Consultant to early-stage startup ventures: Advised start-up ventures seeking seed and pre-seed capital. Services included drafting portions of pitch book, pitchbook review and guidance, sizing total addressable market and detailed financial modeling (used for fundraising).

Served in different teaching/advisory roles to youths, disadvantaged populations on a range of topics.

Exceeded goal by more than 50% in fundraising effort in six month period.

Liaison between school administration and parents. Responsibilities included staffing and oversight of numerous volunteer groups and fundraisers, interviewing and hiring of school principal and multiple teachers.

Head of credit research for 5 person convertible arbitrage team including two research analysts. Responsible for all credit research on portfolio ($300-450mm unlevered). Research was basis for buy/sell decisions, hedging strategies and volatility trading as well as assessment of portfolio risk and leverage.

Buy-side research analyst covering Global Health Care Services Industries. Leveraged analytical and professional research skills to identify, evaluate, present and defend value investment opportunities to executive-level investment committee. Research required detailed financial and accounting analysis in combination with high level strategic understanding of businesses and emerging competitive landscape.

Leveraged analytical and strategy and relationship skills to help guide multiple companies in post-merger integrations. Worked on pitch-teams tasked with business proposals.