- Managed cases, including serving as the main point of contact for counsel / clients, reviewing analysis performed and report sections drafted by junior analysts, and developing case strategy- Developed dynamic Excel-based valuation models utilizing the income and market approach methods (including discounted cash flow analysis) of enterprises located in emerging and frontier markets- Developed cash flow models with stress-testing for solvency opinion purposes- Conducted research into industry trends, finance and economics literature, and market data- Drafted expert reports for international arbitrations and US litigations- Developed presentations of analyses and other expert testimony to be delivered to arbitration tribunals- Developed lines of questioning to prepare counsel for cross-examination of opposing expert witnessesKey cases / projects include:- Estimation of lost profits to an international shipping company related to a breach-of-contract- Valuation of a gold mine in the Caucasus region in connection with an indirect expropriation- Economic analysis of the proximate causes of loan defaults related to a political risk insurance claim- Development of a solvency opinion for a restaurant company targeted in an acquisition

Tax Controversy:- Created dynamic Excel-based valuation models of intangible and other assets for expert testimony purposes, utilizing the income approach and market approach methods- Conducted research into industry trends, academic valuation theory, and market data to support valuations- Drafted expert reports to support expert testimony- Developed initial case arguments and valuation strategies- Developed arguments, conducted analysis, and compiled research to rebut opposing expert reports- Key cases include: - Valuation and subsequent royalty pricing of intellectual property sold to a related party in connection with a multi-billion-dollar transfer pricing case - Valuation of the intangible assets acquired in a 1980s bank merger in connection with a breach-of-contract damages claim against the governmentTransaction Economics:- Conducted credit rating analyses of contemplated debt instruments- Benchmarked reasonable rates of interest on intercompany debt- Prepared cash flow models to demonstrate the ability of borrowers to repay interest and principal on debt- Applied economic and financial principles to identify the risk factors involved in a deal structure and industry for a variety of financial transactions, including asset acquisition / disposition deals and reorganizations- Prepared high-level and detailed reports of economic analyses conducted on intercompany and third-party debt issuances for client presentations and transaction documentation- Worked at all levels of transaction structuring from evaluating alternative structures through closing- Developed a DCF model to support the tax treatment of a debt restructuring deal in the travel industry- Industries served: Oil and gas, renewable energy, financial services, healthcare, technology, REITs, consumer products, travel services

- Leveraged Test & Learn predictive analytics software to conduct performance tests and analyses of various client initiatives, including digital media spending, product introductions, product price sensitivity, etc.- Delivered targeted national and international rollout plans of analyzed initiatives to clients- Created automated SQL data feeds to load client data into the Test & Learn database- Analyzed tests using statistical models to drive granular, data-driven results and presented analysis to clients- Trained clients in the statistical and data models of Test & Learn- Conducted ROI analyses for marketing initiatives in each national market for a global beverage producer- Clients served: national restaurant chains, global beverage producers, and private equity funds

Now known as MasterCard Data & Services, see MasterCard for description

- Conducted US real estate market research to create an investor report for a new property- Developed a new landlord management program in order to create upward rent pressure on properties- Assisted with research and planning for a real estate technology startup conferenceRelevant Skills:- Market Research: find and compile real estate market data into a report for investors- Creative Problem Solving: generate innovative ideas to increase revenue opportunities for landlords

Coached and mentored disadvantaged youth soccer players at a charter school in Chester, PA