At CFO Assist, I conduct valuation analysis and build financial models for M&A opportunities, supporting investment decisions across multiple transactions. I also review analysts’ work and assess whether assumptions and outputs reflect realistic market conditions and professional practice.
Through my ongoing independent equity research, I manage a diversified portfolio focused on mid-cap technology, media, and life sciences companies. I analyze SEC filings, earnings calls, and industry data, then assess opportunities using comparable-company multiples, precedent transactions, and DCF methodologies.
At Towerbank International, I directed financial analysis that contributed to a credit rating increase from B+ to A by identifying and remediating financial weaknesses across the balance sheet. I also evaluated M&A opportunities and oversaw asset-liability analysis and portfolio rebalancing.
At J.P. Morgan, I supported equity transactions with valuation benchmarks and investment-return analysis, and created an automated model that generated $60MM in incremental PIPE deal flow. My background also includes equity research at Bear Stearns and an MBA in Finance from The Wharton School, University of Pennsylvania.
