Investment Manager

• Mar 2023 - Present

Senior Transaction Manager - Corporate M&A

• Mar 2022 - Feb 2023

M&A Valuation and Structuring

• Sep 2019 - Mar 2022

Business Development Intern

• Jun 2018 - Aug 2018

• Analyzed macroeconomic industry trends and historical data and created a detailed financial model to assess both potential customers’ true economic value and Bosch’s profitability from the new product • Turned a product idea into a comprehensive business plan, by conducting 3C’s analysis, identifying potential customer segments, developing market entry strategies and eventually crafting a sustainable business model with potential to generate more than $1 billion in annual revenue over a 5-year horizon.

Clean Energy Consultant & Valuation Specialist

• Jan 2014 - Jul 2017

• Used DCF analysis to provide detailed valuations of renewable energy assets for multiple utility-scale investments for financing purposes. • Created detailed financial model for a major project by consolidating techno-economic data from 65 different buildings / sub-projects. The model provided discreet efficiency assessments of every project facet and was used as a decision-making tool throughout the term of the project. • Contributed as a senior member of the project management team for a major Energy Upgrade project for the firm’s building portfolio. Coordinated planning and implementation across departments including IT, Procurement and Legal Services departments, among others. Achieved a 10% decrease in the annual energy consumption. • Collaborated on the design of a business plan for a new multi-department based service. Designed the financial model for various business scenarios and drafted the final business plan that gained buy-in from company leadership and ultimately resulted in new clients.

Lender's Technical Advisor - Renewables

• Aug 2012 - Jan 2014

• Prepared due diligence reports on behalf of several banking institutions to identify and mitigate technical, financial, regulatory and operational risks of renewable energy investments, including more than 200 MW of Solar PV, 150 MW of Wind farms, 20 MW of Biogas, 10 MW Hydro and 6 MW of Biomass power plants. • Mitigated impact of declining Photovoltaic (PV) industry revenues by identifying a high growth and exploitable niche (biogas). Took the initiative to organize, compose and deliver informational sessions for company leadership and colleagues, and helped shape the new product and its accompanying service. Entering the market as a pioneer in both technical and related financial consultancy established the firm as the leading service provider to large-scale projects in the biogas sector in subsequent years.