Featured Talent

Investment Banking M&A Professional

Rochester, MN

13+ years

Profile Date

May 12, 2024


Finance, Corp Dev / M&A


Rochester, MN

Area of Expertise

Investment Banking, Financial Analysis, Naval Leadership, Medical Device Sales

Experience Duration

Over 10 years across multiple sectors

Professional Profile

An accomplished finance and investment banking professional with a strong background in healthcare, investment analysis, and naval operations. This candidate has significant experience in M&A due diligence, equity transactions, strategic leadership, and medical device sales. They have a proven track record of leading teams and managing large-scale operations, demonstrating exceptional problem-solving and financial acumen.


  • Investment Banking and M&A Due Diligence
  • Strategic Leadership and Team Management
  • Medical Device Sales and Market Strategy
  • Advanced Financial Analysis and Modeling
  • Effective Budget Management and Recruitment

Career Highlights

  • Conducted due diligence for M&A and equity transactions in the healthcare sector, leading to successful closures and increased market efficiency.
  • Drove a 15% increase in annual sales through strategic partnerships and product portfolio expansion at a major medical device company.
  • Managed a naval unit of 60 personnel, overseeing critical operations with a $10M annual budget, reducing attrition rates significantly.
  • Developed marketing strategies for new medical products, achieving 35% market share in the first year.


  • MBA from a prestigious business school with a concentration in Corporate Finance & Healthcare.
  • Bachelor of Arts in Political Science from an international university.
  • Specialized training in fundamental investment and financial modeling.


  • Investment Banking Associate with expertise in healthcare and M&A.
  • Medical Device Sales Manager with a track record of driving sales growth and market share expansion.
  • Deputy Commander of a classified naval unit, leading critical operations and managing budgets.

Tools & Certifications

  • Proficient in advanced Excel for financial modeling and PowerPoint for compelling presentations.
  • Certified in Securities Industry Essentials (SIE), FINRA Series 63, and FINRA Series 79.

Open To

Senior roles in investment banking, financial analysis, or strategic leadership, leveraging a unique blend of experience in finance, healthcare, and naval operations.

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