prepare comprehensive pitchbooks for M&A and client advisory,
including company profiles, industry overviews, and strip profiles, leveraging
tools such as PowerPoint, FactSet, and Refinitiv
Conducted in-depth valuation analyses using DCF, trading comparables, and
transaction comps to determine fair value and support strategic investment
decisions
Evaluated credit risk by preparing 100+ capitalization charts and detailed
credit reports, assessing financial health, key metrics, and covenant
compliance
Developed 50+ earnings summaries and 12+ subsector decks, helping client
teams anticipate market shifts and improve decision-making on sector
positioning.
Collaborated with cross-functional teams (risk, compliance, legal) to
complete10+ credit notes, ensuring100% adherenceto covenant
Founded Care Comics, a healthcare newsletter using visual storytelling to
simplify industryconcepts for a broader audience