Functional Skills
Financial Modeling
Valuation
Financial Planning & Analysis (FP&A)
Software Skills
Microsoft Excel
Airtable
Microsoft Office
Sector Experience
Financial Services
Bulge Bracket Investment Banks
Fortune 500
Experience
EQT Partners
Finance
Vice President
8/2018 - 4/2021
I was an Associate and Vice President in EQT Partners' Private Equity group in New York. I focused on deal sourcing, execution, and portfolio company management. I completed 2 platform deals at EQT (Cast & Crew and Waystar) and and IPO exit (Certara). I was also responsible for value creation (including add-on M&A) for my portfolio companies Cast & Crew and Certara.
Bank of America
Finance
Analyst
6/2015 - 6/2018
I was an Investment Banking Analyst in the Mergers & Acquisitions group at Bank of America Merrill Lynch. I was responsible for deal process management and execution. I was the lead Analyst on 7 signed M&A deals.