8
years
Years of Experience
7/16
Member Since
Bulge Bracket Investment Banks
Fortune 500
Top Consulting Firms
Experience
Bank of America
Finance
Equity Research Associate (Healthcare sector)
•Responsible for preparing M&A analysis for 10+ co's and prepare deck for reviews with BAML management.
•Built financial models and wrote initiation reports analyzing business model, risks, competition, and investment thesis for launch of 5+ co's
•Prepared and published primers on the generics industry and biosimilars market.
•Executed thorough analysis of clinical candidates to assess market size, profitability, revenues, and FDA approval
•Built financial models and wrote initiation reports analyzing business model, risks, competition, and investment thesis for launch of 5+ co's
•Prepared and published primers on the generics industry and biosimilars market.
•Executed thorough analysis of clinical candidates to assess market size, profitability, revenues, and FDA approval
FBR Capital Markets
Finance
Equity Research Associate (Healthcare)
•Published initiation reports and analysis for Biogen, Shire, Acorda Therapeutics, Aegerion Pharmaceuticals, and Alkermes.
•Built detailed revenue models to forecast potential sales for drug clinical candidates based on conversations with physicians and experts in the medical field.
•Performed vetting of banking deals to assess viability of transactions
•Responsible for updating all models and databases, overseeing marketing materials, and building models for new coverage.
•Built detailed revenue models to forecast potential sales for drug clinical candidates based on conversations with physicians and experts in the medical field.
•Performed vetting of banking deals to assess viability of transactions
•Responsible for updating all models and databases, overseeing marketing materials, and building models for new coverage.
Telsey Advisory Group
Finance
Equity Research Associate (Consumer Finance)
•Sole associate in the team reporting directly to the Senior Analyst and tasked with managing the writing and financial modeling duties for the team.
•Responsible for updating forecasts through earnings season, maintaining databases tracking industry and macro statistics, updating marketing presentations, and completing ad-hoc requests for analysis from clients.
•Constructed financial models and wrote reports to launch coverage on the Specialty Lending Sector with First Cash Financial Servic
•Responsible for updating forecasts through earnings season, maintaining databases tracking industry and macro statistics, updating marketing presentations, and completing ad-hoc requests for analysis from clients.
•Constructed financial models and wrote reports to launch coverage on the Specialty Lending Sector with First Cash Financial Servic
Nomura
Corporate Strategy & Development
Financial Analyst
•Main analyst supporting the VP of Finance and CFO for the U.S. division in charge of preparing financial analysis and presentation materials for the monthly executive meetings.
•Collaborated with various departments to prepare the annual budgets for the U.S. region and worked with controllership to manage internal and external
•Collaborated with various departments to prepare the annual budgets for the U.S. region and worked with controllership to manage internal and external
Accenture
Corporate Strategy & Development
Financial Analyst
•Managed the financials of projects for consulting engagements with companies in the financial sector. Demonstrated ability to drive operational efficiencies and effectively communicate business goals
•Led meetings with executives to discuss variances in actual-to-budget figures and to recommend cost reduction strategies, which improved project profit margins by 3%
•Led meetings with executives to discuss variances in actual-to-budget figures and to recommend cost reduction strategies, which improved project profit margins by 3%