Experience

Leavitt Equity Partners

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

• Private Equity Associate

  • Jan 2023 - Present

  Leavitt Equity Partners is a value-add, healthcare focused private equity firm. Founded in 2014 by Michael Leavitt, former United States Secretary of the Department of Health and Human Services, LEP leverages the healthcare intelligence and broad network of its Principals to help portfolio companies thrive in a complex and ever-changing healthcare system



Ernst & Young Capital Advisors, LLC

• Investment Banking Senior Analyst

  • Aug 2022 - Nov 2022

  New York, New York, United States Healthcare M&A

• Investment Banking Analyst

  • Sep 2020 - Aug 2022

  New York, New York, United States Healthcare M&A EYCA's healthcare coverage group provides clients with a broad range of strategy and transactions, including mergers & acquisitions advisory; strategic business review & development; corporate finance analyses; corporate divestiture advisory; and debt & equity capital raising advisory. https://www.ey.com/en_us/strategy-transactions/health-care-investment-banking-group



Brigham Young University

• United States
• Higher Education
• 700 & Above Employee

• Research Assistant

  • Nov 2019 - Mar 2020

  Provo, Utah Assisting financial accounting professor with extensive research within finance industry (IPOs)

• Teaching Assistant

  • Nov 2019 - Jan 2020

  Provo, Utah Accounting junior core AIS TA



SEO (Sponsors for Educational Opportunity)

• United States
• Non-profit Organizations
• 700 & Above Employee

• EDGE Participant | Investment Banking Scholar

  • Mar 2019 - Jan 2020

  Greater New York City Area



SageLink Capital

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

• Private Equity Analyst

  • Sep 2019 - Oct 2019

  TMT: Analyzed SaaS b2b companies

• Investment Banking Summer Analyst

  • Jun 2019 - Aug 2019

  New York, New York Generalist - C&R (M&A), Industrials (M&A), TMT



IndustryPro

• United States
• Investment Banking
• 1 - 100 Employee

• Acquisition Analyst

  • Jan 2019 - Apr 2019

  Atlanta, Georgia Healthcare & Industrials (M&A)



Nitron Group LLC

• United States
• Wholesale Import and Export
• 1 - 100 Employee

• Accounting & Data Summer Analyst

  • Aug 2018 - Sep 2018

  Greenwich, Connecticut • Assisted controller in locating $50,000+ in interest revenue regulatory tax deductions • Facilitated 7+ daily bank reconciliation statements to provide CFO with real-time cash balance • Oversaw and analyzed $15mm in bank credit line activity • Saved 5 hours per week of accounting teams’ time by identifying outstanding client invoices • Helped assistant controller overlook implementation of a new accounting system



PwC

• Professional Services
• 700 & Above Employee

• Audit Tax Intern

  • Jun 2018 - Jul 2018

  New York, New York • Utilized problem solving and analytical skills to understand the business models of 3+ clients • Participated in strategizing EGA for client financial statement audit • Worked with US Security Manager to closely identify firm security concerns and threats • Created and published a North American firm-wide US Security campaign to 70+ offices



BYU Print and Mail Services

• Accounting Clerk

  • Oct 2017 - Jun 2018

  Provo, Utah • Invoiced 60+ clients weekly in order to ensure accurate records are kept of each sale transaction • Registered and allocated 80+ pieces of merchandise on Microsoft Excel and Avanti Invoicing System monthly • Maintained profitable relationships with 100+ clients monthly through daily phone calls and email

• Accounting & Data Summer Analyst

  • Jul 2017 - Sep 2017

  Greenwich, Connecticut • Analyzed and organized $50,000 in expenses and $300,000 in revenues for company consolidation • Facilitated 3 daily bank reconciliation statements to provide CFO with real-time cash leverage • Created a year-end financial forecast of the company’s current bad debt expense for year-end budget • Invoiced 40+ customers weekly, processed 20+ sales receipts daily, performed journal entries, and posted to the ledger to improve the efficiency of day-to-day company operations • Helped… Show more • Analyzed and organized $50,000 in expenses and $300,000 in revenues for company consolidation • Facilitated 3 daily bank reconciliation statements to provide CFO with real-time cash leverage • Created a year-end financial forecast of the company’s current bad debt expense for year-end budget • Invoiced 40+ customers weekly, processed 20+ sales receipts daily, performed journal entries, and posted to the ledger to improve the efficiency of day-to-day company operations • Helped implement new Microsoft Dynamics accounting system in order to accommodate company growth Show less