Experience

Melio & Company

• Hospitals and Health Care
• 1 - 100 Employee

• Vice President, Debt Capital Markets

  • Jan 2020 - Present

• Senior Associate

  • Jul 2018 - Jan 2020

• Associate

  • Jan 2015 - Jun 2018

  Provide advisory services/debt capital markets services to academic medical centers, healthcare systems and hospitals.

• Financial Analyst

  • Jul 2012 - Dec 2014

  • Financial analysis with concentration in the bond market. • Extensive use of Bloomberg, SDC Platinum, DBC and Smart Models.• Assist in designing project proposal for clients and target clients.• Research and compile data to develop a financial database.• Analyze and structure debt for clients.• Research and analyze economic data and reports.• Work both independently and on a team to meet objectives set by managers and clients.

• Intern

  • Sep 2011 - Jun 2012



The Oxen Group

• Intern

  • Jan 2012 - May 2012

  • Financial analysis with concentration in fundamental and technical analysis.• Long-term analysis using discounted cash flows to determine long-run equity.• Pulled and compiled historical stock performance to assist in building investment analysis projects.• Worked on building long-term prosperous business relationships with clients. • Financial analysis with concentration in fundamental and technical analysis.• Long-term analysis using discounted cash flows to determine long-run equity.• Pulled and compiled historical stock performance to assist in building investment analysis projects.• Worked on building long-term prosperous business relationships with clients.