Choice One Dental Care
Chief Operating Officer
The Wallis Advisory Group Jul 2012 - Aug 2015
Founder
Guardian Fueling Technologies Jul 2012 - Aug 2015
Lead Director, Board of Directors, Operating Partner
Valorbridge Partners Jul 2012 - Aug 2015
Investments Director
Lateef Investment Management Sep 2010 - Sep 2011
Director and Senior Research Analyst
Education:
The Wharton School 2002 - 2004
Master of Business Administration, Masters, Finance
Duke University 1993 - 1997
Bachelors, Bachelor of Arts, History
Hunter College High School 1987 - 1993
Skills:
Valuation Equities Asset Management Portfolio Management Hedge Funds Business Valuation Equity Research Financial Modeling Investments Industry Analysis Private Equity Bloomberg Financial Analysis Value Investing Due Diligence Equity Valuation Financial Markets Business Strategy Alternative Investments Venture Capital Competitive Analysis Fundamental Research Research Investment Strategies Finance Mutual Funds Investment Management