- Managed healthcare finance consulting projects as subject matter expert responsible for financial forecasting.
- Provided contract CFO and advisory services to a variety of start-ups and investments including: Meton Capital Management, You Never Lose, Edulate.
- Reviewed and advised on wide variety of contracts, including capital-raising documents (both debt and equity), partnership negotiations, and financial/operating plans.

$2.5 Billion Long/Short Hedge Fund
Healthcare Investment Management Associate/Analyst
- Evaluated 50+ stocks valued at $100M-$1B+ for a $200M healthcare investment carve-out.
- Identified long and short opportunities and presented investment ideas to portfolio managers of the US, European, and healthcare sector funds contributing to 15% return above the S&P.
- Developed investment ideas based on qualitative & quantitative

Bankruptcy and Restructuring Advisory
Generalist Financial Analyst
- Developed analyses supporting litigation in bankruptcies of Enron, Armstrong World Industries, and a private residential mortgage originator/securitizer.
- Performed due diligences via industry analyses, comparable company valuations, discounted cash flow analyses, ratio interpretation, on-site research, and solvency assessments of companies valued at $50M-$750M+.

$1.8 Billion Long/Short Hedge Fund
Generalist Equity Investment Management Analyst
- Developed investment theses in real-estate, retail, restaurants and med-tech industries.