STIFEL FINANCIAL CORPORATION Baltimore, MD
Associate Equity Research Analyst II, Healthcare REITs and Operators July 2014 – Present
Build and maintain financial models and run scenario analyses to determine value, evaluate business strategies, and assess investment risk of companies under coverage.
Publish reports and speak directly with investors to provide industry expertise and company-specific insights.
Communicate frequently with salesforce to ensure clients receive timely, relevant research on the healthcare real estate and seniors housing sectors, including design and delivery of custom data analysis projects.
Launched coverage on three companies, expanded my coverage universe, and was promoted within one year.
Hosted investor meetings with management teams of six REITs at November 2015 NAREIT conference.
WELLS FARGO SECURITIES, LLC Charlotte, NC
Investment Banking Analyst, Middle Market Group June 2013 – June 2014 Responsibilities:
Carolinas Coverage: Supported senior bankers in sourcing and executing a variety of transaction types across all industries, including Mergers & Acquisitions, Leveraged Buyouts, and a variety of debt financings.
Financial Analysis: Created comprehensive financial models and utilized a variety of analytical methodologies to value companies and evaluate the pro forma impact of corporate finance decisions.
Transaction Execution: Drafted key transaction materials including valuation analyses and offering memoranda while working closely with clients’ senior management teams from initial due diligence to the transaction marketing process, management presentations, and buyer business diligence. Representative Transaction:
Sole strategic advisor to a Physician Practice Management firm on its $130M sale to TeamHealth Holdings.
Constructed detailed bottom-up three-statement projection model incorporating expected contract-level performance and industry-wide impact of demographic shifts and the Affordable Care Act.
Interacted extensively with the CEO and CFO to address company-specific strengths and weaknesses. LEMMA SENBET FUND College Park, MD
Equity Research Analyst, Information Technology April 2012 – May 2013
Collaborated with a competitively selected team of 12 to manage a $700,000 university endowment fund.
Pitched buy and sell recommendations for potential equity investments in the Information Technology sector, including one buy recommendation that the fund continues to hold today.
PRICEWATERHOUSECOOPERS LLP Washington, DC
Structured Finance Summer Analyst June – August 2012
Modeled CDO/CLO waterfall structure for payment verification and conducted collateral analysis.
Reverse-engineered Fannie Mae live deal to model cash flows and WAL sensitivity under various scenarios.
Conducted research on derivatives accounting and presented findings to over 30 staff and interns.
UNIVERSITY OF MARYLAND – Robert H. Smith School of Business College Park, MD Bachelor of Science in Finance August 2009 – May 2013
Magna Cum Laude; Cumulative GPA: 3.97
SKEMA BUSINESS SCHOOL OF FRANCE Sophia Antipolis, France Some Coursework for Master of Science in Finance January – May 2012
Affiliations: Omicron Delta Kappa, Leadership Honor Society; Foundation Beyond Belief Crisis Response Team.
Interests: Public speaking, ancient history and antiques, travel, cooking.