DispatchHealth is redefining healthcare delivery through mobile and virtual healthcare. A rapidly scaling Denver, Colo., startup, DispatchHealth provides right-sized healthcare through the power of technology, convenience, and service.

- Owned financial model and forecasting for Cloud Technology, IT and Security teams. Built 2019 plan with SVP and business partners- Ensured senior business leaders remain accountable for monthly performance and spending, reconciled actuals vs. plan and forecast- Presented financial analyses regularly to CFO to explain business dynamics and trends. Developed models and executive presentations for various strategic projects

Pezue Ventures is a startup studio that manages a select portfolio of emerging technology early-stage ventures that feature disruptive technologies, innovative business models, and unique partnerships.

- Synthesized PepsiCo financial performance at customer level, identifying key insights to improve sales team efficacy- Collaborated with Beverages, Frito-Lay, Gatorade/Tropicana and Quaker finance teams on budgeting and forecasting process- Partnered with sales team to present monthly results to senior management, emphasizing key opportunities and threats

- Developed category strategies using strategic and quantitative analyses based on market, competitive and consumer data, working with cross-functional partners in Marketing, Consumer/Shopper Insights and Finance, presenting findings to senior leadership team - Led quarterly analysis of competitor earning results including revenue and volume forecast modeling, supporting leadership in understanding key performance comparisons with competitors and in preparing for earnings season communications

GIC is the investment arm of the Government of Singapore and invests its foreign reserves. - Managed investment portfolio for North American private equity group of GIC, one of world’s largest sovereign wealth funds.- Analyzed incoming investment opportunities, which included both private equity and venture capital funds and co-investment opportunities with those funds. Successfully closed on 4 funds and 5 co-investments across a variety of sectors.

Berkshire Capital is an investment bank focused on M&A in the asset management and securities industries.- Analyzed transactions for mergers and acquisitions focused investment bank serving financial services clients. - Executed day-to-day transaction responsibilities including financial analysis, drafting of descriptive memos, due diligence, post-transaction analysis, and industry and market research. - Deal team member for 5 closed transactions.