Functional Skills
Financial Modeling
Bulge Bracket Investment Banks
Fortune 500
Experience
Wellth
Start-Up
CEO and Co-Founder
5/2014 - Present
Founder of a venture backed big data analytics and patient behavior change platform for health insurers, accountable care organizations and large self-insured employers. Created business plan, fundraising and marketing materials and corporate plan.
OrbiMed Advisors
Finance
Analyst
7/2011 - 5/2014
Evaluated investments broadly in Healthcare Services and Medical Devices. Built detailed valuation models and kept abreast of industry trends. Performed proprietary primary due diligence and data analysis to discover opportunities that were under appreciated by the market. Regularly met with C-Suite Executives and Investor Relations.
Goldman Sachs
Finance
Analyst
2/2010 - 7/2011
Advised on M&A, Equity and Debt Financings and Shareholder Activism Defense for a broad range of clients from all Healthcare Subsectors including Large Pharma, Biotech, Medical Devices, Healthcare Services, Health Insurance and Healthcare IT. Developed in-depth corporate planning, merger/acquisition and valuation models.
Health Evolution Partners
Finance
Analyst
6/2009 - 2/2010
$750mm Fund Growth Equity focusing on Healthcare Services, Healthcare IT and Consumer Health. Involved in all aspects of due diligence and worked directly with the firm's founder and COO to evaluate high level firm strategy and fundraising efforts.