Bulge Bracket Investment Banks
Fortune 500
Experience
Care Advisors
Start-Up
Founder and CEO
9/2011 - Present
Led development of one of the largest healthcare navigation technology firms in Midwest with over 50 employees serving large hospitals and payor clients. Led technology product development and patent-pending invention for improving revenue from healthcare websites and enhancing access to care for patients. Led capital raise initiatives for $6.2 million.
Goldman Sachs
Finance
Associate
6/2008 - 6/2011
Leading associate covering the US specialty finance sector with full-spectrum of advisory experience across the financial services industry. Achieved top assessment scores among peers for technical ability and quantitative analysis including accounting, corporate finance, valuation and M&A analysis, leveraged buyout modeling and complex operating model construction. Selected as an emerging leader through mobility program to London covering European financial institutions.
Tullet Prebon
Corporate Strategy & Development
Financial Technology Analyst
7/2002 - 6/2005
Collaborated directly with CFO on due diligence and post-merger P&L projections for the acquisition of Prebon Yamane (Annual Revenue $300 Million). Developed a regulatory capital model for a $500 million fixed income portfolio by researching and incorporating Reg. T requirements and the implications of yield curve movements (Pioneered this analysis at the firm).
US Army
Other
Officer
6/1999 - 6/2001
Commanded 35+ soldiers during extended infantry training exercises (search-and-destroy, offensive/defensive maneuvers). Mentored Foreign Delegate Team by introducing small unit tactics to senior officers from Eastern Europe. Completed Special Forces Combat Dive Course.