Delivered tailored treasury management solutions to clients in healthcare, power & utilities, and financial services sectors, enhancing their cash flow operations and financial efficiency.
Collaborated cross-functionally with internal teams to design and implement customized payment strategies, resulting in improved client satisfaction and retention.
Identified and capitalized on opportunities to expand U.S. Bank’s treasury management services within assigned industries, contributing to revenue growth and market penetration.
Drove a 25% reduction in client operational costs by identifying inefficiencies in cash management structures and recommending cost-saving payment and reconciliation strategies.
Investment Banking Vice President - Generalist M&A
PNC Financial Services
07.2022 - 09.2022
Led $850M sell-side acquisition of a leading healthcare provider, managing valuation analysis, financial modeling, and buyer negotiations, which resulted in a successful close at a 25% premium to initial market value.
Managed a $600M cross-border tech merger between two enterprise SaaS companies, overseeing all aspects of deal execution, including strategic positioning, due diligence, and regulatory approvals, driving a 35% increase in post-merger synergies.
Directed 10+ M&A transactions totaling over $3B across healthcare, technology, and private equity sectors, working closely with C-suite executives to develop strategic insights, drive competitive bidding, and close deals ahead of schedule.
Investment Banking Associate - Generalist M&A
PNC Financial Services
06.2020 - 06.2022
Built detailed financial models (DCF, precedent transactions, and trading comps) to support a $400M acquisition of a biotech firm, identifying $30M in cost synergies and contributing to a successful negotiation outcome.
Managed due diligence and created comprehensive data rooms for a $250M sale of a healthcare technology company, coordinating with legal, tax, and regulatory teams to resolve key issues and close the deal on time.
Prepared pitch materials and valuation analysis for a $600M hospital group merger, providing strategic insights that helped secure the mandate and position the firm as the lead advisor.
Investment Banking Analyst - Healthcare
Goldman Sachs
12.2019 - 06.2020
Built detailed financial models (DCF, LBO, and merger models) to support a $400M buy-side acquisition of a healthcare IT firm, uncovering $50M in synergies and driving a successful negotiation outcome.
Conducted due diligence and managed communications for a $250M sell-side deal in the fintechsector, working directly with legal and tax advisors to identify risks and streamline the closing process, securing a 20% premium valuation.
Prepared pitch materials and strategic insights for a $500M technology merger, delivering competitive benchmarking and market analysis that helped secure the mandate and position the firm as a trusted advisor.
Education
BACHELOR OF SCIENCE - ECONOMICS
Wharton School of The University of Pennsylvania
Philadelphia, PA
Skills
Client Relationship Building
Quantitative Analysis
Presenting
Market Analysis
MS Excel
Merger and Acquisitions
Business Development
Collaboration
Strategic
Negotiation
Market research
Cash management
Liquidity management
Timeline
Treasury Management Sales Consultant
U.S. Bank
09.2022 - Current
Investment Banking Vice President - Generalist M&A