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| About Me | With diverse operational experience and a foundation of financial analysis, I am looking to bring my skill set to the right team. I have a strong foundation of data-driven financial modeling & analysis and passed Level I of the CFA exam. My time on the buy side has given me experience conducting self-directed primary research on macroeconomics, sector verticals, & individual companies. With experience in PE consulting and global investing, I have a strong attention to detail and the ability to synthesize long-term investment theses for both companies & industries. I have operational experience in mature organizations, small boutiques, & high-growth startups, which has provided me a unique perspective for evaluating and improving internal business processes. I am most comfortable in positions of leadership, visibility, & responsibility, and have spent much of my career working for/with C-level executives & Portfolio Managers. As a lifelong athlete, I enjoy working on close-knit teams towards a common goal and building authentic relationships with my colleagues. I offer operational experience, a financial analysis toolkit, and a buy side mentality. Specialties: financial analysis, operational leadership, business development, due diligence, strategy |
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