Asgard Partners & Co.
Partner
Stifel Financial Corp. Jun 2013 - Apr 2017
Director, Health Care Investment Banking
Kps Capital Partners Feb 1, 2010 - Sep 1, 2011
Vice President
Cowen and Company Jul 2006 - Feb 2010
Vice President - Health Care and Technology Media Telecommunications Groups
Fb Gemini Capital Nov 2002 - Jan 2003
Advisor
Education:
Yale School of Management 2004 - 2006
Master of Business Administration, Masters, Finance
State University of New York College at Plattsburgh 2003 - 2004
Bachelors, Bachelor of Science, Accounting
National University Preparatory School For Overseas Chinese Students 1994 - 1996
Yale University 1990 - 1994
Bachelors, Bachelor of Arts, History
Harriton High School 1986 - 1990
Harriton Senior High School
St. Aloysius' College
National University Preparatory School For Overseas Chinese Students
Yale University
Master of Business Administration, Masters, Finance
Skills:
Valuation Capital Markets Due Diligence Equities Investment Banking Mergers and Acquisitions Financial Modeling Corporate Finance Private Equity Venture Capital Corporate Development M&A Experience Financial Analysis Ipo Business Development Project Management Strategic Planning Healthcare Pharmaceutical Industry Capital Budgeting Corporate Fp&A Cashflow Analysis Financial Structuring Contract Negotiation M&A Modeling Technology Internet Biotechnology Medical Devices Media Apparel Sourcing Consumer Goods Telecommunications
Nick Desjardins (1997-2001), Kiel Vantiem (2003-2007), Corey Harris (1998-2002), Tom Smith (2002-2006), Jamie Lynch (2003-2007), Felicia Burgess (2001-2005)