Advised senior management on strategic direction for engagements. Coordinated cross-functional programs spanning multiple projects. Highlighted projects: -Supported and advised large pharmaceutical organization on the development of two new business units valued at $7B, supervising operational separation, legal entity realignment, and relevant SEC filings. -Spearheaded initiatives for $4B integration of med device business unit with global life sciences organization – mapped existing operating model and developing strategic plan to achieve their desired future state. -Increased revenues by $300M and grew deposit base by 10% for mid-sized regional bank with $1B in revenues, providing support creating an integration strategy to enhance M&A transaction readiness, overseeing workshops to educate senior management and run through a mock transaction, and identifying acquisition targets for clients. -Developed transactional service agreements to separate a $3B med device division within a private organization, focusing on costing and scope from parent company to NewCo.

Conducted data analysis, financial modeling, and market analysis to identify operational pain points and opportunities.Highlighted projects:-Developed forecasting model for future state run-rate costs of large pharmaceutical manufacturer with $56B in revenues considering spin-off, advising senior management during preparation of model presented to the board.-Investigated variances between forecast and actual financials for leading enterprise technology provider with revenues of $52B – skyrocketing accuracy rates in forecasting by 50% and enhancing budget planning.

Capital Markets, Trading