Functional Skills
Investment Banking
Strategic Planning
Operations Management
Financial Modeling
Private Equity Investing
Corporate Finance
SQL Analysis
Strategy Development
Economic Analysis
Strategic Sourcing
M&A Deal Sourcing
Market Mapping
Market Research
Business Analysis
Business Planning
Software Skills
SQL
UNIX
Microsoft Excel
Machine Learning
Python
Microsoft PowerPoint
Sector Experience
Financial Services
Healthcare
Technology
Experience
INFLOW
Corporate Strategy & Development
Vice President of Strategic Initiatives
9/2022 - 6/2024
• Assisted founders of Inflow (Series A YCombinator-backed digital health startup) with long-term strategic planning
• Grew services-oriented business (e.g., coaching) from $0 to $235K annual revenue (led general management across all functions)
• Grew services-oriented business (e.g., coaching) from $0 to $235K annual revenue (led general management across all functions)
Lina (sold
Start-Up
Founder, Chief Executive Officer
3/2021 - 9/2022
• Founded digital mental healthcare startup. Raised $1.7M. Grew to ~10 people and $600K sales. Successfully sold company.
• Led key functions of the business end-to-end (product/engineering management, operations, analytics, strategy, fundraising, etc.)
• Led key functions of the business end-to-end (product/engineering management, operations, analytics, strategy, fundraising, etc.)
Jane Street Capital
Data Science / Analytics
Fundamental/Quantitative Analyst
9/2019 - 3/2021
• Executed semi-systematic fundamental and macroeconomic overlay to global, firm-wide mid-frequency trading of equities and
equity derivatives (ADRs, ETFs, futures, options, etc) on a team of 3. Analysis used by several trading desks across the firm, esp. around volatile events. Our group was attributed PnL at year end based on value-add to the other desks we partnered with.
• Assessed expected value of ~100s of equity news events per day (e.g., earnings, M&A, press releases, macro headlines, etc.) for use in improving fair value estimates in market making, arbitrage and/or synthetic trading via equity derivative products.
• Initially responsible for managing trading signals related to discrete overnight news in mid-cap US equities. Over time, responsibilities expanded to large-caps, other geographies (APAC, LATAM), and trade suspension events.
• Collab'ed with devs, quants and traders on systematic and semi-systematic trading of earnings in pre- and post-market hours
• Solely res
equity derivatives (ADRs, ETFs, futures, options, etc) on a team of 3. Analysis used by several trading desks across the firm, esp. around volatile events. Our group was attributed PnL at year end based on value-add to the other desks we partnered with.
• Assessed expected value of ~100s of equity news events per day (e.g., earnings, M&A, press releases, macro headlines, etc.) for use in improving fair value estimates in market making, arbitrage and/or synthetic trading via equity derivative products.
• Initially responsible for managing trading signals related to discrete overnight news in mid-cap US equities. Over time, responsibilities expanded to large-caps, other geographies (APAC, LATAM), and trade suspension events.
• Collab'ed with devs, quants and traders on systematic and semi-systematic trading of earnings in pre- and post-market hours
• Solely res
SRS Investment Management
Finance
Hedge Fund Analyst
9/2017 - 9/2019
• SRS is a ~$10B fundamental, long/short equity fund with investment team of 10; PM was world's 3rd top-earning mgr. in 2021
• Focused on short selling. Reported to Sr. Analyst and PM. Grew to be analyst responsible for much of the firm's short risk
• Responsible for diligence and analysis of large short position on Aurora Cannabis (ACB CN)
• Researched industry and company-level economics through analysis of expert calls, financial filings and alternative data
• Correctly anticipated timing and stock price reaction to key catalysts, leading to $100M+ PnL across
• Focused on short selling. Reported to Sr. Analyst and PM. Grew to be analyst responsible for much of the firm's short risk
• Responsible for diligence and analysis of large short position on Aurora Cannabis (ACB CN)
• Researched industry and company-level economics through analysis of expert calls, financial filings and alternative data
• Correctly anticipated timing and stock price reaction to key catalysts, leading to $100M+ PnL across
Centerview Partners
Finance
Investment Banking Analyst
6/2015 - 6/2017
• Centerview is an investment banking advisory firm that has advised more than $3 trillion in transactions worldwide since 2006
• Equity and credit analyst for $9B+ in announced M&A and bankruptcy/restructuring deals as an industry generalist
• Equity and credit analyst for $9B+ in announced M&A and bankruptcy/restructuring deals as an industry generalist
Lazard Ltd
Finance
Investment Banking Intern
6/2014 - 8/2014
• Lazard is an investment banking advisory firm focused on M&A
• Worked on several M&A deals in oil field services as a summer analyst
• Worked on several M&A deals in oil field services as a summer analyst