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Work Background
ReveleerCorporate Development Associate
Jan. 2024•Collaborated with the CEO, CFO, and EVP of Corporate Development to successfully close on two tuck-in acquisitions that have significantly bolstered Reveleer’s solution offering
•Constructed a dynamic bottoms-up 5-year projection model, which has been instrumental in Reveleer’s debt financing workstreams
•Worked across different departments to construct a new and robust whitespace analysis for Reveleer’s top customers
Brown Gibbons Lang & CompanySenior Analyst
Apr. 2022 - Dec. 2023•Constructed and produced high quality confidential information presentations (CIPs) supplemented by sophisticated financial models in support of the marketing process for healthcare & life sciences transactions
•Demonstrated ability to effectively multitask by successfully working on multiple live deals, while simultaneously constructing marketing materials for pitch decks as new deal opportunities arose
•Conducted in-depth industry research across various healthcare & life sciences sub-verticals to support business development
Wipfli LLPAnalyst
Aug. 2021 - Apr. 2022•Developed marketing materials (CIPs) and other discussion decks for use in investor outreach and management presentations
•Worked directly with the CFO to create a five-year projected operating model with a specific focus on projected working capital levels and its impact on cash flows with a flattening top-line growth profile
RiveronSenior Associate
May. 2019 - Aug. 2021•Constructed quality of earnings databooks and reports for over 50 transactions with target’s adjusted EBITDA ranging from $5MM to $100MM on behalf of investment banks, financial buyers, strategic buyers, and institutional lenders
KPMGAudit Associate
Aug. 2017 - May. 2019•Recognized for leadership and appointed as senior associate in charge of the year-end audit of the Columbus, Ohio branch operations of a multi-million-dollar German client (chemical manufacturer) in support of a comprehensive global audit
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