Fields of work: Rx-to-OTC Switch Strategy, Managed Care Communications, Marketing, Healthcare PolicyHelps clients solve complex challenges and make strategic business decisions involving both qualitative and quantitative inputs.Performs analysis of financial and other market data, as it relates to marketing initiatives. Key responsibilities include channel research, strategic development, implementation, and measurement of projects. Experience includes building NPV and ROI… Show more Fields of work: Rx-to-OTC Switch Strategy, Managed Care Communications, Marketing, Healthcare PolicyHelps clients solve complex challenges and make strategic business decisions involving both qualitative and quantitative inputs.Performs analysis of financial and other market data, as it relates to marketing initiatives. Key responsibilities include channel research, strategic development, implementation, and measurement of projects. Experience includes building NPV and ROI models, performing volumetric forecasts, and managing consumer research inputs.Supports management of strategic client initiatives. Expertise in the development and management of programs to address Managed Care issues: reimbursement, cost effectiveness, quality, member engagement, healthcare consumerism. Manages project plan. U.S. and global markets experience. Interfaces with industry opinion leaders and key industry journalists and publications. Show less

Integral member of audit team for several public companies, including Lucent Technologies and Wyndham Worldwide. Performed analytical procedures and tests of details within specific balance sheet and income statement accounts.

Managed $3 million of Notre Dame’s endowment funds as part of Applied Investment Management Program, at the Mendoza College of Business. Assembled company overviews, industry overviews, earnings estimates, relative value comparisons, and discounted cash flow models for current portfolio stocks as well as prospective stocks. Used fundamental and technical analysis methods to analyze and value companies. Managed and published key financial models and final documentation for investment team… Show more Managed $3 million of Notre Dame’s endowment funds as part of Applied Investment Management Program, at the Mendoza College of Business. Assembled company overviews, industry overviews, earnings estimates, relative value comparisons, and discounted cash flow models for current portfolio stocks as well as prospective stocks. Used fundamental and technical analysis methods to analyze and value companies. Managed and published key financial models and final documentation for investment team consideration. Led portfolio management process, including opportunity assessment, stock selection, trade idea generation, trade execution, and portfolio monitoring. Prepared formal presentation which summarized portfolio changes and performance for AIM Advisory Board. Show less

Worked with group whose focus was the negotiation and closing of equity and debt financings for public and private real estate companies, including REITs and homebuilders. Developed valuations, built assessment models, and worked on live deals, including mergers, equity and debt offerings, and leveraged buyouts of industry companies. Prepared pitch books, managed project plan elements, assisted in preparation for due diligence meetings, performed company research, and tracked financial… Show more Worked with group whose focus was the negotiation and closing of equity and debt financings for public and private real estate companies, including REITs and homebuilders. Developed valuations, built assessment models, and worked on live deals, including mergers, equity and debt offerings, and leveraged buyouts of industry companies. Prepared pitch books, managed project plan elements, assisted in preparation for due diligence meetings, performed company research, and tracked financial performance of prospective clients. Show less