Stanford MBA Graduate with IB, PE and HF experience
Education
MBA from Stanford University – Graduate School of Business
Sep 2016 – Jun 2018
Double Major in Economics and Finance, minor in Chinese from University of North Carolina at Chapel Hill
Aug 2007 – May 2011
Work Experience
Private Equity Instructor (Part-time) at Wall Street Prep
Jun 2020 – present
Lead training sessions for investment banks and private equity firms.
Intern at Lam Capital
Jul 2017 – Jan 2018, Fremont, CA
Performed diligence on a Series A investment in the autonomous vehicle space. Developed market maps of the 3D printing and the robotics industries to identify investments.
Analyst (Part-time) at Vindico Capital
Jun 2017 – Sep 2017, Remote
Perform fundamental analysis on public companies that are undergoing transformative change.
Analyst at Newtyn Management
Feb 2016 – Jul 2016, New York, NY
Served as lead analyst on equity, credit and event-driven investments across all industries, with total exposure from investments greater than $100mm. Lead calls with company management, experts, customers and competitors, as well as other diligence efforts to construct projection models and develop investment theses.
About Me
Expert in financial modeling, mergers & acquisitions, due diligence, and financial planning. I am graduate of Stanford’s MBA program with 10 years of experience working in finance related roles, including investment banking, private equity, public market investing, corporate development and venture capital. A quick learner, I take a deep sense of pride in my work, am a strong communicator, results oriented and work well with teams.
Qualifications
Project Categories
- Value Creation Strategy
- Strategic Planning
- Market Research Project Management
- Market Segmentation
- Competitive Analysis
- Pricing Analysis & Optimization
- Financial Planning & Analysis
- Demand Forecasting
- Financial Modeling
- Finance Project Management
- Market Landscape
- Mergers & Acquisitions Strategy
- Due Diligence
- Post-Merger Integration
Industries
- Healthcare Services
- Technology
- Medical Technology
- Private Equity
- Manufacturing
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