Financial analysis expert. 15+ years of financial modeling experience and the co-founder of a health technology start-up.
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I'm an entrepreneur that loves leveraging my experience to help other high-growth companies succeed.
Before co-founding my current start-up, I spent over 10 years in the finance industry gaining significant experience in financial modeling/analysis, forecasting, credit analysis, underwriting, and business development.
I graduated from Stanford University - Psychology (Major) & Economics (Minor)
Apr 2, 2014|Financial Planning|Private|Completed
Mar 28, 2014|Management Consulting|Private|Completed
Mar 13, 2014|Management Consulting|Private|Completed
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Apr 11, 2013|Financial Planning|Private|Completed
A summary of the major financial results as well as the key metrics that drive your...
All of my models have a summary of the financial assumptions for a quick review of the...
The detailed revenue and expense build up is included on a separate worksheet in the...
The annual financial statements are supported by monthly and quarterly projections that...
I have built literally hundreds of financial models over my 15 years of experience. Iíve also worked for two start-ups tackling everything from inventory management to fundraising.
I love analyzing complex financial issues and creating tools that extract knowledge from the details. I work hard and fast. My modeling style is efficient but at the same time, organizes the information in a way that lets my audience easily follow the process I take to arrive at my conclusion. The result is a product that is flexible and modifiable by my clients. My goal is to deliver a tool that you can build on as your needs / goals change.
Iím excited to offer you the following services:
~ Financial Modeling (historical, pro forma, and scenario analysis)
~ Financial Analysis (valuation, cash flow, expense, and other)
~ Budgeting (corporate, divisional, department, and by product)
~ Business Consulting (business plans, fundraising, and operations)
~ Strategy Consulting (business and corporate development)
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Co-Founder and COO
2010 - Present
Danís Plan is a personal health / technology start-up that helps members simplify their health practice. I co-founded this company and am responsible for all financial, operational, and business...
Vice President, Private Placements Group
2007 - 2010
I was part of a two person team that managed a $3.0 billion portfolio of 50 investments in multiple industries. My primary role involved detailed credit analysis, financial modeling, industry /...
John Hancock Financial Services
Director, Bond and Corporate Finance Group
2002 - 2007
I was part of a two person team that managed a $3.5 billion portfolio of investments in the Food & Beverage industry. My primary role involved detailed credit analysis, financial modeling, industry...
Director - Business Development
2000 - 2002
DoubleTwist was a bioinformatics start-up providing genomic data and tools to biotech and pharma customers engaged in gene discovery and drug development. I negotiated and implemented revenue and...
Deutsche Banc Alex. Brown
Investment Banking Analyst
1998 - 2000
I was an analyst in the Financial Sponsors group, providing financing to private equity clients. I performed analysis for internal credit approval, created detailed financial models, and assisted...
BA - Psychology & Minor - Economics
1994 - 1998