
Detail-oriented consultant with strong analytical skills in healthcare consulting. Proven ability to develop structured recommendations and collaborate effectively with teams, driving efficiency and improving stakeholder engagement. Results-oriented intern with a strong foundation in financial modeling and data analysis. Proven ability to deliver actionable insights that drive investment decisions and support strategic growth. Detail-oriented intern proficient in financial modeling and ESG research. Conducted comprehensive analyses of small and mid-cap companies, delivering insights that drove informed investment decisions.
● Researched and analyzed 40+ ESG-oriented small and mid-cap companies, assessing sustainability disclosures, governance practices, and financial performance to highlight material risks and alpha-generating opportunities
● Built and maintained financial models with revenue, margin, and cash flow projections, conducting sensitivity analyses and valuation work (DCF, comparables) to support buy/sell recommendations
● Contributed research and analysis to ESG Small & Mid Cap, Small Cap Value, Small Cap Growth, and Mid Cap Value portfolios, delivering insights that informed investment theses and portfolio construction
● Consulted for regional wealth management firm and identified potential organic growth strategies to scale business from $350MM to $1BN+ AUM over a 10-year timeline
● Analyzed current regional competitive landscape for wealth management industry and estimated potential acquisition costs of local firms using M&A financial model
● Developed multiple go-to-market strategies based on firm’s people-centric financial services model and consolidated research and recommendations in detailed consulting report
● Built a structured industry map of the St. Louis payer–provider–life-sciences landscape; quantified TAM/SAM using CMS, HCUP, AHA, and MO DHSS data; calculated HHI to assess market concentration across major service lines
● Performed 20+ structured interviews with regional healthcare executives; summarized common themes around reimbursement pressure, staffing challenges, and shift to outpatient care
SKILLS, ACTIVITIES & INTERESTS
Technical Skills: Java, R, Python (NumPy, Pandas, Scikit-lean, Matplotlib)
Certifications & Training:
Activities: WashU Pickleball, WashU Synapse, Dhvani Foundation
Interests: Pickleball, Fantasy Football, Baritone Saxophone, Poker, Cricket, DJing, Taekwondo
WU Student Investment Fund (WUSIF) St. Louis, Missouri
Assistant Portfolio Manager August 2024 – Present
● Conducting industry analysis and market research in the healthcare, TMT sectors to identify growth opportunities and recommend investments for student fund through discounted cash flow (DCF) modeling
● Collaborating with healthcare, TMT sector pitch teams to provide data-driven investment recommendations to optimize and improve the fund’s investment portfolio
WU Healthcare Consulting Club St. Louis, Missouri
Consultant August 2025 – Present
● Collaborating with a team to analyze Missouri’s contracting process across 115 local public health agencies (LPHAs), identifying inefficiencies caused by inconsistent standards and uneven administrative capacity
● Developing structured recommendations to the Department of Health and Senior Services (DHSS) that improved efficiency, standardized processes, and strengthened relationships between state and local agencies
● Conducting stakeholder research to gather LPHA perspectives on equity, trust, and resource challenges, synthesizing insights into key themes for state leadership
WU Investment Banking Association (WUIB) St. Louis, Missouri
Mentee August 2025 – Present
● Preparing for technical interviews through weekly WUIB sessions—built DCF/comps models, practiced 3-statement/valuation questions, and ran mock interviews with peers
● Proactively networking with alumni and bankers via coffee chats, info sessions, and firm events; tracked outreach and follow-ups to refine pitches and deal discussions