3 Crown Capital Dec 2015 - Apr 2019
Co-Founder
Waystar, the Combination of Navicure and Zirmed Dec 2015 - Apr 2019
Senior Director of Fp and A
Waystar, the Combination of Navicure and Zirmed Nov 2018 - Mar 2019
Corporate Finance Professional
Gch International, Inc. Apr 2016 - Mar 2018
Director of Finance and Administration
Neace Ventures Mar 2015 - Dec 2015
Head of Real Estate Investments - Associate
Education:
Indiana University - Kelley School of Business 2005 - 2007
Master of Business Administration, Masters, Accounting, Entrepreneurship
Flagler College 2002 - 2005
Bachelors, Bachelor of Arts, Business Administration
Skills:
Financial Modeling Financial Analysis Finance Risk Management Analysis Internal Controls Strategy Competitive Analysis Valuation Microsoft Excel Financial Reporting Accounting Investments Forecasting Data Analysis Auditing Presentation Development Powerpoint Banking Business Analysis Process Improvement Due Diligence Factset Capital Iq Multi Family Investment Properties Investment Properties Ms Excel Pivot Tables Data Cubes Data Visualization Microsoft Dynamics Erp Profitability Management Kpi Reports Financial Planning Data Mapping Data Modeling Budget Process Collaborative Problem Solving
Certifications:
Certified Public Accountant Certified Internal Auditor Passed Level 2 of Cfa Exam License 101996 License 1380008
Management Reporting Business Analyst at Artisan Partners, Owner-Member at 1353 S 2nd LLC
Location:
San Francisco, California
Industry:
Investment Management
Work:
Artisan Partners - San Francisco Bay Area since May 2011
Management Reporting Business Analyst
1353 S 2nd LLC - Louisville, Kentucky Area since Jan 2011
Owner-Member
Federal Reserve Bank of San Francisco - San Francisco Bay Area Nov 2010 - May 2011
Senior Financial Analyst
Federal Reserve Bank of San Francisco - San Francisco Bay Area Oct 2008 - Dec 2010
Senior Project Analyst
Federal Reserve Bank of San Francisco - San Francisco Bay Area Jun 2008 - Oct 2008
Financial Auditor II
Education:
Indiana University - Kelley School of Business 2005 - 2007
MBA, Financial Analysis, Accounting, & Entrepreneurship
Flagler College 2002 - 2005
B.A., Business Administration
Skills:
Competitive Analysis Financial Analysis Presentation Development Microsoft Excel Financial Modeling Analysis PowerPoint Financial Reporting Banking Valuation Risk Management Accounting Business Analysis Investments Process Improvement Internal Audit Due Diligence Forecasting Data Analysis Finance Internal Controls