Investment/Business Analyst
San Francisco Bay Area
Investment/Business Analyst
San Francisco Bay Area
CFA Charterholder. Business strategy and investment analysis focused on growth equities (technology, healthcare, financial, other).
Broad securities analysis and valuation. Industry/segment growth and margin forecasting, business model design, business unit strategy and marketing, startup operations, financial modeling for organic growth and M&A activity.
(Venture Capital & Private Equity industry)
October 2003 — Present (6 years 3 months)
Co-led business planning, partnership and licensing efforts for an orthopedic surgical devices (spinal repair) company.
(Educational Institution; 501-1000 employees; Higher Education industry)
September 2002 — May 2003 (9 months)
Research and analysis for academic papers and case studies
(Privately Held; Myself Only; Investment Management industry)
April 2001 — May 2003 (2 years 2 months)
Acquisition due diligence
Strategic planning and business analysis
(Public Company; 1001-5000 employees; cmgi; Venture Capital & Private Equity industry)
July 2000 — February 2001 (8 months)
Managed subsidiary consolidation and financial management, partnership/investment opportunities
(Partnership; 11-50 employees; Venture Capital & Private Equity industry)
September 1997 — October 1999 (2 years 2 months)
Stratgic planning for Fortune 100 to startups. Business plan development, M&A due diligence and financial modeling, market studies. 15 client engagements in a broad array of technology, healthcare, and industrial markets.
(Public Company; 10,001 or more employees; 000810; Financial Services industry)
June 1997 — August 1997 (3 months)
Highly selective global internship in Asset Management for the Property & Casualty Insurance division of Asia's 2nd-largest business group. Extensive training and business tour of South Korea.
(Privately Held; 201-500 employees; DB; Investment Banking industry)
June 1996 — August 1996 (3 months)
25-page research report on new cardiac surgical devices (electrophysiology). Maintained earnings models through independent research and communication with public-company CFOs.
(Partnership; 1-10 employees; Investment Banking industry)
June 1995 — August 1995 (3 months)
Comprehensive financial modeling, offering memorandum and exhibit preparation for the sale of a $200M correctional service/foodservice company.
MBA , 2009 — 2010 (expected)
MA , Economics , 2002 — 2007
Coursework in Industrial Organization, Investments, Natural Resource Economics, Urban Land/Real Estate, Public Finance, Labor Economics, and Development Economics.
Tutor/Advisor in Business, Cabot House 2000 — 2002
AB , Applied Mathematics and Economics , 1993 — 1997
Languages: Spanish (near-fluent), Korean (intermediate)
1989 — 1993
technology, investing, philosophy, travel, cultures, languages
Director--Harvard Club of San Francisco, Young Professionals Organization--Boys and Girls Clubs of San Francisco and United Way of San Francisco