Founder | Managing Partner

Ron began his accounting and finance career as an internal auditor and cost accountant at fortune 500 companies such as Ingersoll-Rand and American Cyanamid (acquired by Wyeth) where he executed (i) interim financial statement audits (ii) year-end GAAP audit programs in conjunction with the Company’s external auditors (KPMG and PWC) and (iii) executed special programs such as forensic / fraud audits. Assignments included audits of the Company’s manufacturing subsidiaries located in North America, Asia-Pacific, and Europe. In 1997, he was recruited to join GE Capital’s (“GECC”) internal field exam group (i.e. collateral analysts) to perform field exams for GECC’s growing ABL platform. After the first year of performing field exams, Ron was recognized for his extensive audit experience and understanding of collateral analysis and was promoted to Audit Manager. He went on to lead a group of approximately 30 collateral analysts and provided analytical support, technical expertise, and ongoing training and development to support GECC’s strong internal risk management culture.

Ron’s career continued to progress through the GECC organization with increasing responsibilities in risk management, credit / underwriting, and origination. During 2006, he was recruited to create and lead Barclays Capital’s ABL Capital Markets Group as part of it’s bespoke leverage finance buildout. Since then, he has successfully led ABL platforms at Morgan Stanley as well as capital markets advisory roles at Miller Buckfire and OceanArc Capital (a capital markets advisory firm he founded in 2016 that continues to serve sponsor and non-sponsored clients).

Charter Diligence Group (CDG) was created on the premise that ABL credit markets continue to be faced with complex issues as ABL’s are used to finance a wide array of companies in varying situations. ABL lenders require field exams that provide work product that is clear, concise, and offers the extra layer of risk management that can only be provided from a former lenders perspective. Charter will be staffed with full time accounting / audit professionals (no contractors) and will provide CDG’s banking clients with a client focused approach while putting risk management first.

Relevant Experience

Morgan Stanley - Head of ABL Capital Markets

Barclays Capital - Head of ABL Capital Markets

GE Capital

• Field Exam Group - Manager & Field Examiner
• GE Capital Retail & Restructuring Group
• Underwriting - Managing Director
• Origination - Managing Director

Ingersoll-Rand - Internal Audit - Senior Auditor

Cytec Industries - Cost Accountant