Functional Skills

Financial Modeling

Sector Experience

Healthcare
Retail
Media & Entertainment
Financial Services
Business Services

Languages

English
Mandarin
1
hour

Avg Response Time

4
jobs

Jobs Completed

214
hours

Total Hours Logged

12
years

Years of Experience


Experience

 
McNally Capital Finance
Vice President
03/2021 - Present
Evaluate and execute prospective investment opportunities in the specialty finance, structured finance, financial settlement, and receivable finance for control-oriented investments for the firm's portfolio
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies

777 Partners Finance
Vice President
01/2018 - 02/2021
Evaluate and execute prospective investment opportunities in the specialty finance, structured finance, financial settlement, and receivable finance for control-oriented investments for the firm's portfolio
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies

Trendi Start-Up
Co-Founder & CFO
12/2016 - 08/2017
Co-Founder & CFO of a young startup called Trendi (mytrendi.com) with primary responsibilities including financial planning, financial and operational oversight, valuation, investor meetings and presentations, and capital raising which are important to the success of Trendi

Comvest Partners Finance
Private Equity Associate
09/2014 - 11/2016
Evaluate and execute prospective investment opportunities in the healthcare, consumer & retail, business services, and industrials sector for a multi-billion private equity fund
Monitor and analyze strategic alternatives and potential add-on acquisitions for portfolio companies

Jefferies Finance
Investment Banking Analyst
07/2013 - 08/2014
Investment Banking Analyst in the Restructuring & Recapitalization Group
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings

Morgan Joseph TriArtisan Finance
Investment Banking Analyst
07/2012 - 06/2013
Investment Banking Analyst in the Recapitalization & Restructuring Group
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings