Representative casework includes:

• Performed valuation of publicly held software company involved in aborted merger transaction. Modeled scenarios depicting original and restated accounting numbers to calculate potential damages. Assisted in formulation of theory of the case and preparation of expert witness testimony and report.
• Estimated cumulative abnormal returns of publicly held consumer goods company arising from failed interactive marketing venture to determine potential damages. Evaluated contract structure of interactive venture to assess appropriateness of accounting policies, evidence of real options, and compensation and incentive systems. Worked with outside industry consultants to develop case framework.
• Worked closely with and supported internationally recognized expert on agricultural risk management in case involving wheat forward contracts. Estimated damages and lost profits, assessed extent of fiduciary duty, and assisted in preparation of the expert report.
• Calculated cost of capital to discount damages in a litigation involving theft of trade secrets.

Functional / quantitative proficiencies relevant to financial economics:

• Construction of proportional trading models to assess economic damage to shares traded during class period.
• Development of event study models analyzing cumulative abnormal returns.
• Design and development of industry specific market indices for use in financial models.
• Building of regression models to estimate a stock’s beta coefficient.

• Joined a Principal at Putnam, Hayes & Bartlett and relocated practice to The Brattle Group.

Member of three person consulting team analyzing financing options for a $10MM privately held manufacturing company. Worked closely with company’s CEO and Vice President - Sales & Marketing.

• Developed valuation models utilizing comparable company analyses and discounted cash flow techniques.
• Assessed various financing options, including IPO, mezzanine vehicles, and private equity capital sources, and made recommendations to senior management.
• Developed list of potential strategic alliance partners, performing exhaustive research in several industry sectors.
• Prototyped plan for separate research and development subsidiary created by equity carve out.

• Financial officer responsible for all corporate capital projects involving over 300 retail branch offices globally.
• Managed $15 million capital and $55 million occupancy & equipment budgeting and processes.
• Assessed business impact of all capital projects and presented recommendation to Executive Office.

- Developed financial models utilizing discounted cash flow analysis

- Successfully introduced greater and more effective financial analysis of transactions

• Developed market strategies with National Sales/Revenue Development areas to improve Firm market share.

- Incorporated demographic data and market research into Firm’s expansion/contraction decision

• Created and implemented Strategic Business Proposal for branch offices use in expansion decisions.
• Designed analytical framework and models for firm’s international branch offices.
• Key team player in development of Prudential Securities Brokerage Alliance Network.
• Developed and implemented specialized financial reporting for firm’s retail businesses.

Master of Business Administration, concentration in Finance, June 1998

Bachelor of Arts, Economics, May 1988

The Helping Hand Foundation (New York, NY), Co-founder

Ronald McDonald House of NYC

• Mandarin Chinese – spoken fluency
• Spanish – conversational