Bree has provided accounting and finance services since 2012 to private equity and corporate clients within a variety of industries. She provides transaction advisory services to domestic and international clients in construction, manufacturing, telecommunications, professional services, and other industries. She has extensive experience with buy-side and sell-side transactions. She assists with recruiting and development in the United States, Philippines, and India.

She brings experience as an external and internal advisor for financial planning and analysis, and audits. Bree began her career as an auditor primarily focused on the financial services and automotive industries. She held a senior financial planning and analysis position at a cybersecurity company. She assisted with analysis of potential acquisitions, integration of acquired companies, and performance and operational analyses.

• Bachelor of Science, business administration, University of Northern Colorado
• Master of Accountancy, University from Northern Colorado