Experience

Torrey Partners, LLC
• United States
• Accounting
• 1 - 100 Employee
• Senior Consultant

  • Mar 2021 - Present


Equity Methods

• United States
• Accounting
• 100 - 200 Employee

• Consultant - Valuation Services

  • Jun 2020 - Feb 2021

  • Assist in the design and valuation (using techniques including Monte Carlo simulation and lattice models) of various stock-based compensation instruments, including performance stock units (PSUs) and performance options. Performance metrics analyzed include total shareholder return (TSR), earnings per share (EPS), and EBITDA. • Contribute to firm’s Human Resources Advisory (HRA) business line by conducting research and pro forma modeling related to equity compensation, including plan design, market trends in pre-IPO private companies, and tax implications of equity vehicles including restricted stock units (RSU), employee stock options (ISO/NQSO), and profits interests. • Lead production and contribute to communication of pay equity and CEO pay ratio analyses • Contribute to firm’s practice development and expansion of business lines by working on internal initiatives and thought leadership, including diversity and inclusion (D&I) research and visualization • Utilize various technologies, including SAS programming and Microsoft Excel to conduct a variety of detailed, complex analyses on large datasets with high levels of efficiency and automation • Leverage media including Microsoft Word and PowerPoint to clearly and concisely communicate analysis results to clients, with an emphasis on consumable, plain-English delivery • Trusted to conduct confidential research and analysis



California Polytechnic State University-San Luis Obispo

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Sep 2019 - Jun 2020

  Conducted literature review of proportional-prize contests. Synthesized key findings of numerous economic studies and experiments in academic journals. Conducted literature review of proportional-prize contests. Synthesized key findings of numerous economic studies and experiments in academic journals.



LitiNomics

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

• Associate

  • Jul 2014 - Jul 2019

  LitiNomics is a financial and economic consulting firm with a focus on intellectual property litigation. I collaborated in the calculation of economic damages on numerous cases, in areas such as patent infringement, lost profits, antitrust, breach of contract, trademark infringement, class actions and trade secret misappropriation. I also built models for use in patent licensing negotiations. During the course of my work, I: • Constructed complex quantitative analyses (damages models), including forecasts when appropriate, using Microsoft Excel and Access with a high level of proficiency • Conducted analysis on several high-profile cases involving tens of millions of dollars in damages • Summarized and encapsulated quantitative analyses through the writing of detailed reports • Efficiently and critically reviewed large numbers of documents and identified key documents to utilize in analyses. This includes experience with multiple sophisticated document review software platforms (Relativity, Ringtail, Catalyst). • Performed company research and gathered financial information using the Thomson ONE (Refinitiv) financial market data intelligence platform. • Improved quality of work product through detailed audits of many damages models and written reports. • Conducted analysis in many industries, including mobile apps, computer and security software, computer memory, consumer electronics (including smartphones and mobile devices), payment processing, pharmaceuticals, headphones, dairy, real estate, and private equity. • Provided frequent case updates to senior-level clients through direct phone communication



Saint Mary's College of California

• United States
• Higher Education

• Research Assistant

  • Oct 2013 - May 2014

  During my senior year, I was a research assistant for professors in the St. Mary's College business school. I:• Collected and compiled data from a library database• Analyzed data using document review software• Improved the accuracy of the research through implemented suggestions

• Finance Manager - Campus Activities Board

  • Sep 2013 - May 2014

  During my senior year, I was the Finance Manager for the Campus Activities Board (CAB) at St. Mary's College, which provides free events and activities to the student body. I: • Maintained a budget of over $100,000 through processing all financial paperwork • Created, developed, and oversaw student events, including social and professional events• Consulted with and advised other members on the financial standing of CAB