MBA, Harvard Business School, Finance, 1987.
BA, Wellesley College, Economics, 1982.
SMG FE323 A5
SMG FE323 B5
SMG FE454 A1
Master Lecturer, Department of Finance and Economics, Boston University Questrom School of Business. (September 1994 - Present).
Primarily responsible for teaching “Introduction to Financial Management” to undergraduate business students. Former faculty head of the finance teaching team and curriculum development. Created new senior elective, “Introduction to Investment Banking”. Also have experience teaching “Introduction to Marketing” as well as undergraduate electives, “Money, Financial Markets and Economic Activity” and “Corporate Finance”. Previously Course Head for "The Cross Functional Core", the junior year undergraduate curriculum involving the annual coordination of over 40 sections of Finance, Marketing, Operations and Information Systems. Previously on the Academic Conduct, Scholarship, Undergraduate Program Development and Technology Committees. Served on Search Committee for new Dean of Undergraduate Programs (2013) as well as on the Committee to study the feasibility of one year Master of Science in Business Studies. Former faculty advisor to MBA and Undergraduate Finance Clubs. Received Boston University School of Management Broderick Prize for Teaching 2015 and for Service to the Undergraduate Programs, 2001.
Provided financial expert advice on valuation and damages. Expert testimony included opinions on valuation, initial public offerings, debt offerings and related damages. Expert advice on appropriate company disclosure and appropriate due diligence into company activities.
Member of the General Corporate Finance Group. Responsible for executing transactions and advising industrial and technology accounts in the New England region. Worked with a variety of clients in several industries, ranging in size from start-up companies with no sales to companies with over $20 billion in annual sales. Total transaction experience exceeds 40, involving over $11 billion. Advised clients on a variety of assignments including initial public offerings, public debt and equity financings, private placements, valuations, mergers, acquisitions, divestitures and takeover defense. Collaborated on $3 billion spin-off, including related restructuring and $1 billion financing. Managed Wellesley College Analyst recruiting and actively involved in Harvard Business School Associate and Summer Associate recruiting. Actively involved in training and recruiting new employees.
Collaborated on major analysis which resulted in $125 million merger in the software industry. Prepared underwriting and internal selling documents for initial public offerings in the microcomputer, flexible disk and semiconductor industries. Managed West Coast Analyst Recruiting.
Broderick Prize for Excellence in Teaching, Questrom School of Business, Teaching. (May 19, 2015).
Broderick Prize for Teaching
Broderick Award for Service to Questrom