Featured Talent

Profile

I am a finance professional with M&A, restructuring & capital markets experience. Previously, I was an Associate in Jefferies’ Healthcare Investment Banking group, where I drove execution of marketing materials and financial modeling-related deliverables. My other roles in consulting and investment management additionally have provided me a strong foundation in performing due diligence, data analysis, and strategic advisory-related tasks. This breadth of experience enables me to wear different hats on the teams I work on and maintain flexibility in my management and leadership style. Additionally, my client-facing experience across consulting and investment banking in particular highlights my ability to adapt to my environment to optimize the workflows I operate in.

Career Highlight 1: Transaction Experience: While at Jefferies, served as lead associate on numerous M&A and Equity Capital Markets experience, coordinating multiple teams to deliver marketing materials, valuation analysis for clients on over 10 closed transactions. This advisory-oriented experience improved me all around both as a worker and teammate, particularly strengthening my client-facing skill set

Career Highlight 2: Investment Analysis: At Saratoga, produced weekly investment screening memos for sponsor-backed middle-market opportunities ($20–100M+ EV), leveraging financial analysis, cohort studies, and third-party diligence to support investment committee decisions. This experience improved my investment decision-making capabilities.

Career Highlight 3: Completion of General Assembly Data Science analytics program: Taught myself coding language Python with no prior computer programming education or experience, and then applied to and successfully completed 12-week data science course utilizing Python. At General Assembly, I successfully created a data science algorithm to utilize Python to build a daily fantasy sports lineup optimizer that achieved positive ROI in the 2016 baseball season. This showcased my ability to learn new skills quickly.

Why Hire This Candidate (In Their Own Words): I bring a diverse range of experiences working in multiple types of environments (firm size) and industry coverage throughout my career. Additionally, I have been very hands-on in terms of my leadership style in each role I have worked in. I can be counted upon to both integrate teams effectively as well as drive deliverables to completion myself. This adaptability sets me apart from others and makes me an ideal teammate and manager for colleagues.

Strengths: I once completed a workplace assessment that was similar to a psychology test where I learned I was a “Guardian-Integrator” in terms of my work style. This means I work well in teams and am process-oriented, ideal attributes in a new teammate.

Hobbies & Personal Interests: Running/Exercise, golf, fantasy sports (season-long and daily fantasy) utilizing data analytics.

Education: MS Finance, MBA

Credentials: SIE, Series 63, Series 79, General Assembly Data Science certificate

Industry Experience: Banking, Cannabis, Capital Markets, Healthcare, Life Sciences and Biotech, Pharmaceuticals, Wealth Management

Company Fit: Have worked in small (Saratoga), medium (Jefferies), and large (Deloitte) organizations.

Management Experience: Across consulting and investement banking, I led small teams carrying out project or deal execution/pitching deliverables. Typically a team would consist of 2-4 people for a given project or opportunity.

Software Experience: N/A

Open To: Hybrid, In-office, Remote