• One of three senior executives to formulate overall company strategic direction and execute critical decision-making.• Developed highly detailed dynamic budgets and multiyear financial projections using input from all relevant constituencies.• Key participant in multiple rounds of seed capital fundraising; developed investor marketing materials and served as primary investor relations contact.• Conducted contract negotiations with large airline customers, government agencies, vendors and partners.• Rigorously tracked corporate expenditures and consistently outperformed cost plans.• Created and maintained dynamic capitalization table models with scenario analysis.• Negotiated international acquisition and led due diligence efforts and integration planning.• Managed Board of Directors meetings and produced Board materials.• Implemented firm's HR & payroll systems, insurance policies, accounting methods, regulatory/legal/tax compliance processes and other operational infrastructure.• Spearheaded project to design and launch firm's online presence and contributed heavily to development of firm’s customer marketing strategies.

Hedge Fund with hybrid long/short fundamental and event-driven equity strategy launched November 2014.• Generated significant profits by producing approximately 650 basis points of annualized alpha on capital deployed and a hit ratio of approximately 60%.• Served as a Generalist with a primary focus on the Consumer sector and secondary focus on the Business Services, Industrials and Telecom/Media/Technology sectors. Aided other team members in work on Healthcare and Energy investments.• Deployed up to 20 positions and 70% gross capital exposure, including over half of firm’s short book.• Conducted full research due diligence on potential investments, including corporate/strategic/industry analysis, management interviews and channel checks.• Built detailed financial models on positions and applied multiple forms of valuation analysis.• Participated in marketing meetings, investor presentation design and quarterly letter writing.• Helped design firm’s proprietary investment process and detailed risk/reward analysis.• Assisted in fund launch, service provider selection, due diligence questionnaire creation, hiring and marketing.

Investment management platform providing capital and resources for independent portfolio managers.• Managed small long/short equity portfolio that included fundamental and event-driven ideas.• Portfolio composed of Consumer, Business Services, Telecom, Media, Technology, Healthcare and Industrial names.• Conducted complete due diligence on all potential investments to evaluate company business models and create financial projections.• Monitored fundamentals, formulated investment strategies/exposures and executed trades.

Long/Short U.S. Equity Hedge Fund investing across all market capitalizations and most industries.• Jointly managed portfolio that grew from $3 million to over $500 million in assets at peak.• Outperformed S&P 500 index by an average of 375 basis points annually using minimal leverage.• Contributed substantial amounts of direct P&L as the Retail and Business Services analyst.• Performed detailed due diligence on investment ideas including financial modeling, sensitivity analyses, business model examination, valuation work and M&A scenarios.• Interviewed management teams during due diligence and maintained ongoing dialogues thereafter.• Served as the firm's Director of Research. Provided guidance and feedback to a team of six analysts to optimize the quality of their idea generation and company analysis.• Led marketing meetings with existing and prospective clients that resulted in investment allocations.• Intimately engaged in day-to-day operations and long-term strategic planning, including performance analysis, marketing, legal issues, personnel, compensation and product design.

Long/Short U.S. Equity Hedge Fund investing in all market capitalizations and industries.• Generalist analyst for four years and Retail/Consumer analyst for one year.• Deployed up to 25% of fund’s assets and contributed meaningfully to overall return during tenure. • Formulated investment ideas through conversations with analysts, reports and conferences.• Performed rigorous due diligence including financial modeling, industry and competitor research, valuation analysis, dialogues with management, field level surveys and use of industry consultants.

• Supported senior analysts in providing equity research coverage of companies in the HMO, physician practice management, beverage and electrical equipment industries.• Built comprehensive financial models and wrote detailed company reports.• Tracked industry trends and monitored key sector indicators.• Interacted with company managements, internal sales force, and institutional clients.