With a unique background that combines extensive transactional experience in investment banking and private equity with hands-on operational experience at an early-stage tech startup, Andrew offers an informed perspective to his clients. He delivers long-term value through his expertise in financial modeling and complex analysis, strategic planning and execution, cross-functional coordination, and executive-level reporting. His entrepreneurial spirit, intellectual curiosity, and candid communication style help him to quickly build trust with his clients.
Andrew began his career in M&A investment banking and private equity, working with clients and investing in companies across a wide range of industries. He subsequently joined the founding team of a real estate technology startup, where he oversaw all FP&A and strategic finance functions through multiple funding rounds and a successful exit to a publicly traded company.