Functional Skills

Financial Modeling
Forecasting / Projections
Business Analysis
Acquisition Target Identification
Business Development
Corporate Finance
Financial Management
Go-to-market Strategy
Growth Strategy
Investor Relations
M&A Support
Market Research
Private Equity Investing
Strategic Planning
Valuation

Certifications

CFAChartered Financial Analyst

Sector Experience

Business Services
Financial Services
Healthcare
Life Sciences & Pharma
Bulge Bracket Investment Banks
Fortune 500

Experience

SOLSTICE ADVISORS Management Consulting
Founder & Chief Executive Officer
1/2022 - Present
Healthcare consulting firm that solves strategic challenges for enterprise organizations and venture-backed digital health startups.

Rock Health Finance
Venture Principal
1/2020 - 1/2022
Sourced and diligenced investments in Zus Health, Ribbon Health, JOON & WellTheory, representing ~25% of remaining fund capital

Served as Board Observer; ran fundraising and strategy support sessions for numerous portfolio companies

Advised executives at leading healthcare companies on early-stage digital health investments


Built complex valuation models to analyze investment and fund-level performance

Goldman Sachs Finance
Investment Banker
6/2018 - 10/2020
Advised Fortune 500 executives and startup CEOs on capital raises, M&A and activism defense

TT CAPITAL PARTNERS (TTCP) Finance
Growth Equity Summer Associate & Independent Consultant
6/2016 - 9/2017
Consulted TTCP investment team on fundraising materials for TTCP Fund II

Travelers Finance
Senior Investment Associate Analyst
1/2012 - 1/2016
Evaluated consumer, healthcare and financial services investments; recommendations resulted in $600M of new investment