Led business development organization and managed investor relations for Penumbra, Inc. (NYSE: PEN), a global healthcare company focused on innovative therapies. Responsibilities included identifying, structuring and executing potential acquisitions, partnerships and other business opportunities and managing investor relations activities.

Executive Director in J.P. Morgan's Healthcare Investment Banking group focused on digital health, medical technology and emerging healthcare companies. * Provided strategic and financial advisory services to healthcare companies primarily in the medical technology, digital health and diagnostics sectors.* Established and led J.P. Morgan’s digital health efforts, including originating new business, identifying key themes, collaborating across industry groups and highlighting digital health at the annual J.P. Morgan healthcare conference.* Partnered with companies of all sizes, from large consolidators to emerging companies, advising management teams and boards on capital raising, corporate strategy and business development initiatives and capital structure considerations,* Completed over 40 M&A and financing transactions, including public and private sell-sides, buy-side advisory, merger of equals, collaboration agreements, IPOs, equity follow-on offerings, convertible debt offerings and private placements.

Vice President in JPMorgan's Healthcare Investment Banking Group focusing on medical technology, digital health and emerging healthcare companies

Investment Banking Associate in JPMorgan's Healthcare Investment Banking group

Contributed to a wide variety of transactions throughout all stages of the investment banking process including idea generation, valuation analysis, client interaction, industry research and due diligence. Conducted various analyses to value companies such as discounted cash flow analysis, comparable public company analysis, comparable transaction analysis and step-up analysis. Completed 14 (8 lead) transactions, including a private placement, 5 initial public offerings, 6 secondary offerings and two M&A advisory assignments. Promoted to associate after two years as an analyst.

Performed yearly audits and quarterly reviews for public and non-public clients, including Apple and Brocade Communications Systems. Attended annual and periodic trainings, including Assurance Fundamentals, New In-Charge, Revenue Recognition, Sarbanes-Oxley, and other technical accounting trainings. Participated in recruiting, staff communications leadership group, and KPMG’s “Involve” outreach program.