North American Private Equity (NAPE). Coverage experience includes: Healthcare, Consumer, and FinTech.Within Healthcare, I have covered nearly all areas of the healthcare ecosystem, but have particularly high experience in HCIT and Pharma Services including Hospital Optimization Software, Medical Supply Chain Software, PharmaTech, RCM, Payments, CRO/CDMO, Clinical Trial Site Services, etc.Active Portfolio Companies: Hospital Optimization Software, AI & Analytics company; and Supply Chain Software Solution

• Manage budget of $300K, work with alumni, and raise funds through equipment sales and hosting youth tournaments• Dedicate over 24 hours per week to practice, conditioning, and games

• Sourced over 1000 proprietary opportunities across many industries based on Copley investment criteria• Successfully progressed multiple proprietary opportunities up the pipeline to submissions- one to an LOI and two to IOI • Assisted in LBO modeling and analysis for new potential platforms and to further diligence for those under exclusivity• Researched market opportunities in various sectors and formulated industry reports

• Collaborated with Investment Team to source potential investment ideas in the Technology and Healthcare sectors for long only and hedge portfolios• Responsibilities included reviewing financials documents, investor relations materials, third-party and sell-side research, and interviewing executive management teams• Met with over 30 companies across Internet, Software, Hardware, Medical Device, and Biotechnology subsectors• Performed financial modeling to help determine risk/reward analysis for potential equity and convertible bond investments• Actively participated in Investment Team and Risk Management Meetings • Researched and co-authored white paper on the negative alpha associated with shorting stocks.

• Reported to two Wealth Management Senior Vice Presidents of the R&B Group• Researched and evaluated performance of all AUM’s over a 10 year period; calculated R&B Group’s returns and compared to S&P and other core equity and fixed income mutual funds such as Columbia, Nuveen, and Fidelity• Developed Excel spreadsheets detailing historical performance data to be used for business development