Experience

Valens Research

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Jul 2019 - Present

  Greater Boston Area



Northeastern University Student Value Fund

• United States
• Investment Management
• 1 - 100 Employee

• Advisor

  • Jan 2018 - May 2019

• Chief Executive Officer

  • Jan 2017 - Dec 2017

• Chief Operating Officer

  • Jun 2016 - Dec 2016

• Senior Analyst

  • Jan 2016 - May 2016

• Junior Analyst

  • Oct 2014 - Dec 2015

  Boston, MA Experience valuing companies within specific macroeconomic climates and company specific discounted cash-flow models Expand knowledge of various industries through presentations given by Senior Analysts with prior experience Present full-length stock pitch to the Portfolio Management team and members of Seeking Alpha



Citizens Financial Group, Inc.

• Banking
• 700 & Above Employee

• Capital Markets Analyst

  • Jan 2018 - Jun 2018

  Boston, Massachusetts



Valens Research

• United States
• Financial Services
• 1 - 100 Employee

• Analyst

  • Jan 2017 - Jun 2017

  Greater Boston Area



Harvard Management Company

• Financial Services
• 1 - 100 Employee

• Performance Analyst

  • Jan 2016 - Jul 2016

  Greater Boston Area



Running Brook Day Camp

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Summer Camp Counselor

  • Jan 2011 - Mar 2016

  Waltham, MA Counseled special needs campers one on one Worked on a team of three counselors to develop activities and lead 20 children Designed after-camp sports games to accommodate extended-day campers



Mayflower Advisors LLC

• Intern

  • Apr 2014 - Jun 2014

  Boston, MA Edited six presentations for upper-level management in preparation for client meetings Investigated security analysis and portfolio development strategies from secondary sources Restructured 529 plans based on assessment of time sensitivity and risk analysis