
Fractional CFO and Financial Advisory Executive: Financial Modeling, Deal Structuring and Operational Turnaround
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Executive with sixteen years of progressive leadership across banking, corporate finance, consulting, technology, and business ownership, available for fractional CFO engagements, financial modeling and business case work, deal structuring, and operational turnaround projects. Has built financial models and valuations supporting transactions exceeding $44,000,000, previously served as Fractional CFO for two technology companies, and personally structured acquisition financing, negotiating a purchase price down by 37.5 percent through direct negotiation. As CEO of an early-stage company, built the full financial operating model, including budgeting, forecasting, and board-level reporting, from the ground up.
Applies AI tools directly to financial modeling, scenario analysis, and research as daily working practice rather than a stated initiative. Holds a five-year foundation in commercial banking, including credit analysis, portfolio management, and risk assessment. Comfortable moving quickly across industries, from technology and construction to energy, mining, and financial services, and brings both the analytical discipline of formal finance training and the practical judgment of someone who has run P&L directly.
Holds an MBA in Finance.
Chief Executive Officer at HELM OS Holdings Ltd. (Athlete Arena) (2026-02 – 2026-09)
Managing Director at WP Trading Ltd. (2020 – Present)
Director at GSR Capital Group (2015 – 2017)
President at Infinity Corporate Consulting (2015 – 2021)
Owner / Operator at Frosthammer Construction (2022-07 – 2025-11)
Managing Director at AVALON Strategic Fixed Income Fund, Ltd. & 12 Peers Capital Markets (2017 – 2018)
Manager, Commercial Banking at CIBC Commercial Banking (Calgary & Halifax) (2012 – 2015)
Associate at CIBC Commercial Banking & Wood Gundy (Halifax) (2010 – 2012)
Master of Business Administration (MBA) in Finance – Sobey School of Business, Saint Mary's University (2009 – 2011)
Bachelor of Science, Honours in Molecular Biology and Physiology – Bishop's University (2003 – 2007)