Experience

Teknos Associates

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • Jul 2016 - Present

  San Francisco, CA Value illiquid securities of high growth companies. Work closely with management of tech, pharma, and rapidly growing private companies in other industries to determine the value of their companies and securities. Build financial models and write reports for a variety of purposes including M&A, employee compensation, tax, financial reporting, portfolio valuation, asset impairment, litigation support, and FP&A consulting.



The World Bank

• United States
• International Trade and Development
• 700 & Above Employee

• Consultant

  • Aug 2014 - Jun 2016

  Co-authored a study of the World Bank Group’s contribution to capital market development in client countries. This ambitious evaluation aims to promote accountability and inform future operations in the areas of government and corporate bonds, public and private equities, and security market regulation and supervision.



57 Stars

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Summer Intern

  • Jun 2013 - Aug 2013

  Washington, DC Screened General Partners for warranted due diligence and incorporation into forward calendar. Authored two white papers for use in marketing and business development. The first compared the attractiveness of Emerging Market Private Equity with Private Equity in Developed Markets and Public Markets in Emerging Economies. The second Illustrated the lower risk profile of Fund of Funds compared to investing directly in Private Equity Funds.



U.S. Department of the Treasury

• United States
• Government Administration
• 700 & Above Employee

• Graduate Intern

  • Feb 2013 - May 2013

  Washington, DC Interned with Global Economics Group in the International Affairs Division. Co-Authored paper on concentration of trade flows in US and Japan.



U.S. International Development Finance Corporation

• United States
• International Trade and Development
• 500 - 600 Employee

• Summer Associate

  • Jun 2012 - Aug 2012

  Co-authored report that obtained approval of $270 mn loan to finance construction of 240 MW peaker power plant in Jordan to mitigate local natural gas shortage Participated in negotiations of loan terms; summarized documentation for financial and policy approval Priced loans for SPVs operating in electricity markets in Jordan and Chile and banking in Thailand and India



Franklin Templeton

• United States
• Financial Services
• 700 & Above Employee

• Research Analyst

  • Aug 2006 - Jul 2011

  San Mateo, CA Worked directly for Portfolio Manager of best-selling mutual fund in US during 2009 and 2010 Assets managed grew from $16 bn to $135 bn during my five years on fourteen member team Research: Conducted macroeconomic, political, and financial analysis through interviewing policy makers and other experts, reviewing third party research, and data analysis * Combined fiscal sustainability model with balance of payments vulnerability analysis to stress test Argentinian Government’s hard… Show more Worked directly for Portfolio Manager of best-selling mutual fund in US during 2009 and 2010 Assets managed grew from $16 bn to $135 bn during my five years on fourteen member team Research: Conducted macroeconomic, political, and financial analysis through interviewing policy makers and other experts, reviewing third party research, and data analysis * Combined fiscal sustainability model with balance of payments vulnerability analysis to stress test Argentinian Government’s hard currency position * Contributed to worldwide bank vulnerability analysis that highlighted relative strength of Asian and Latin American institutions and predicted their rapid economic recoveries Investments: Originated investment recommendations on Latin American government bonds, currencies and related derivatives and pitched them to Portfolio Manager * $2.1 bn investment in short-term, Venezuelan government, dollar bonds; returned 21% * Doubled Chilean peso exposure; up 12% from implementation to my departure Marketing and Management: Coordinated strategy and production between Portfolio Manager and Marketing, Legal, Risk, and Sales groups * Wrote and edited pieces including articles published in the Wall Street Journal and Financial Times, shareholder communications, and reports to Board of Directors * Designed sales strategies and created sales presentations for diverse audiences * Restructured processes for marketing material and administrative document production to ensure quality and reduce PM input despite reduced staff following financial crisis Led search for and training of two replacements before leaving for graduate school Show less