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Finance

I received a BS in Economics with a concentration in Finance from Wharton. I have spent nine years in the finance industry and have worked in asset management and investment banking. At my current day job I routinely analyze financial statements and sometimes build my own financial models to predict future performance, particularly as it relates to cash flow, a crucial metric for both fixed income and equity investors. I also have extensive experience using Capital IQ to pull financials into Excel and identify competitors for a given company. I am also a CFA charterholder, and passing the three exams necessary to become a charterholder involves a deep understanding of corporate finance, accounting, portfolio construction, and economics.