• Worked in a group that originates and structures revolving lines of credit for private equity funds (across all strategies), which are secured by the uncalled capital commitments of the funds’ investors. • Executed over 20 transactions totaling $3.2BN in total facility size (~$2.4BN Wells Fargo commitments). • Drafted internal credit approval memos; closed on schedule by overseeing outside counsel and coordinating actions among multiple internal groups (credit team, client… Show more • Worked in a group that originates and structures revolving lines of credit for private equity funds (across all strategies), which are secured by the uncalled capital commitments of the funds’ investors. • Executed over 20 transactions totaling $3.2BN in total facility size (~$2.4BN Wells Fargo commitments). • Drafted internal credit approval memos; closed on schedule by overseeing outside counsel and coordinating actions among multiple internal groups (credit team, client relationship bankers, portfolio management, syndication, back office). • Responsible for managing multiple deals from mandate to close with minimal senior team member oversight. • References readily available. Show less

While a member of Citi's Healthcare Finance Group, my responsibilities were broadly related to transactional work on debt financings, mergers, divestures and strategic assessments. As the Group’s sole summer analyst I worked directly to support senior professionals across the country; constructed complex credit and valuation models; created buyer information books, pitch books, authored case studies and administered data rooms and facilitated due diligence processes for public and private… Show more While a member of Citi's Healthcare Finance Group, my responsibilities were broadly related to transactional work on debt financings, mergers, divestures and strategic assessments. As the Group’s sole summer analyst I worked directly to support senior professionals across the country; constructed complex credit and valuation models; created buyer information books, pitch books, authored case studies and administered data rooms and facilitated due diligence processes for public and private health systems across the US. Show less

While in China, I interned with Parthenon Group subsidiary, New Pacific Consulting. Our office assisted PE firm portfolio companies with market entry in mainland China. My responsibilities included profiling acquisition and joint-venture targets; Conducting extensive research and authoring competitive market analyses on niches within both the consumer goods and construction industries in China as well as presenting to visiting clients in strategy sessions.

Shadowed the CEO of Telos, an IT defense contractor, and spearheaded social media and community development efforts