My Resume
Professional Experience & Education
I am a results-driven finance professional with experience in private credit and direct lending. Specializing in credit underwriting, financial modeling, and portfolio management for middle-market companies. I bring a rigorous analytical framework to every transaction, with a track record of sourcing, structuring, and executing leveraged finance transactions across a range of industries. I am passionate about applying disciplined credit analysis to identify compelling risk-adjusted returns in the private credit market.
Work Experience
Meridian Capital Partners - New York, NY
Lead credit underwriting and deal execution for senior secured direct lending transactions to middle-market companies. Manage a portfolio of $500M+ in commitments across sponsored and non-sponsored transactions.
- Originated and underwrote 15+ new transactions totaling over $350M in commitments across software, healthcare, and business services sectors
- Built and maintained detailed financial models (LBO, DCF, cash flow waterfalls) to assess credit risk and determine appropriate leverage and pricing
- Prepared investment memoranda and presented credit recommendations to Investment Committee
- Managed ongoing portfolio monitoring including quarterly financial reviews, covenant compliance, and lender reporting
- Coordinated with legal counsel and borrowers through documentation and closing processes
First National Securities - New York, NY
Supported origination and execution of leveraged finance transactions including first lien term loans, revolving credit facilities, and second lien instruments for private equity-sponsored acquisitions.
- Assisted in structuring and syndicating $1B+ in leveraged loan transactions for sponsor-backed buyouts across consumer, industrial, and TMT sectors
- Built comprehensive credit models including integrated three-statement models, debt capacity analyses, and covenant sensitivity analyses
- Conducted industry research and due diligence to support credit committee presentations
- Coordinated with legal, accounting, and operations teams to manage transaction timelines
- Drafted lender presentations, information memoranda, and investor materials
Education
Master of Business Administration (MBA) — Concentration in Finance & Value Investing
- Concentration in Finance with coursework in corporate valuation, credit analysis, private equity, and distressed investing
- Member of the Private Equity & Venture Capital Club; participated in case competitions and deal sourcing workshops
- Relevant coursework: Advanced Financial Modeling, Credit Analysis & Leveraged Finance, Alternative Investments, Mergers & Acquisitions
Bachelor of Science in Commerce — Concentration in Finance
- Concentration in Finance with coursework in corporate finance, investments, financial accounting, and economics
- Dean's List multiple semesters; graduated with honors
- Relevant coursework: Corporate Valuation, Financial Accounting, Fixed Income, Derivatives, Econometrics