Sector Experience

Healthcare
Manufacturing
Retail
Technology
Bulge Bracket Investment Banks
Fortune 500

Experience

Citadel LLC Finance
Equity Analyst
12/2016 - 3/2018
Analyst responsible for allocating $500M across various Healthcare subindustries, including MCOs, Rx Supply Chain, Providers, CROs, HCIT, Medical Devices, Life Science/Tools and HC REITs
Morgan Stanley Finance
Sr. Equity Research Associate
8/2013 - 11/2016
Research analyst covering 20+ publicly traded healthcare companies

Produced a variious industry and financial analyses including but not limited to 3 statement models, accretion/dilution, sum of the parts, and industry market models

Provided due diligence, deal pricing, and company initiation reports for EVHC, SCAI, SGRY, and ADPT Initial Public Offerings
HMS Holdings Corp Operations
Manager
3/2010 - 7/2011
Managed programming and operations teams of 10+ people in an effort to reimburse government sponsored healthcare programs and improve revenue yields

Provided strategic advice to senior management by investigating data, root-cause analysis, and development of alternative measurement strategies
HMS Holdings Corp Operations
Operations Analyst
3/2008 - 2/2010
Led development teams of 3-4 people for contract implementation and launch of Medicaid Coordination of Benefits services

Utilized SQL and SAS to extract, transform, and summarize results from multi-million record datasets in order to identify revenue sources