Certifications

CFAChartered Financial Analyst

Sector Experience

Healthcare
Financial Services
Life Sciences & Pharma
Agriculture
13
years

Years of Experience

2/20

Member Since

Experience

 
Shine Wealth Partners Operations
Director of Investments
02/2018 - 07/2019
I was responsible for Investment Due Diligence, setting investment strategy, trade recommendations, and trading execution at a $650m Registered Investment Advisor
RMB Capital Management Finance
Equity Analyst - 1837 Partners
06/2011 - 03/2017
I was an analyst at a long/short hedge fund inside of a $7B Asset Manager. With a 5-yr avg holding period and a focus on levered small-caps, we invested like a PE fund. I did deep-dive due diligence, bespoke valuation modeling, and primary industry research
T. Rowe Price Finance
Equity Research Intern
05/2009 - 08/2009
T. Rowe treats its interns like full-time analysts. I initiated coverage and made investment recommendations on the credit information industry (Equifax, Experian, D&B, FICO) over the course of the summer.
Omnicare, Inc. Operations
Sr. Financial Analyst
08/2003 - 07/2008
I was the personal analyst to the SVP of Operations Finance. I analyzed Medicare claim remittance databases to find underreimbursements and collect them leading to a $30m increase in net income and cash flow. I also built the model that correctly estimated the impact of Medicare Part D's implementation.