J.T. is a Director with nearly two decades of experience in corporate and operational finance, M&A, and corporate development. J.T. has partnered with dozens of companies and CFOs regarding company positioning, forecasting, transaction preparation, KPIs, and inorganic growth strategies.
Representative experience spans a variety of sectors – including Software, Consumer Internet, Hardware, Data, Business Services, and Financial Services.
Before joining Accordion, J.T. spent more than a decade in investment banking, working with corporations and private equity firms focused on the technology space. He was previously a Director at Wells Fargo Securities in the Technology M&A Group. There, J.T. led the execution of capital raise and M&A engagements for a wide range of clients globally. He held similar roles at J.P. Morgan, RBC Capital Markets, and Signal Hill.
J.T. started his career working within CFO organizations at McGraw-Hill, FleetBoston Financial, and Putnam Investments – where his responsibilities included forecasting, modeling building, and managing corporate development engagements.
J.T. graduated from Dartmouth College with a B.A. in Economics Modified with Mathematics. He also holds an MBA from the UCLA Anderson School of Business.
“Football teaches you hard work. It takes a lot of unspectacular preparation to have spectacular results in both business and football.” – Roger Staubach