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
2005 – 2009