Josh is the Chief Financial Officer at Expert Institute. Josh most recently worked at Harvest Partners, a middle-market private equity firm. He was on the investment team at Harvest, where he was responsible for evaluating new investments as well as working closely with the management teams of the fund’s current investments. Josh assisted these teams with strategic planning, financial reporting and forecasting, acquisition due diligence, execution and integration, capital structure solutions, among other key workstreams. Prior to this, Josh worked in the Investment Banking department at Bank of America Merrill Lynch.