EXALTARE Capital Partners, LLC
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EXALTARE Capital Partners, LLC Employees
Goldman Sachs August 2015 - Present
Morgan Stanley June 2014 - July 2015
Morgan Stanley June 2013 - August 2013
Exaltare Capital Partners, LLC May 2012 - August 2012
New York Medical College April 2009 - August 2010
Skills
Investment Banking, Mergers & Acquisitions, Financial Accounting, Financial Modeling, Corporate Finance, Valuation, Private Equity, Equity Research, Capital Markets, Data Analysis, Java, Algorithm Design, Finance, Analysis, Investments
Education
Duke University 2010 — 2014
Bachelor of Science (BS), Mathematics Major, Economics Minor
Newburgh Free Academy 2006 — 2010
Swarthmore College August 2012 - Present
EXALTARE Capital Partners, LLC June 2014 - August 2014
Flatiron Mobile May 2012 - July 2013
New York Gothams May 2011 - July 2011
Kings County District Attorneys Office May 2010 - July 2010
Skills
Research, Photoshop, Public Speaking, Facebook, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Teaching, ACT!, Ableton Live, Data Analysis, Market Research, Spanish, Editing, Social Media, Fundraising
Education
Swarthmore College 2012 — 2016
The Boston Consulting Group September 2015 - Present
The Boston Consulting Group June 2014 - Present
EXALTARE Capital Partners, LLC May 2013 - August 2013
Eastern Research Group, Inc. (ERG) May 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English
Education
Swarthmore College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Political Science
Bain Capital - Sankaty Advisors June 2015 - Present
EXALTARE Capital Partners, LLC March 2014 - June 2014
Camp Moosilauke June 2013 - August 2013
Bruegger's Bagels December 2011 - August 2012
Temple Beth Elohim Sunday School September 2007 - May 2012
Office of Massachusetts State Representative Alice Peisch June 2011 - August 2011
Education
Dartmouth College 2012 — 2016
Universidad Complutense de Madrid 2014 — 2014
Wellesley High School 2008 — 2012
EXALTARE Capital Partners, LLC July 2013 - Present
Allied Minds, Inc. January 2013 - February 2013
BNY Mellon November 2012 - December 2012
Pioneer Investments September 2012 - October 2012
Shenyin & Wanguo Securities Co., Ltd. July 2011 - September 2011
Skills
Bloomberg, Financial Modeling, Corporate Finance, Matlab, Backtesting, Asset Allocation, Tactical Asset..., Capital IQ, Venture Capital, Institutional..., Financial Statement..., Quantitative Finance, Optimizations, Valuation, Fixed Income, Economics, Private Equity, Due Diligence, Strategic Planning, LBO, Time Series Analysis, Monte Carlo Simulation, Quantitative Analytics, Financial Analysis, Optimization, Equity Valuation, Financial Markets
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Finance, Finance, General, 4.9/5.0
Zhejiang University 2008 — 2012
Bachelor of Economics, Economics, 4.0/4.0(Major), 3.93/4.0(Cumulative)
EXALTARE Capital Partners, LLC October 2011 - Present
Tufts University 2001 - June 2012
Harvard Medical School July 2006 - December 2011
Microsoft April 2011 - October 2011
MyRozi Corporation December 2010 - October 2011
VoxVue Corporation October 2010 - October 2011
Caritas Christi Health Care February 2010 - October 2010
Caritas Christi Healthcare System January 2009 - October 2010
Caritas St. Elizabeth's Medical Center 2007 - 2010
Caritas St. Elizabeth's Medical Center 2004 - 2010
Skills
Clinical Research, Healthcare, Healthcare Information..., Public Health, Strategy, EHR, Start-ups, Entrepreneurship, Program Development, Hospitals, Medicine, Research, Mergers & Acquisitions, Management, Healthcare Consulting, Business Development, Healthcare Management, Change Management, Teaching, Pediatrics, Mergers, Public Speaking
Education
Boston University Questrom School of Business 1996 — 1999
MBA, Healthcare Management
The Johns Hopkins University School of Medicine 1983 — 1988
MD, MPH
Princeton University 1979 — 1983
AB, Biochemistry
Calasanctius
Goldman Sachs July 2015 - Present
Rockefeller Beds January 2013 - May 2015
Goldman Sachs June 2014 - August 2014
EXALTARE Capital Partners, LLC January 2014 - March 2014
Wingate Companies June 2012 - December 2012
Skills
Facebook, Microsoft Excel, Public Speaking, Social Networking, Research, PowerPoint, Microsoft Word, Business Development, Project Management, Spanish-speaking, Writing, Computer Proficiency, Website Development, WordPress, PC/MAC, Financial Modeling, Product Marketing
Education
Dartmouth College 2011 — 2015
Bachelor’s Degree, Latin American Studies & Economic Public Policy, Magna Cum Laude
Universidad Argentina de la Empresa 2013 — 2013
N/A, Political/Cultural/Literature Studies
Buckingham Browne and Nichols School 2007 — 2011
High School Degree
EXALTARE Capital Partners, LLC June 2014 - Present
C.W. Downer & Co. April 2014 - June 2014
Empire Valuation Consultants June 2013 - March 2014
Empire Valuation Consultants April 2012 - August 2012
Rochester Building and Construction Trades Council October 2011 - January 2012
Skills
Qualitative Research, PowerPoint, French, Microsoft Word, Microsoft Excel, Event Management, Facebook, Interviews, Data Analysis, Capital IQ, Customer Service, Analysis, Market Research, Marketing Strategy, Writing, Financial Modeling
Education
Brown University 2008 — 2013
Bachelor of Arts (BA), Economics
IBM GLOBAL BUSINESS SERVICES September 2013 - Present
EXALTARE Capital Partners, LLC February 2013 - June 2013
Manning & Napier Advisors May 2011 - August 2011
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Financial Accounting, Financial Analysis, DCF, Business Analysis, Investment Banking, Equity Research, Capital IQ, Business Case, Consulting, Management Consulting, Business Strategy, Leadership, M&A Advisory Services
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Finance
University of Rochester 2010 — 2012
Bachelor of Arts (BA), Financial Economics & Mathematics, Magna Cum Laude
Peking University 2007 — 2010
Economics
Scottish American Capital 2013 - Present
Torque Capital Group LLC May 2012 - March 2013
EXALTARE Capital Partners, LLC February 2012 - May 2012
Dahlman Rose & Co. October 2010 - August 2011
Greater Than One July 2010 - October 2010
Skills
Financial Modeling, Due Diligence, Bloomberg, Valuation, Data Analysis, Product Development, Energy, Marketing Strategy, Start-ups, Private Equity, Investment Banking, Investments, Portfolio Management, Business Development
Education
Harvard Business School 2011 — 2013
MBA, General Management
Massachusetts Institute of Technology 2005 — 2009
Bachelor of Science (B.Sc.), Mechanical Engineering and Business Management
University of Cambridge 2007 — 2008
Economics, Engineering
Stuyvesant High School New 2001 — 2005
Diploma
Save the Children US June 2014 - November 2014
EXALTARE Capital Partners, LLC January 2014 - May 2014
Jackson Hewitt Tax Service Inc. 2013 - 2014
Prudential Financial 2011 - 2013
GE Corporate 2010 - 2011
Sperry Rail Service (Provider of rail flaw detection services) 2008 - 2009
Pitney Bowes Credit Corp., PBCC, Pitney Bowes Inc. 1997 - 2007
People's United Bank, People's Bank 1988 - 1997
Meritor Credit Corporation January 1987 - November 1987
National Education Corporation; National Education Training Corp;International Correspondence School 1985 - 1986
Skills
Process Improvement, Analysis, Data Warehousing, Project Management, Business Analysis, Visio, Access, MS Project, Cognos, Vendor Management, Financial Analysis, Business Process..., Strategic Financial..., Management, Six Sigma, Strategy, Budgets, Finance, SDLC, Oracle, Business Intelligence, Forecasting, Variance Analysis, Customer Retention, Accounting, Accruals, Microsoft Excel
Education
CITI at UConn Stamford
Fordham University - Graduate School of Business Administration
MBA, Finance
Marymount College, Tarrytown, NY
B.A., Business, Magna Cum Laude
The Ursuline School
High School, New Rochelle, NY
Blessed Sacrament School
Grammar School, New Rochelle, NY
EXALTARE Capital Partners, LLC February 2012 - Present
Brook Venture Partners October 2011 - February 2012
C.W. Downer & Co. April 2011 - July 2011
MetLife April 2010 - April 2011
State Street August 2008 - April 2010
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master of Finance
University of Massachusetts 2007 — 2009
BS, Finance, Mathematics
KPMG US July 2015 - Present
PA Consulting Group August 2013 - July 2015
EXALTARE Capital Partners, LLC August 2012 - June 2013
Grove Street Advisors December 2012 - February 2013
Education
Massachusetts Institute of Technology - Sloan School of Management 2012 — 2013
Master of Science (MS)
University of Michigan
Bachelor of Arts (BA)
The Vistria Group October 2013 - Present
Council Capital June 2013 - September 2013
EXALTARE Capital Partners, LLC May 2012 - January 2013
Deloitte Consulting February 2008 - July 2012
Synaptics June 2007 - August 2007
Oppenheimer & Co. May 2005 - August 2005
Skills
LBO Modeling, Due Diligence, Contract Negotiation, Deal Execution, Financial Analysis, Deal Sourcing, Business Strategy, Strategic Planning, Healthcare Reform, Competitive Analysis, Product Innovation, LBO
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance
University of California, Berkeley 2004 — 2007
B.S., Business Administration