Functional Skills
Financial Modeling
Benchmarking
Budgeting
Business Analysis
Business Analytics
Data Analysis
Financial Due Diligence
Financial Planning & Analysis (FP&A)
Forecasting / Projections
Investment Banking
M&A Support
M&A Deal Sourcing
Valuation
Restructuring / Turnarounds
Private Equity Investing
Software Skills
Microsoft Excel
Microsoft Word
Microsoft PowerPoint
Capital IQ
Salesforce
Microsoft Office
iPhone
Hubspot
Dropbox
DocuSign
Certifications
Series 63
Series 79
Sector Experience
Business Services
Financial Services
Healthcare
Media & Entertainment
Retail
Languages
English
Mandarin
Experience
McNally Capital
Finance
Vice President
3/2021 - Present
Evaluate and execute prospective investment opportunities in the specialty finance, structured finance, financial settlement, and receivable finance for control-oriented investments for the firm's portfolio
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies
Atlantic Street Capital
Finance
Vice President
9/2022 - Present
Evaluate and execute platform investment opportunities; lead add-on acquisitions and monitor portfolio companies’ performance
777 Partners
Finance
Vice President
1/2018 - 2/2021
Evaluate and execute prospective investment opportunities in the specialty finance, structured finance, financial settlement, and receivable finance for control-oriented investments for the firm's portfolio
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies
Monitor and analyze strategic alternatives, potential add-on acquisitions, and capital markets activities for portfolio companies
Trendi
Start-Up
Co-Founder & CFO
12/2016 - 8/2017
Co-Founder & CFO of a young startup called Trendi (mytrendi.com) with primary responsibilities including financial planning, financial and operational oversight, valuation, investor meetings and presentations, and capital raising which are important to the success of Trendi
Comvest Partners
Finance
Private Equity Associate
9/2014 - 11/2016
Evaluate and execute prospective investment opportunities in the healthcare, consumer & retail, business services, and industrials sector for a multi-billion private equity fund
Monitor and analyze strategic alternatives and potential add-on acquisitions for portfolio companies
Monitor and analyze strategic alternatives and potential add-on acquisitions for portfolio companies
Jefferies
Finance
Investment Banking Analyst
7/2013 - 8/2014
Investment Banking Analyst in the Restructuring & Recapitalization Group
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings
Morgan Joseph TriArtisan
Finance
Investment Banking Analyst
7/2012 - 6/2013
Investment Banking Analyst in the Recapitalization & Restructuring Group
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings
Developed financial models for transactions and prospective clients including capital structure and debt capacity analysis, company valuation, and other financial analyses
Analyzed prospective companies' financial statements, leverage, debt facilities, credit agreements, indentures, operations, and perspective industries and drafted summaries to present to senior bankers
Summarized bankruptcy docket filings