Investment Banking

Total Hours Logged


Total Earnings


Member Since


Investment Banking
Diamond Strategic Advisors, LLC - Owner
10/2014 - Present
Execution leader for sell-side transaction. Supervised client’s team member to ensure development of his technical skills. Synthesized business data and created presentations, increasing marketability of companies during sale process. Analyzed and modeled financial scenarios and valuation analyses for fairness opinion. Conducted market/business analyses and industry research. Introduced an executive seeking an operating role.

Investment Banking
Sagent Advisors - Vice President
06/2009 - 06/2014
Originated and executed transactions, including sell-side, buy-side and private financing; Led teams to conduct strategic reviews, construct financial models and perform valuation analyses, including comparable company, precedent transaction, discounted cash flow, leverage buyout analyses; Interacted with client CEO and CFO to analyze business models, perform due diligence, prepare business and financial analysis, and draft marketing materials; Managed relationships with private equity clients

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