Invests in
Sectors:
Locations:
Min Investment:
$100,000.00Max Investment:
$5,000,000.00Target Investment:
$1,500,000.00
Education
- WU
Lists including Kate
Work Experience
2021
Principal
2024
Vice President
2021 - 2023
2017 - 2021
Financial Sponsor Coverage Officer
2017 - 2021
2014 - 2017
Senior Associate
2014 - 2017
Series B backed startup that helps 400+ hospitals improve outcomes and reduce clinical supply costs Early employee -- served as a utility player across strategy, business development, and sales & marketing operations
2011 - 2014
Senior Analyst
2011 - 2014
Advised on over $1bn in health care technology and medical device deals including five sell-side, one buy-side, and two capital raises
2010 - 2010
Summer Associate
2010 - 2010
Prepared industry analysis and valuation materials for prospective client meetings across healthcare, energy, and retail sectors
2009 - 2009
Summer Business Analyst
2009 - 2009
Contributed to design and develop firm-wide software for knowledge sharing and profitability analysis Won McKinsey’s Great Give Competition; raised $34,500 for Honor Flight Chicago on $500 budget
2007 - 2008
Founder
2007 - 2008
Helped high school student athletes with the college application and NCAA recruiting process