Software Skills

Microsoft Office
Python
C

Certifications

CFAChartered Financial Analyst

Sector Experience

Healthcare
Financial Services
Technology
Life Sciences & Pharma

Languages

English
19
years

Years of Experience

10/20

Member Since


Experience

 
VirtuMed Corporate Strategy & Development
Advisory Board Member
07/2020 - Present
Financial, business strategy, and fundraising advisor to a provider of software & big data solutions to the healthcare industry.

undisclosed startup Corporate Strategy & Development
Advisory Board Member
07/2020 - Present
Financial, business strategy and fundraising advisor to a medical device startup.

Citadel (Aptigon Capital) Finance
Therapeutics Analyst
10/2017 - 02/2018
Conducted investment research and maintained coverage on select therapeutics companies as part of a ~$1Bn healthcare team on a market/beta neutral platform based in San Francisco

Focus was on looking for attractive long and short opportunities predominantly within the biotechnology and pharmaceutical sectors

Amici Capital, LLC Finance
Healthcare Portfolio Manager
04/2008 - 03/2017
Managed an ~$100mm healthcare fund which outperformed its relevant benchmarks over an 8+ year tenure

Amici Capital, LLC Finance
Investment Analyst
07/2003 - 03/2017
Conducted investment research for a $2 billion long/short equity hedge fund with a fundamental, bottoms-up approach. Assessed value of potential investments through intensive financial modeling, SEC/public filings, proprietary research, industry analysis, sell-side and industry contacts, conferences, and meetings with company management. Presented investment recommendations to portfolio manager and investment committee and advised entry and exit strategies, price targets, hedging and trading.

Putnam Investment Finance
Investment Associate
07/2002 - 07/2003
Conducted fundamental research within the high yield group working with the analyst covering gaming/lodging/homebuilding and with the distressed debt portfolio manager

Duties included actively following, modeling, valuing and writing reports on various investments

Conducted meeting with company management, interacted with sell-side analysts, and attended various conferences