Experience

ROTH Capital Partners (ROTH MKM)

• United States
• Investment Banking
• 100 - 200 Employee

• Managing Director

  • Jul 2021 - Present

  Senior AgTech Analyst Senior AgTech Analyst



Molina Healthcare

• United States
• Hospitals and Health Care
• 700 & Above Employee

• AVP of Investor Relations

  • Nov 2019 - Jul 2021



ICR Westwicke

• United States
• Business Consulting and Services
• 1 - 100 Employee

• VP of Investor Relations (Life Sciences, Medical Technologies, Biotech, Digital Health)

  • Mar 2017 - Nov 2019

  Act as a principal investor relations officer on behalf of a multitude of medical device, life sciences, healthcare service and digital healthcare companies - Develop and implement comprehensive IR programs - Work with startup CEO’s and CFO’s to develop financial plans, metrics, and milestones - Develop presentations for the boards of directors - Create business development strategies and plans - Raise capital for startup to mid-sized private companies - Provide M&A advisory services Show less



Sterne Agee CRT

• New York City

• Managing Director (Senior Healthcare Equity Research Analyst)

  • May 2014 - Jun 2016

  − Ranked #3 Wall Street analyst in the healthcare provider sector for earnings estimate accuracy by StarMine in 2015 − Published research report that identified over 10 potential healthcare M&A combinations along with commensurate earnings accretion of which 3 acquisitions were announced − Utilized GAAP and statutory accounting analysis to identify risk to forecasts as we projected substantial earnings risk at WellCare in 2014 (WellCare subsequently lowered its annual earnings forecast by 49%) Show less



Monness, Crespi, Hardt & Co., Inc.

• Financial Services
• 1 - 100 Employee

• Managing Director (Senior Healthcare Equity Research Analyst)

  • Jan 2012 - May 2014

  − Ranked the #1 Wall Street analyst in the healthcare provider sector for earnings estimate accuracy by StarMine in 2013 − Recommendations generated a 13% return in 2012 and a 29% return in 2013 − Analysis of pricing data sets of KY Medicaid contracts identified budgetary risks for a number of firms (KY losses for the industry in the first year of implementation were well above typical Medicaid contract levels for similar implementations and resulted in one of the firms exiting the market) − Ranked the #1 Wall Street analyst in the healthcare provider sector for earnings estimate accuracy by StarMine in 2013 − Recommendations generated a 13% return in 2012 and a 29% return in 2013 − Analysis of pricing data sets of KY Medicaid contracts identified budgetary risks for a number of firms (KY losses for the industry in the first year of implementation were well above typical Medicaid contract levels for similar implementations and resulted in one of the firms exiting the market)



Citadel Securities

• New York City

• Director (Senior Healthcare Equity Research Analyst)

  • Nov 2010 - Aug 2011

  − Lead a team that initiated research coverage of two sectors simultaneously (health plans and PBM’s/retail pharmacies) within 2 months − Successfully forecasted that Wall Street EBITDA margin expectations in 2011 were too high as pricing pressures were increasing for the PBM industry, resulting in Medco shares declining over 20% in the first six months of 2011 − Investment recommendations delivered a 23% return with a 2.29 Sharpe ratio − Lead a team that initiated research coverage of two sectors simultaneously (health plans and PBM’s/retail pharmacies) within 2 months − Successfully forecasted that Wall Street EBITDA margin expectations in 2011 were too high as pricing pressures were increasing for the PBM industry, resulting in Medco shares declining over 20% in the first six months of 2011 − Investment recommendations delivered a 23% return with a 2.29 Sharpe ratio



Canaccord Genuity - Global Capital Markets

• United States
• Financial Services
• 500 - 600 Employee

• Managing Director (Senior Healthcare Equity Research Analyst)

  • Jul 2009 - Nov 2010

  − Hosted the company’s first-ever Healthcare Conference, which drew senior executives from 6 health plans and over 100 institutional buy-side clients − Identified potential regulatory hurdles that needed to be cleared for more effective implementation of the Affordable Care Act, communicated those concerns to industry executives − Buy-rated recommendations generated a 23% gain and Sell-rated recommendations saw a 13% decline − Hosted the company’s first-ever Healthcare Conference, which drew senior executives from 6 health plans and over 100 institutional buy-side clients − Identified potential regulatory hurdles that needed to be cleared for more effective implementation of the Affordable Care Act, communicated those concerns to industry executives − Buy-rated recommendations generated a 23% gain and Sell-rated recommendations saw a 13% decline



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President (Senior Healthcare Equity Research Analyst)

  • Jun 2008 - Jun 2009

  − Managed a three-person equity research team with accompanying budgetary responsibilities − Developed a proprietary tracker that marked-to-market investment portfolios of covered health insurance companies which indicated market inefficiencies for patient investors, in the midst of the financial crisis − S&P 500 Managed Care Index rallied 7.4% following upgrade of sector to Overweight on 10/13/08 vs. 13.4% decline in S&P 500 − Managed a three-person equity research team with accompanying budgetary responsibilities − Developed a proprietary tracker that marked-to-market investment portfolios of covered health insurance companies which indicated market inefficiencies for patient investors, in the midst of the financial crisis − S&P 500 Managed Care Index rallied 7.4% following upgrade of sector to Overweight on 10/13/08 vs. 13.4% decline in S&P 500



Jefferies

• United States
• Investment Banking
• 700 & Above Employee

• Vice President (Senior Healthcare Equity Research Analyst)

  • Jun 2006 - Jan 2008

  − Ranked the #1 Healthcare Provider Analyst by the Wall Street Journal for stock picking performance in 2007 − Utilized large complex industry data sets and company specific financial modeling analysis to conclude that the commercial managed care industry was unlikely to achieve margin targets for 2008 − In-depth research utilizing customer channel checks identified a substantial investment opportunity in WCG shares following an FBI raid and subsequent share decline from $120 to $17 − Buy-rated stocks averaged a 31% return, Hold-rated stocks averaged a 3% return, and Sell-rated stocks averaged a -5% return Show less



Bear Stearns

• Associate Director, (Healthcare Equity Research Analyst)

  • 2000 - 2006

  − Associate to an Institutional Investor top-rated equity research analyst in the healthcare provider sector − Analysis of multiple industry data sets successfully identified that the managed Medicaid subsector would see the most opportunity in the managed care industry over the next decade with over 20% annual topline growth during that period − Prepared presentations for Board of Directors for several companies in strategic review of the industry − Associate to an Institutional Investor top-rated equity research analyst in the healthcare provider sector − Analysis of multiple industry data sets successfully identified that the managed Medicaid subsector would see the most opportunity in the managed care industry over the next decade with over 20% annual topline growth during that period − Prepared presentations for Board of Directors for several companies in strategic review of the industry