As a senior analyst, Mike assists in planning and executing investment banking transactions.
Mike brings a strong financial analysis and research background to the Heritage team. Before joining Heritage, he was the director of accounting and finance at Tri-Star Semi Truck & Trailer Services, LLC, where he led a rapidly growing small business in all finance functions from an executive-level leadership role. Earlier in his career, Mike was a financial solutions consultant with Merrill Edge and holds his Series 7 & 66 licenses.
Mike earned his BA in business administration from Flagler College and his MBA from Jacksonville University.