Functional Skills
M&A Support
Market Research
Financial Modeling
Financial Due Diligence
Forecasting / Projections
Software Skills
Microsoft Excel
Microsoft Office
Microsoft PowerPoint
Microsoft Word
MacOS
Certifications
CFAChartered Financial Analyst
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Experience
Bravance Healthcare Investors, LLC
Finance
Director of Research/Co-Founder
3/2018 - Present
Bravance is a long-short equity hedge fund focused on growth opportunities in healthcare. Responsible for research, stock selection and business development.
ASIhealthcare, LLC
Finance
Founder
1/2007 - 12/2017
Founded ASIhealthcare to assist investment managers with their healthcare research effort. Offered an intensive bottoms-up and "high touch" advisory product and ideas within healthcare to limited number of clients. Built the business from scratch to profitability and sustainability within two years of launch.
Wachovia Corporation
Finance
Director
1/2004 - 10/2006
Research coverage of healthcare sector for Proprietary Trading Group. Responsible for investment idea generation and risk monitoring of prospective and outstanding positions for proprietary book specific to the healthcare space. Broad mandate to invest in entire capital structure from equity to loans. Covered entire healthcare industry including acute care hospitals, specialized service providers, nursing homes, major and specialty pharmaceuticals, medical technology, and biotechnology.
Wachovia Corporation
Finance
Director
3/2000 - 2/2003
Founded First Union's medical technology investment banking effort in medical technology. Assisted clients with traditional investment banking services including capital raises, mergers and acquisitions, private financings, and Wachovia's principal investing. Achieved first place in league tables in medical technology in intiial public offerings and originated over $250 in merger and acquisition transactions and in loan syndications.
Needham and Company
Finance
Vice President
3/1997 - 3/2000
Sell-side equity research analyst covering 15 companies in medical devices and technology space focusing on orthopedic medicine, neurology, cardiovascular medicine, imaging and outsourcing. Became Wall Street Journal "All-Star" Analyst in 1998-99, ranking first of 64 equity analysts covering medical technology.