Anna Marie performs the financial planning and analysis of new business opportunities, mergers & acquisitions, or other projects in support of the firm’s growth. Serving as the analytical engine of the company, she provides senior leadership with financial and strategic insights for ‘optimal’ business decision making. She is also responsible for the forecasting, budgeting and operating plan analysis processes of the company.
Anna Marie has over 25 years of leadership and analytical experience in corporate finance and investing across various industries and geographies in the U.S. and internationally. Her industry exposure includes food and beverage or consumer goods manufacturing, renewable energy technology and infrastructure development, transportation infrastructure development, and financial services (e.g. private equity/venture capital, business advisory, etc.).
Her expertise lies in financial analysis, financial modeling, forecasting, budgeting and business valuation. She also has specialized knowledge and experience in project management and global business investing across industries at various business stages.