Led corporate development and strategy team in the discovery and analysis of potential new products/businesses and maximizing top line growth and profitability of existing businesses.

Performed business valuation, modeling and transaction advisory services for clients in the private equity, venture capital and hedge fund spaces. Managed teams in the valuation of over $100 billion in portfolio investments, developed several proprietary valuation models used across the entire practice and advised a $7 billion hedge fund manager with an internal restructuring project.

Performed various valuation analyses for a large and diverse portfolio of clients for strategic, tax and financial reporting purposes. Led consulting engagement with a global private equity and venture capital firm on the valuation of over $2 billion in convertible equity shares. Assisted a bulge bracket U.S. investment bank with loan-level cash flow and underwriting analyses associated with a $70 million commercial mortgage loan collateralized by a hotel located in Nashville, TN.

Performed credit analyses for a diverse portfolio of corporate clients and assisted in the development of new business.

Maintained accounts and served as a liaison for Global Private Client Unit.