Functional Skills
Business Development
Data Analysis
Accounting
Investor Relations
Financial Modeling
Real Estate Investing
Communications
Commercial Due Diligence
Product Data Management
Sales Strategy
Marketing Analytics
Operations Management
Forecasting / Projections
Healthcare Analytics
Software Skills
SQL
Python
Microsoft Excel
Data visualization
Datatables
Google Sheets
Jupyter notebook
Make.com
Microsoft Office
Prompt Engineering
Sector Experience
Business Services
Financial Services
Healthcare
Real Estate
Experience
Proechelon Group
Management Consulting
Founder & Operator
12/2021 - Present
• Served as a strategic thought partner to healthcare CEOs/CFOs, ensuring that they were well-versed on financial modeling methodology as well as the financial health of their respective companies.
• Partnered with a Southeast hospital system to manage claims expense forecasting and reimbursement modeling by analyzing historical billing data and projecting utilization trends across payor mix, billing codes, and reimbursement structure.
• Led a six-month financial assessment of a Dallas-based clinical lab, modeling revenue projections by CPT/ICD-10 codes, running competitor research, and conducting downside scenario analysis to evaluate financial sustainability.
• Assisted an Austin-based healthcare operator seeking to serve lower-income populations by building a forward-looking financial plan, researching target demographics, and optimizing payor mix to improve claims recovery and long-term viability.
• Built and maintained investor-grade financial models, including three-statement
• Partnered with a Southeast hospital system to manage claims expense forecasting and reimbursement modeling by analyzing historical billing data and projecting utilization trends across payor mix, billing codes, and reimbursement structure.
• Led a six-month financial assessment of a Dallas-based clinical lab, modeling revenue projections by CPT/ICD-10 codes, running competitor research, and conducting downside scenario analysis to evaluate financial sustainability.
• Assisted an Austin-based healthcare operator seeking to serve lower-income populations by building a forward-looking financial plan, researching target demographics, and optimizing payor mix to improve claims recovery and long-term viability.
• Built and maintained investor-grade financial models, including three-statement
151 Capital Management
Finance
Chief Operating Officer
5/2020 - Present
• Structured and launched multiple hedge fund vehicles across various alternative investment strategies including healthcare, real estate, life settlements and market neutral equities.
• Managed marketing campaigns to educate investors on various absolute return driven alternative investment strategies.
• Led fund strategy, investor relations, and performance reporting, coordinating across legal, accounting, and capital partners.
• Managed capital deployment and portfolio tracking across our public real estate book and life settlements portfolio.
• Directed the firm's internal operations, investor communications, and capital raise execution with a focus on institutional readiness and transparency.
• Managed marketing campaigns to educate investors on various absolute return driven alternative investment strategies.
• Led fund strategy, investor relations, and performance reporting, coordinating across legal, accounting, and capital partners.
• Managed capital deployment and portfolio tracking across our public real estate book and life settlements portfolio.
• Directed the firm's internal operations, investor communications, and capital raise execution with a focus on institutional readiness and transparency.
Alcentra / Ellington Management Group
Finance
Assistant Vice President – Product Management/Business Development
1/2017 - 8/2019
• Led global development of marketing collateral across High Yield, Leveraged Loan, Multi-Credit, and Direct Lending strategies, supporting ~$18B in AUM.
• Spearheaded and closed Alcentra's first €250M Evergreen SMA mandate within its Direct Lending platform.
• Managed full fund lifecycle processes from capital raising and due diligence through onboarding, closings, and investor distributions.
• Coordinated RFP/RFI execution contributing to over $1B in capital raised for Direct Lending products.
• Built Excel-based portfolio analytics and benchmark comparison models to support investor communications and strategic positioning.
• Spearheaded and closed Alcentra's first €250M Evergreen SMA mandate within its Direct Lending platform.
• Managed full fund lifecycle processes from capital raising and due diligence through onboarding, closings, and investor distributions.
• Coordinated RFP/RFI execution contributing to over $1B in capital raised for Direct Lending products.
• Built Excel-based portfolio analytics and benchmark comparison models to support investor communications and strategic positioning.
Bloomberg LP
Finance
Senior Product Specialist – Structured Credit
1/2015 - 1/2017
• Trained all upcoming employee classes in advanced Excel skills and fundamental market knowledge across fixed income and structured credit.
• Primary product exposure: RMBS, ABS, CMBS, CLOs, Agencies, Treasuries, Corporate bonds
• Oversaw the development of Bloomberg's efforts in modeling over 700 CLO deals by coordinating with colleagues in product &
engineering to gather loan level data from over 100 collateral managers in the market.
• Provided sales support in managing client relationships and assisting new sales within the securitized product space.
• Constructed cash flow models and amortization tables using Bloomberg API to model agency & non-agency RMBS.
• Primary product exposure: RMBS, ABS, CMBS, CLOs, Agencies, Treasuries, Corporate bonds
• Oversaw the development of Bloomberg's efforts in modeling over 700 CLO deals by coordinating with colleagues in product &
engineering to gather loan level data from over 100 collateral managers in the market.
• Provided sales support in managing client relationships and assisting new sales within the securitized product space.
• Constructed cash flow models and amortization tables using Bloomberg API to model agency & non-agency RMBS.