Chase Harvey Email and Phone Number

Worked within the EFM segment, focusing on investment asset allocation, portfolio advisory, risk management, cash flow forecasting, trusts, tax, benefits & compensation analysis, for Fortune 1000 executives and prominent entrepreneurs.

Conducted a microeconomic analysis of Pediatric Acute-onset Neuropsychiatric Syndrome (PANS) diagnostics and IVIG treatment, focusing on out-of-pocket costs and their implications for patients and the healthcare system, with advisory from UCLA Economics, UCLA Health, Stanford Medicine, and the PANDAS Network.• Performed a literature review of indirect healthcare costs not accounted for within the study, and collected financial data in tandem with the Brain Information Collaborative, modeling all statistical inferences in R.

Joined the private equity and medical services organization, Grupo MedSum (GM), while abroad in Spain. GM exists to reshape the Spanish healthcare landscape via M&A and corporate restructuring, crafting consolidated portfolios of clinics for subsequent acquisition by larger PE sponsors.• Conducted deal sourcing/origination for Madrid & Barcelona clinics with full analytical reports, reflecting operational and financial due-diligence of 60+ clinical firms, aiding an acquisition.• Assisted in comparative valuations and cash flow modeling to identify and mitigate financial risk of 5 future buyouts.

Joined the consumer health company MOSH, co-founded by Patrick Schwarzenegger and Maria Shriver, which exists to create a dialogue about brain health through food, education, and research. MOSH successfully closed their Series A in my last week at the venture.• Utilized Excel for FP&A, executing statistical regressions to drive revenue maximization and ensure adherence to financial benchmarks. • Assembled weekly executive reports to reflect asset scaling trajectory.• Built an automated workspace via Airtable that streamlines communication amongst stakeholders, and has the capability of creating/organizing company-wide data reports (supply chain, operations, sales, etc.).• Constructed an interactive sales heat mapping system to both amplify revenue and utilize for GTM strategy.• Conducted clinical product research to substantiate product claims for funding partnerships.

Created and spearheaded an immersive entrepreneurial experience named Lavendor at UCLA, which aimed to redefine second-hand fashion. Our vision encompassed a swipe-based platform enriched by a pictographic AI algorithm and an auction-centric sales model. This project served as a practical simulation, offering UCLA students insights and experience in the dynamics of a rapidly-growing venture. • Assembled and spearheaded a cross-functional team of 30+ UCLA undergraduates (developers, designers, marketers) to build an innovative e-commerce MVP.• Conducted market research and derived vital insights for strategic product roadmap decisions.• Drafted potential financial projections for a market launch scenario.• Pitched and collaborated with venture capital firms and angel investors to refine our vision and test market viability.• Successfully scaled the product to be market-testing ready.

Joined the biotechnology startup Nouri Life, which specializes in the research and development of gut health products designed to bridge health disparities, fostering greater healthcare equity and accessibility.• Created competitive landscapes and performed strategic analyses on peer companies for investment and development purposes.• Authored ingredient research reports and articles for the product development team and executive leadership.• Wrote informative marketing newsletters that break down the intricacies of gut health, while underscoring the importance of mitigating health inequities.