Customer & Markets focus within the Users & Products, Strategy & Operations team

Financial Analysis & Modeling, Business Strategy, M&A and Capital Markets Transactions Advisory, Due Diligence, Industry and Market Research• Performed comprehensive financial modeling and generated marketing and strategy materials across diverse sectors, including aerospace & defense, business services, real estate, and telecommunications• Managed a deal team and interacted with senior bankers and clients on M&A engagements and other strategic discussions• Spearheaded financial analysis for a spin-off transaction and crafted presentation materials on industry landscape, precedent spin-offs, and valuation metrics for management and Board of Directors• Led sell-side due diligence of a corporate carve-out transaction, overseeing the virtual data room and fostering close collaboration with financial co-advisors, corporate development team, functional leads, and prospective buyers• Guided client through buy-side due diligence for a take-private transaction, orchestrating information exchange with the seller and their legal and financial advisors• Formulated investor presentation for real estate investment trust acquisition, spotlighting portfolio strength, asset intrinsic value, market dynamics, and comprehensive returns analysis spanning the capital structure• Generated shareholder activism defense materials for company leadership and Board of Directors; incorporated public company benchmarking, industry analysis, corporate governance, and ESG recommendations• Developed strategic alternatives presentations for executive leadership and Board of Directors with a focus on value creation opportunities

• Majors in Finance and Accounting• Academic Fellow: tutored core curriculum to first-year MBA candidates• Career Fellow: mentored MBA candidates in recruiting and interview preparation• Relevant coursework: Financial Accounting, Financial Reporting and Business Analysis, Financial Disclosure Analytics, Taxes and Business Strategy, Corporate Finance, Valuation, Capital Markets, Distressed Investing and Value Creation, Shareholder Activism, Real Estate Finance, Negotiations

• Assisted the deal team with creating financial models and presentations in support of M&A and capital markets transactions

• Ranked #1 of 6 peer officers by a two-star Navy Admiral for communication and management skills• Integrated Navy and intelligence community resources; transformed complex information into effective and efficient reports for top leaders within the Department of Defense in support of high-priority national intelligence operations• Authored 13 budget requests and operations updates to Congressional Staff members of the Armed Service and Intelligence Committees• Coordinated 11 submarine deployment briefings, including a U.K. Royal Navy briefing, to members of Congress, and military and intelligence community leaders; facilitated vital intelligence updates and enhanced allied partnerships• Produced 95+ memoranda to the Pentagon’s Navy Admirals and 80+ current operations presentations to Department of Defense leaders; disseminated critical intelligence to aid in high-level national policy decisions

• Repeatedly rated #1 of 12 peer officers by the Commanding Officer for extraordinary leadership and tactical performance• Earned the Navy Commendation Medal by the Submarine Squadron Commodore at the end of a three-year submarine tour, in recognition of consistent outstanding performance over the course of two six-month overseas deployments• Prepared 60-person department for the annual nuclear engineering exam through at-sea emergency drill training and quantitative instruction• Selected as one of three ship drivers during an overseas deployment to the European theater, responsible for safety of the 155-person crew and execution of assigned missions• Ensured 100% first-time completion on 35 safety-of-ship maintenance evolutions, totaling over $4M in repairs, in preparation for deployment, readying the $2B submarine for its deployed missions• Managed five-person team accountable for all special operations equipment; chosen as sole ship driver to conduct submerged at-sea diver operations, accomplishing the first special operations mission in the submarine’s history• Trained and qualified 16 maintenance supervisors and inspectors; corrected program deficiencies and increased program’s improvement exam by 20%• Led 13 technicians in maintenance practices, watch-standing, and evolution performance on $30M worth of nuclear equipment

• Received graduate level instruction in naval nuclear engineering, including nuclear physics, electrical engineering, radiological chemistry, and reactor plant design, culminating in hands-on operation of a nuclear propulsion plant • Certified by the U.S. Department of Energy as a Qualified Engineer Officer onboard Nuclear Submarines