* Developed and implemented financial strategies to optimize capital structure, improve profitability, and drive overall business growth.* Conducted thorough financial analysis, including forecasting, budgeting, and variance analysis, to support strategic decision-making.* Led and participated in the execution of M&A transactions, from initial due diligence to deal structuring and negotiation.* Collaborated with cross-functional teams to assess potential targets, evaluate synergies, and conduct financial modeling for various deal scenarios.* Proficient in creating complex financial models to assess company valuation, scenario analysis, and financial feasibility studies.* Effectively communicated financial insights and recommendations to C-suite executives and stakeholders, fostering strong relationships and trust.

• Instruct undergraduates, graduates, and MBAs on investing, finance and macroeconomics, teaching classes of up to 30 students• Assist students in understanding complex market themes and applying analysis techniques when formulating investment decisions• Earn positive student feedback for market knowledge and ability to link theory to practice

• Develop and execute M&A strategy, identifying acquisition targets and strategic partnerships• Lead valuation analysis, financial modeling, and deal structuring for transactions up to $200M• Drive post-merger integration planning and synergy realization• Oversee strategic financial planning, budgeting, and forecasting processes• Present strategic recommendations to Board and executive leadership• Manage relationships with investment banks, PE firms, and strategic partners

• Liaise between company, investors, and public on financial matters to broaden and enhance shareholder value and PAVmed/Lucid’s financial image through investor and shareholder communications program• Analyze corporate activities for investors, identifying networking and other opportunities to build and create new initiatives; recommend and implement policy or process changes • Manage, maintain, and promote social media accounts including press releases, events, presentations, and select SEC filings• Apprise CEO/CFO of trends related to investor sentiment and inquiries and of stock/warrant trading patterns, sentiment changes, or events/news that impact the companies• Develop and communicate with prospective buy/sell-side analysts to increase research coverage and ongoing engagement and communication with existing analysts

• Interacted with existing and potential investors while explaining investment strategy• Cultivated a presence for the firm with reporters throughout the financial media outlets• Authored market letters and prepare investment presentations for asset allocators and potential investors• Distributed commentary to the investment media to help build the Concise brand

• Designed, implemented and maintained formal accounting and compliance standards• Collaborated with partners on creating optimal business development and growth strategies• Conducted prospective investor negotiations and closed on new clients while actively managing current investor base • Authored monthly and quarterly performance newsletters, and deliver market snapshots to clients in person and through conference calls• Acted as point person in sale of Luxemark to a public company; managed necessary audit, compliance and risk management requirements

• Developed global cross-asset analysis, investment strategy, risk management and Treasury analysis for a diverse cross-section of clients including C-suite executives and investment professionals. • Wrote daily and weekly commentary on wide range of investment and economic issues while addressing topical and thematic pieces and publishing commentary on social platforms (LinkedIn, Twitter). The 78 pieces of commentary include: “Dovish hike? Well, not so Much!” “Investors Continue to Debate Market Leadership and Drivers,” “Rising Bond Yields Has Market's Attention,” High Yield Market Holding Firm,” “Central Banks and Jobs, the Week’s One-Two Punch,” and “Fed's Herculean Balancing Act”

• Created a global market strategy platform that included credit, rates, currency, equities and economic research platform while analyzing corporate credits to derive recommendations • Published original fixed income strategy reports incorporating relative value studies and trade ideas across all credit sectors, industry groups and index subsets • Conducted studies on fixed income and equity market performance and valuations factoring in trends in fund flows, interest rate changes, FX and monetary policy adjustments, as well as risk-adjusted performance vs. other asset classes • Produced widely followed daily market commentary and intraday research notes on market developments, appearing frequently on CNBC and Bloomberg• Advised investment banking clients on current market conditions, helping to strengthen client relationships across divisions• Delivered presentations to investors and banking clients promoting the firm’s capabilities • Facilitated informed trade decisions, mitigated risks and promoted client order flow through collaboration with internal trading groups• Communicated thematic capital markets viewpoints to an institutional salesforce• Led one-on-one and group client meetings designed to articulate the firm’s views on broad market developments • Customized client portfolio analysis and special projects that served to drive incremental order flow Wealth Management:• Integrated macro strategy effort with HNW wealth management product offerings that serviced over 8,000 financial advisors (FA) • Created asset allocation and multi-asset class portfolio construction guidelines extensively used by FAs as part of a suite of services for high net worth investors • Expanded the firm’s AUM through strategy presentations at quarterly and annual investors’ conferences as well as regional office and investment committee meetings

• Delivered convertible, credit, equity and credit and equity derivative strategy to internal sales and trading as well as institutional and retail clients• Published periodic and thematic research reports and daily market commentary• Conducted client portfolio analysis and bespoke research projects• Developed multi-asset class investment strategy template for a network of 11,000 retail financial advisors• Earned Institutional Investor ranking for convertible research for multiple years (levels ranging from first through third team)• Tapped as liaison for business continuity planning and as point person for convertible model development