As Founder and President of LME Capital Advisors and LME Consulting Group LLC, I have more than 20-years of investment and commercial banking experience at global financial institutions such as UBS Investment Bank and Mizuho Securities USA LLC, where I developed an expertise in financial statement, cash flow and credit risk analysis, balance sheet risk mitigation strategies, debt financing transactions, debt capacity and capital structure solutions, acquisition financings, financial modeling, and corporate valuations.
In addition to my experience in banking, I served as Treasurer and Chair of the Finance Committee at the South Salem Presbyterian Church. My responsibilities included managing a $500 million endowment fund that supported the church’s day-to-day operations and short- and medium-term financial health. I oversaw the church’s banking relationships, directed capital-raising initiatives that secured up to $100,000 of additional funding to support major capital projects, and negotiated contractual agreements.
I hold a dual Master of Business Administration (M.B.A.) and Master of Science in Finance degree from Northeastern University, as well as several professional development certifications, including FINRA Series 63 and 79 licenses.
I am a senior social work and human services professional with over 35 years of experience advising and supporting organizations that serve children, families, and seniors. My background spans community-based, and institutional environments, where I have contributed to program design, service optimization, policy implementation, and cross-sector collaboration. I bring deep subject-matter expertise in culturally responsive and compliance-driven service delivery.
As a special advisor and consultant to LME Capital Advisors LLC, I offer a strategic and analytical approach to strengthening organizational effectiveness, improving operational workflows, and enhancing client outcomes. I have extensive experience working with multidisciplinary teams, leadership stakeholders, and community partners to assess needs, mitigate risk, and implement sustainable solutions. My work is guided by ethical leadership, accountability, and a commitment to measurable impact.
I hold a Master of Social Work (LMSW) from Rutgers University and a Bachelor of Science from New York University.