• Analyze opportunities from MedTech start-ups and companies to determine the most viable technologies• Assess new innovations being created by the CCMC medical staff and new partners to bring to trial process• Cycle through key assessment areas including Market, Sales/Distribution, Competition, IP/Patent, and Financials

• Conducted detailed analytical research in the Managed Security Service Providers industry to find compatibility with SCM’s established investment criteria• Led team of interns on Investment Banker/Broker outreach to build relationships and continue a stream of deal flow• Sourced 40 potential proprietary acquisitions per week and organized to an outreach folder using Microsoft Excel• Worked closely with Managing Partner screening information memorandums (CIM) for attractive investment opportunitiesto add to the deal pipeline• Supported deal teams by preparing indication of interest (IOI) and letter of intent (LOI) to potential targets• Collaborated with industry team to build a dynamic LBO model to calculate the Internal Rate of Return

• Provided assistance on account transactions, financial advice and resolved customer complaints• Mentee of Vice President in Wealth Management division performing company analysis and portfolio management/compliance• Contributed to corporate activities such as orientation, focus sessions, and volunteering to promote a healthy economy (Saratoga Chamber)

• Work with an investment management team, overseeing the investment strategies for a $730k fund• Leverage fundamental financial analysis of companies to present investment recommendations to the fund• Analyze company 10-Ks, 10-Qs, and research reports performing due diligence on potential investment opportunities