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
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