Investment Banking

Total Earnings


Avg Response Time


Jobs Completed


Total Hours Logged


Investment Banking
Diamond Strategic Advisors, LLC - Owner
09/2014 - Present
Provided strategic insight and guidance for presentations, facilitating client discussions with investors and board members. Augmented competitiveness of sale process by collaborating with client and C-suite executives on sell-side transaction by providing recommendations for process, crafting marketing presentations, and co-managing marketing outreach effort. Supervised and mentored client’s team member and improved quality of potential buyers list using data analysis processes.

Investment Banking
Sagent Advisors - Vice President
06/2009 - 06/2014
Completed eight sell-side, buy-side and private financing transactions totaling ~$1.3B in transaction value. Increased firm revenue by spearheading the sourcing of two transactions through business development and marketing efforts with private equity firms and in collaboration with senior investment bankers firm-wide to pursue deal opportunities. Managed Analysts on several deal teams simultaneously to prepare strategic reviews, construct financial models, and perform valuation analyses

Fidelity Investments - Senior Performance Analyst
04/2005 - 07/2007
• Led four-person team that performed analysis of equity funds performance; reviewed analytical works of peers and delivered results to senior management; led to restructuring of portfolio managers’ bonus compensation methodology
• Analyzed complex compensation methodologies and formulas during design, testing and implementation phases of six-month project to install new portfolio manager bonus compensation system

Fidelity Investments - Actuarial Analyst
04/2004 - 04/2005
• Analyzed fixed income pricing trends and compiled competitor data for an RFP to enter new product market
• Conducted quarterly risk analysis of insurance business and drafted summary reports given to senior management

Fidelity Investments - Pension Specialist
09/2002 - 04/2004
• Collaborated with 10-person inter-departmental group to test data, model and sample cases for pension benefits; resulted in enhanced customer service and additional business opportunities for Fidelity’s other employer service practices