Winston Rodriguez

Directed strategic planning, business performance, operational initiatives and strategic growth for a direct-to-consumer business unit. Partnered with C-suite leaders to analyze performance data, identify process inefficiencies, and implement continuous improvement strategies across multiple ancillary revenue departments.

The Economic Club of New York promotes the study and discussion of social, economic and political questions and provides a public forum for thought leaders within the US and globally. The Fellows Program is a customized year-long program for leaders on topics ranging from public policy, economic regulation, business trends and technology innovation.

Responsible for day-to-day oversight, and active management of the venture capital investment process inclusive of: deal sourcing, screening of early/growth stage investment opportunities, advanced financial modeling, company and industry diligence, management assessments, investment briefs, deal structuring, valuation analysis, customer diligence calls and actively engaging with management to strategize and assess opportunities for enterprise value creation. • Executed over 10 venture growth / growth equity Investments encompassing the healthcare IT, Tech, DaaS and SaaS spaces • Executed a bi-lateral innovation agreement between Northwell and the Israel Innovation Authority, the commercialization arm of the state of Israel, responsible for an annual budget of $500MM to foster venture and economic development initiatives • Implemented a quantitative / qualitative educational curriculum (analyst program) meant to accelerate the professional growth of newly recruited investment analyst personnel to the Northwell Ventures team • Conduct early stage pilots/clinical deployments of potential investment opportunities, which provide in-kind equity benefits, voice-of-customer feedback and an investment de-risking mechanism • Facilitate, foster and assess innovation from the Northwell Health clinical care givers – from ideation to commercialization

Responsible for analyzing financial and operational strategy, as well as monitoring financial control systems designed to achieve financial targets, preserve company assets and report accurate financial results. • Draft presentations with tracking plans and financial reporting packages to company equity holders • Analyzed and recommended new services, resulting in new revenue streams and increased company revenues • Examined and advised management on offering new modalities to increase patient care • Responsible for managing and overseeing multiple third-party consultants and service providers • Performed advanced data analysis on commercial payor reimbursements to optimize therapeutic program offerings

Supported deal teams in all aspects of private equity investment analysis including the screening of investment opportunities, financial modeling, company and industry diligence, writing of investment memoranda and presenting investment opportunities during investment committee meetings. Blue Sea Capital is a team of proven lower middle market principal investors and operators focused on the aerospace & defense, healthcare and industrial growth sectors. The firm was founded on the belief that special lower middle market companies deserve large firm capabilities, experience and resources with a small firm focus and style.

Assisted investment banking deal teams in the valuation, crafting of presentation materials and sell-side transaction processes. Oppenheimer & Co. is a middle market investment bank focused on providing strategic advisory services and market solutions for emerging growth and mid-sized businesses.

• Created and executed special projects, which addressed inquiries from management teams and helped executive managers achieve financial targets • Participated in third-party investment committee meetings, which evaluated the potential acquisitions of healthcare facilities in South Florida • Performed financial sensitivity analysis and industry due diligence • Headed a team of analyst, which increased corporate cash flows by accelerating the collection process of approximately $625,000 in receivables during a six week period • Created and oversaw an internal control system, which helped decreased therapy payroll expenditures by 5%, while increasing patient care services

• Addressed inquiries for Investment Managers, and advised on securities liquidity • Calculated accrued interest, units, expenses, distributions, and income payouts • Accounted for expenses and cash components, for multiple $25MM+ closed-end fixed income funds • Processed creation/redemption orders from fixed income trust sponsors • Performed trade verification and settlements

• Planned and coordinated investment seminars for prospective clients. • Performed basic equity research and evaluations for financial advisers, which contributed to investment decisions. • Conducted monthly account evaluations to diversify and re-balance client portfolios. • Liaison between the financial adviser and the equities trading desk in the New York corporate headquarters.