Raised $2mm in Series Seed round and established $350k debt financing for fast growing dress shoe company. Stayed on in more permanent capacity to oversee all finance: accounting, tax, FP&A, investor relations. Also oversee all operations, including: supply chain, customer experience, and warehousing.

Retained by Co-Founder of healthcare start-up (with > $2.5mm in grant funding) to assist with financial planning and capital raising to support the build-out of >60 eye hospitals across 4 developing countries.
Created complex 10-year financial model that is expected to raise > $100m in equity financing over the next 5 years – micro finance investors are the target – PwC audited and approved model.

General Manager of $5mm Healthcare Revenue Cycle Management business. P&L Ownership. Oversee: Billing, Collections, Cash Management, and Investor Relations. Built majority of analytics and financial model for the business.

Oversaw all planning and budgeting functions. Also managed supply chain with a $30mm annual budget.

Management Consultant and boutique firm servicing Fortune 500 Pharmaceutical companies in the area of new product development process improvement.

Investment Analyst within the Investment Strategy Group of Private Wealth Management. Provided modeling and analytic support to the wealth advisors

Research Analyst within Research Department