Investment Banking Summer Associate for Financial Sponsors Group
- Created proforma analysis, due diligence, and investment memos for major leveraged buyout, refinancing, and public offering transactions for marquee global private equity clients
- Earned prestigious full tuition MBA fellowship pre-matriculation; received post-MBA offer of employment

Fundraising & Business Development, Account Management, & Program Operations
- Secured $750K seed funding in May 2012 (including $70K from Sequoia Scout funds) and $1MM Series A in January 2014 (including $450K from Kaplan Ventures)
- Selected as 1 of 10 startups to participate in highly competitive inaugural Techstars-Kaplan EdTech Accelerator in Summer 2013
- Initiated and signed recruiting partnership with Deloitte Consulting and Citi Bank

Selected projects included:
1) Retail Banking M&A, Bank Merger Advisory for Super Regional Bank
- Identified and implemented plans to realize $95MM in annual profit improvement
- Sold $75MM in add-on work over next 2.5 years within Tech & Ops
2) Healthcare Investment Strategy, Market Research for VC Arm of Fortune 500 Healthcare Company
- Conducted “whitespace” analysis and created final presentation recommending 3 therapeutic areas for investment
- Codified end-to-end project approach