Software Skills
Microsoft Office
Python
C
Certifications
CFAChartered Financial Analyst
Sector Experience
Financial Services
Healthcare
Life Sciences & Pharma
Technology
Languages
English
Experience
VirtuMed
Corporate Strategy & Development
Advisory Board Member
7/2020 - Present
Financial, business strategy, and fundraising advisor to a provider of software & big data solutions to the healthcare industry.
undisclosed startup
Corporate Strategy & Development
Advisory Board Member
7/2020 - Present
Financial, business strategy and fundraising advisor to a medical device startup.
Citadel (Aptigon Capital)
Finance
Therapeutics Analyst
10/2017 - 2/2018
Conducted investment research and maintained coverage on select therapeutics companies as part of a ~$1Bn healthcare team on a market/beta neutral platform based in San Francisco
Focus was on looking for attractive long and short opportunities predominantly within the biotechnology and pharmaceutical sectors
Focus was on looking for attractive long and short opportunities predominantly within the biotechnology and pharmaceutical sectors
Amici Capital, LLC
Finance
Healthcare Portfolio Manager
4/2008 - 3/2017
Managed an ~$100mm healthcare fund which outperformed its relevant benchmarks over an 8+ year tenure
Amici Capital, LLC
Finance
Investment Analyst
7/2003 - 3/2017
Conducted investment research for a $2 billion long/short equity hedge fund with a fundamental, bottoms-up approach. Assessed value of potential investments through intensive financial modeling, SEC/public filings, proprietary research, industry analysis, sell-side and industry contacts, conferences, and meetings with company management. Presented investment recommendations to portfolio manager and investment committee and advised entry and exit strategies, price targets, hedging and trading.
Putnam Investment
Finance
Investment Associate
7/2002 - 7/2003
Conducted fundamental research within the high yield group working with the analyst covering gaming/lodging/homebuilding and with the distressed debt portfolio manager
Duties included actively following, modeling, valuing and writing reports on various investments
Conducted meeting with company management, interacted with sell-side analysts, and attended various conferences
Duties included actively following, modeling, valuing and writing reports on various investments
Conducted meeting with company management, interacted with sell-side analysts, and attended various conferences