Minneapolis, Minnesota, United States
Hello! I am an MBA candidate at the Yale School of Management. My interests at the moment mainly align with healthcare-focused investing in private equity and venture capital, but I am happy to broaden my perspective and listen to people share their experiences from all careers. Outside of work, I enjoy playing the violin in symphony orchestra and string quartets. I graduated from the University of California, Berkeley with honors in economics and music, and I will constantly strive to keep music in my life as a means to listen to, learn from, and collaborate with others.
Structured over $1.5 billion of financings varying from long-term fixed rate public offerings, private placements, USDA loans, and mandatory tender bonds for clients (e.g., critical access hospitals, public hospital districts, federally qualified health centers, etc.). Modeled capital overview and debt capacity analyses for acute care hospitals and health systems. Assembled hospital peer and trendline comparisons of financial performance to assess regional competition. Developed prospective transaction database with Bloomberg real-time updates to initiate marketing and client outreach. Created weekly healthcare market updates modeling trends in interest rates, issuance, fund flows, recently priced transactions, and credit rating actions.
Allocated over $400 million in private investments with a specialized focus in healthcare and technology sectors by collaborating with managing directors and research team on a daily basis to assess clients' investment portfolios. Developed financial model analyses on quarterly performance, portfolio allocation, and cash flows integrated into monthly materials for clients (e.g., endowments and foundations, public pensions, family offices). Conducted biweekly due diligence processes by compiling commentary on venture capital and private equity firms.
Assembled and led a team of 10 workers to produce daily concert promotion material for the UCBSO. Coordinated crowdfunding campaign for Central European Tour and assisted in accumulating $16,996 in funds.
Composed yearly budget proposal to amass $3,200 in funding for publishing magazines and journals. Created semesterly balance sheets to manage purchase requests for reimbursements. Published staff researchers’ articles on BER website and social media (IG, FB, Twitter, LinkedIn, TikTok). Released biweekly newsletters on recent economic trends and interviews with faculty members and professors.
Organized five-day schedule of large-scale orientation programming and supervised 50 Orientation Mentors. Coordinated with professional staff to check in 10,000 new students and train 500 Orientation Leaders in six days. Organized four-day schedule of activities for 48 new students’ transition to university experiences. Led mandatory discussions on diversity, inclusion, and mental health support for undergraduates on campus.