Work
20 projects from client work, coursework and my own research, grouped into 4 areas. Open an area to see its projects; each page gives the question, what I did, the key charts and the original files.
Consulting & Strategy6 projectsClient, case-competition, and research work that frames a business problem, builds the evidence, and lands on a recommendation a team can act on.
Rigby Growth Strategy
A growth strategy for Rigby, a bar on Madison’s Capitol Square, covering target markets, events, student outreach, drink promotions, payment mix, and online reputation.
2024 · Client deck + written deliverableSnow Hawk E-Scooter Business Case
A go/no-go business case for a cold-weather electric scooter with heated handlebars and a detachable windshield, aimed at students and young commuters in the Midwest and Northeast.
2024 · Business case + presentationCargill Supply-Chain Strategy
A case-competition recommendation, built in a few hours, for making Cargill’s global supply chain more visible, resilient, sustainable, and decision-ready.
2024 · Strategy presentationCommunication Gaps for Junior Consultants
A research report on why junior consultants hesitate to ask senior colleagues for help and the practical habits that fix it, plus revised professional email cases.
2024 · Research report + writing portfolioSocial Inflation & Casualty Risk
Research on how nuclear verdicts, third-party litigation funding, attorney advertising, and eroding damage caps push casualty claim costs above economic inflation.
2024 · Field presentation + research briefBiotech Risk Consulting
A client-facing risk project for an early-stage biotech startup: identifying hazard and operational risks, prioritizing them, and recommending insurance and mitigation steps.
2024 · Client risk caseAnalytics & Risk Modeling4 projectsData analysis, simulation, and risk-financing work that explains a pattern, sizes the uncertainty, and turns the output into a decision.
PhillyCycle Rental Analytics
An analysis of nearly half a million bike rentals to explain ridership patterns, test hypotheses, and identify operating implications across customer segments and seasons.
2024 · Analytics case + data workbookIndoCabs Cancellation Analytics
A diagnostic of booking cancellations by channel, travel type, and lead time, followed by recommendations for pricing, driver supply, and customer experience.
2024 · Analytics case + workbookRisk Modeling & Simulation
A modeling suite covering gold-miner return sensitivity, portfolio risk, simulated claims frequency and severity, and an insurance-versus-retention decision tree.
2024 · Technical modeling suiteHypocom Risk-Financing Case
A group case that simulated a manufacturer’s cash flows under fire, steel-price, competitor, and strike risk, then compared five ways to finance those risks against a $6M free-cash-flow floor.
2024 · Risk case report + simulationFinance & Investing8 projectsEquity research, options, credit, and trading work focused on the assumptions that drive an investment, the downside that can change it, and the position that follows.
NVIDIA Equity Research
A full investment thesis on NVIDIA combining industry research, expert interviews, a driver-based operating model, scenario valuation, and a clear recommendation.
2025 · Stock pitch + financial modelSPCX Artificial Scarcity Trade
A retrospective options case study on SpaceX post-IPO float scarcity, staged lockup releases, trade structuring, and the difference between a sound market observation and a well-matched position.
2026 · Options case studyTarget Capital Budgeting
A five-investment capital-budgeting analysis using NPV, IRR, downside sensitivity, market demographics, and cannibalization risk to make approve, defer, or decline decisions.
2024 · Financial model + recommendationRosetta Stone IPO Pricing
An Excel model pricing the 2009 Rosetta Stone IPO two ways: a WACC-based DCF, and education and software peer multiples weighted into one price range. Case exhibits are left out.
2025 · Excel modelParamount WACC and DCF
An Excel model that forecasts free cash flow for an industrial equipment maker, builds its WACC, and values the business with a five-year DCF and terminal value. Case exhibits are left out.
2025 · Excel modelThree-Statement Model
A fully linked income statement, balance sheet and cash flow model with a cash sweep, waterfall debt schedule and circular interest, built for the Wisconsin School of Business financial modeling certification.
2024 · Excel modelMicroStrategy Convertible Bond Model
A binomial valuation of Strategy’s (MicroStrategy’s) 0.625% convertible notes due 2028, using bitcoin as the state variable that drives both default risk and conversion value.
2025 · Valuation model + briefDerivatives & Hedging Trades
Three hedged positions run and logged in a paper-trading account: a daily delta hedge of a short SPX put, a MicroStrategy-versus-bitcoin-ETF pair trade, and an inverse-ETF hedge.
2025 · Paper-trading logs + briefBuilds2 projectsSoftware I have built for research and paper trading: data pipelines, dashboards, and the controls that keep them honest.
Algorithmic Paper-Trading Platform
A Python system with three paper-trading engines (classic strategies, Kalshi event contracts, and NOAA-driven weather markets), a browser command center, and a documented research library.
2026 · Software build + strategy inventoryEquity Research Workbench
A local research dashboard for stock valuation, ETF comparison, portfolio risk, macro monitoring, options payoffs, company filings, and an investment journal.
2026 · Python / Streamlit app