Associate

• Jul 2023 - Present

Healthcare Growth Equity Healthcare Growth Equity

Investment Banking Analyst

• Jun 2021 - Jun 2023

Healthcare - Medical Technology Healthcare - Medical Technology

Growth Equity Research Analyst

• Dec 2019 - Dec 2020

Responsible for healthcare company coverage in the Carlson Growth Fund ($18m AUM), a small-cap investment fund managed by MBA and undergraduate students at the Carlson School of Management. Responsible for healthcare company coverage in the Carlson Growth Fund ($18m AUM), a small-cap investment fund managed by MBA and undergraduate students at the Carlson School of Management.

Investment Banking Summer Analyst

• Jun 2020 - Jul 2020

Healthcare - Medical Technology Healthcare - Medical Technology

Mutual Fund Financial Reporting Intern

• Jun 2019 - Feb 2020

Equity Research Intern

• Sep 2018 - Sep 2019

• Assist analysts in coverage of healthcare companies in the growth fund, including TCMD and WST • Improve fundamental research and modeling skills and understanding of businesses in healthcare subsectors • Develop MS Excel, MS Access, and Bloomberg Terminal skills through daily practice and application • Assist analysts in coverage of healthcare companies in the growth fund, including TCMD and WST • Improve fundamental research and modeling skills and understanding of businesses in healthcare subsectors • Develop MS Excel, MS Access, and Bloomberg Terminal skills through daily practice and application

Leadership Development Program - Participant

• Feb 2019 - Apr 2019

Scholars of Finance is a bold initiative, currently established in many of the top financial markets, that helps develop the next generation of highly capable financial executives, who will act and lead from a strong grounding in principles and ethics. SOF does this through symposia, a mentorship network, and leadership development activity. Visit us at: scholarsoffinance.org Scholars of Finance is a bold initiative, currently established in many of the top financial markets, that helps develop the next generation of highly capable financial executives, who will act and lead from a strong grounding in principles and ethics. SOF does this through symposia, a mentorship network, and leadership development activity. Visit us at: scholarsoffinance.org

Business Development Intern

• Jun 2018 - Aug 2018

• Competitively positioned products & technologies within the compliance software industry • Highest performer on intern staff in establishing contact with clients and engaging them in sales process • Generated 35 new leads and capitalized on opportunities to acquire new revenue • Forged strategic partnerships with organizations aimed at expanding market share • Analyzed data to gain insight into market and territory trends • Amplified the efforts of key departments during rotations through the Sales Ops, Alliances, and Enterprise divisions • Engaged in weekly professional development sessions led by the Human Resources Department • Delivered capstone internship presentation "The Mark I Made on Sovos" to audience consisting of senior leadership Show less

Apprentice General Manager

• Jun 2013 - 2015

• Strong and sustainable performance gains led to fast-track promotion from entry-level crew member to General Manager position within 18 months of being hired • Developed direct and decisive organizational leadership skills to lead a team of 40 employees • Responsible for weekly and monthly sales projection for location that averaged $2.5M ARR • Performed monthly audits of store’s cash-handling and book keeping • Strong and sustainable performance gains led to fast-track promotion from entry-level crew member to General Manager position within 18 months of being hired • Developed direct and decisive organizational leadership skills to lead a team of 40 employees • Responsible for weekly and monthly sales projection for location that averaged $2.5M ARR • Performed monthly audits of store’s cash-handling and book keeping