Skills, Books, and Blogs

Recent work examples appear in the gallery below. The top 3 images are for internal use only — 3 Statement Vertical Model, 13 Week Cash Flow Summary, and PE Commitment Pacing Model.

Skills & Expertise

  • Private Markets Expertise & Investment Analytics
    10+ years of experience allocating capital across private equity and credit, with deep knowledge of fund diligence, manager selection, and portfolio optimization.

  • Strategic Product Development & Go-to-Market Execution
    Built and launched a B2C physical therapy app from scratch. Skilled in survey design, MVP development, customer journey mapping, and GTM strategy.

  • Cross-Functional Collaboration & Team Leadership
    Led multi-disciplinary projects across finance, tech, and customer success. Known for translating complex ideas into actionable business strategies.

  • Data-Driven Decision Making & Operational Improvement
    Designed performance tracking dashboards and reporting processes that boosted revenue by $20–30K/client and improved efficiency by 40%.

  • Fintech & SaaS Market Understanding
    Passionate about user-centric innovation in healthcare technology and fintech spaces. Experience working with CRM, data platforms, and early product growth stages.

  • Client Strategy, Business Development & Relationship Management
    Trusted advisor to institutional clients. Blended analytical rigor with strong communication to drive adoption and align stakeholder goals.

  • Tools & Tech
    Excel, PowerPoint, Salesforce, Pitchbook, Private-IQ, Survey Tools, SQL (Basic), Python (Beginner), Product Flow Design, KPI Dashboards.

  • Classes
    Taking an in-depth financial modeling course via The Financial Modeling Educator and learning Python via DataCamp.

    • 3 Statement Vertical Model (Completed)

    • 13 Week Cash Flow Model (Completed 6/4/2025)

    • Advanced Operating Model (18% Completed as of 6/10/2025)

    • Private Equity LBO Model (Starts post Operating Model Class)

    • Completed the following classes via Wall Street Prep’s Investment Banking Training Courses — Accounting (Crash Course), Excel (Crash Course), and PowerPoint (Crash Course).

Books, Blogs, Etc.

  • Always looking for books that spur new ideas. A few favorites include, but not limited to the following: The Power of Habit, Don't Make Me Think, Hooked, The Little Blue Book to Investing, The Checklist Manifesto, and others. Just started reading The Next American Economy by Samuel Gregg.

  • Favorite podcast/blogs: Marketing School by Neil Patel, and I occasionally read articles from Ryan Levesque (huge fan of his book Ask), Andrew Chen, TechCrunch, and NFX. Additionally, I enjoy First Trust Bank’s Monday Morning Outlook and insightful private market trends via Pitchbook, Adams Street Partners, Oaktree Capital Management, and other leading private equity practitioners.