance from Texas Christian University.  I also have completed the requirements to achieve the CFA designation.

 

My "Office"

I work from my San Diego home and am blessed with a flexible schedule that can ramp up, if necessary, to meet most deadlines.