Co-Portfolio Manager of the Tactical Asset Allocation strategies of the Absolute Return Balanced and the Quantitative Equity portfolios.

Clients included:Melior Innovations, Inc1-800 PLUMBER1-800 PLUMBER of AmarilloWaste Management, Inc.Zero Energy Waste Solutions

WM's corporate venture capital team invests in innovative next-generation technologies to turn used materials into fuels, chemicals, or other products.• Responsible for economic and valuation assessment of strategic investment opportunities, as well as screening, due diligence, execution and closing.• Supported multiple Managing Directors in conducting investment analysis and research. • Managed the summer internship recruiting process.

• Performed analysis for domestic and international acquisition / divestiture transactions ranging from $10M to $20B, including return sensitivities for various funding scenarios and transaction structures.• Provided C-level executives with financial analysis on a variety of strategic initiatives including:. o Pro forma valuation analysis of leading competitors for potential merger / acquisitions / divestitures.. . .o Republic Services Group Acquisition – Played a key role in building the financial models involved with the potential acquisition of RSG including the divestiture model for DOJ compliance.. o Pro forma valuation of WMI’s lines of business as separate entities.. o Analysis of leveraged buyout / leveraged recapitalization scenarios.. o Analysis of the significance of long-term macro-economic forecasts.• Co-led the development of the 2007 Strategic Growth Plan including Board deliverables and supporting financial models.• Prepared communication materials for C-level executives to present to the Board of Directors, investors, and other third parties. Deliverables include presentations, white papers, and supporting financial models.

BLP Interests was a privately owned real estate investment partnership focused on residential and multi-family properties in the Houston, TX area. At its peak, the firm managed ~$1.5M in assets.