Experience

inSpring

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

• Co-Founder

  • Oct 2022 - Present



Shorelight

• United States
• Higher Education
• 300 - 400 Employee

• Senior Vice President, M&A and New Ventures

  • Dec 2021 - Sep 2022

• General Manager. Shorelight Live

  • Feb 2018 - Nov 2021

• Vice President of Business Development

  • Jun 2013 - Feb 2018

  Shorelight Education funds and manages joint venture partnerships with universities to drive institutional growth, create new revenues streams, and expand options for students. We provide mission-critical program delivery, student recruitment, financing, technology integration, and project stewardship.



EY-Parthenon

• United States
• Business Consulting and Services
• 700 & Above Employee

• Principal

  • May 2013 - Jun 2013

  Key member of the nascent Healthcare Practice responsible for leading workstreams, client development activities, and coordinating and developing intellectual property •Led growth strategy initiative projects for two states at a Fortune 100 commercial health insurance company •Developed go-to-market strategy for a government MCO for the evolving coverage for Medicare-Medicaid dual eligible and analyzed strategic alternatives for Medicare Part D business •Identified care delivery assets… Show more Key member of the nascent Healthcare Practice responsible for leading workstreams, client development activities, and coordinating and developing intellectual property •Led growth strategy initiative projects for two states at a Fortune 100 commercial health insurance company •Developed go-to-market strategy for a government MCO for the evolving coverage for Medicare-Medicaid dual eligible and analyzed strategic alternatives for Medicare Part D business •Identified care delivery assets needed and developed business plan for a post-acute care coordination offering Due Diligence Projects •Commercial due diligence efforts for a variety of businesses such as electronic bond trading, healthcare informatics, and optometry chains, and multi-site healthcare providers •Led modeling efforts for several public companies looking at transformative acquisitions, including financial analysis and Monte Carlo analysis in furniture manufacturing and education sectors •Prepared sellside materials for a $2.3B educational publishing company and customer research for a healthcare information and analytics company ($1.25B sale)

• Associate

  • Aug 2010 - Apr 2013

• Deputy Chief of Staff to the Chairman

  • Jun 2012 - Jan 2013

  •Screened and managed internal M&A opportunities •Oversaw post-merger integration with New Pacific Consulting (Shanghai) including HR, IT, and finance functions and helped coordinate ongoing joint sales efforts •Managed select relationships on behalf of Chairman including executive membership groups and a joint-venture in a fundraising-stage venture capital firm



Signal Hill, a Daiwa Securities Group Inc. company

• United States
• Investment Banking
• 1 - 100 Employee

• Summer Analyst

  • Jun 2007 - Aug 2008

  •Assisted Managing Director in the $370 million debt refinancing of a music publishing asset including preparation of prospectus, valuation of catalogs, and structuring •Prepared financial models and valuations for several transactions including a $100 million telecomm company, $40M follow-on offering for education technology company •Assisted Managing Director in the $370 million debt refinancing of a music publishing asset including preparation of prospectus, valuation of catalogs, and structuring •Prepared financial models and valuations for several transactions including a $100 million telecomm company, $40M follow-on offering for education technology company