Areas of Expertise

Corporate Finance, Management Accounting, Tax Strategy, Corporate and Flow-Through Taxation, Tax-Efficient Investing, Experiential Learning, Multinational Operations, Private Equity Portfolio Companies

Academic Degrees

• JD, Indiana University-Bloomington, 2002
• MBA (Accounting), Indiana University-Bloomington, 2002
• BS (Business/Accounting), Indiana University-Bloomington, 1999

Professional Experience

• Lecturer, IU Kelley School of Business, 2025 – Present
• Career Coach, IU Kelley School of Business, 2024 – 2025
• CFO, Flanders Electric Motor Services, LLC (Flanders), 2023 – 2024
• Director, Affinity Insurance Ltd. (Cayman Islands), 2023 – 2024
• CFO, Metal Powder Products, LLC (MPP), 2019 – 2023
• CFO, Secretary-Treasurer & Member of Board of Directors, Syndicate Sales, Inc., 2016 – 2019
• U.S. Operations Controller (ACS Division), Caterpillar Inc., 2016
• Multiple Roles in Tax, Accounting, and Controllership, Caterpillar Inc., 2006 – 2016
• Multiple Roles in Tax Services, Katz, Sapper & Miller (KSM), 2002 – 2006

Awards, Honors & Certificates

• The Presidents Circle at Indiana University, IU Foundation, 2024
• Treasurer and Member of Board of Directors, Westfield Education Foundation, 2019 – 2023
• Grant Liaison (Central North Carolina), Caterpillar Foundation, 2013 – 2016
• Treasurer and Member of Board of Directors, Peoria Promise Foundation, 2012 – 2013
• 40 Leaders Under Forty, InterBusiness Issues Magazine, 2012
• Certified Public Accountant (CPA), State of Indiana, 2003
• Attorney-at-Law, State of Indiana, 2002

Edited on August 7, 2025