Provided fundamental analysis to a family office on a diversified portfolio of stocks through employing financial modeling and market research, reevaluating the portfolio quarterly. Applied the discounted cash flow (DCF) method as the primary mode of analysis. Assessed comprehensive financial statements (balance sheet, cash flow statement, and income statement) and completed revenue forecasting and debt analysis.

Assessed and invested in early-stage technology companies after completing due diligence on management, market opportunity, and business plan quality. Co-invested $2M with five partners in early-stage companies across the real estate, construction, consumer products, and media industries. Investments included companies like April and Kinderfarms, and several others.

Evaluated and invested in commercial real estate properties in Silicon Valley with a syndicate of twelve investors. Assessed investment opportunities and acquired three properties in San Mateo, Redwood City, and Mountain View. Deployed $14.9M in assets in properties that have earned capitalization rates ranging from 6.5% - 14.0%. Specialized in converting properties from industrial to commercial office space zoning.

Partnered with an emergency medicine physician to cofound a company that sought to develop a transparent online and app-based marketplace to match physicians with available locums tenens opportunities. Conducted due diligence by completing a market assessment and 20+ interviews with industry stakeholders to assess the viability of the opportunity. Managed fundraising, achieving $350,000 in equity commitments. Determined the opportunity was not sufficient to continue fundraising and development.

Advised health systems on strategic and operational planning initiatives through development of financial models and comprehensive qualitative research and assessment.
Projects spanned staffing design, compensation planning, industry research, acquisitions, performance measurement, and contract development and negotiation. Advanced ECG’s business development strategy by creating a relationship management framework for a large client. As a result, year-over-year revenue increased 58% in 2019.

Provided technology consulting services to a healthcare provider client portfolio that generated over $2M in annual revenue. Consulted to hospital leadership on process improvement, resulting in savings of $9.2M over 3 years. Developed clinical quality performance improvement plans.· Advised executives on how to reduce costs for self-insured employee health plans. Traveled to hospitals 50+ times to host summits with executive leadership. A 100% contract renewal rate was achieved from 2014-15.

Executed business development, global marketing, and operational plans for the IMS team, which provides services to international patients and markets Stanford Hospital overseas.
Coordinated 70+ visits from over 750 international physicians and hospital executives to achieve expansion of the international academic network and increase inbound patient referrals. Organized global marketing logistics for 4 annual medical education forums in Asia.

Managed the design and production of marketing materials.
Completed a market analysis, designed care packages, and drafted operational workflows for the Stanford Executive Health program.