Experience

Princeton Value Partners LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst Intern

  • May 2023 - Present

  PVP is an Independent Investment Management firm focused on Value investing • Performed quantitative and qualitative industry and company due diligence, identifying growth opportunities and financial risk. • Built, maintained and analyzed DCF models along with relative valuations to determine investment quality. • Led industry expert calls and management meetings to better understand current and future company positioning and direction PVP is an Independent Investment Management firm focused on Value investing • Performed quantitative and qualitative industry and company due diligence, identifying growth opportunities and financial risk. • Built, maintained and analyzed DCF models along with relative valuations to determine investment quality. • Led industry expert calls and management meetings to better understand current and future company positioning and direction



St. Michael's College Student Union, University of Toronto

• Canada
• Political Organizations

• VP of Finance

  • Mar 2023 - Present

  Elected Vice President of Finance for my college's student union, representing over 20,000 students • Managed a budget of $300,000 for student events, clubs and activities at St Michael’s College Elected Vice President of Finance for my college's student union, representing over 20,000 students • Managed a budget of $300,000 for student events, clubs and activities at St Michael’s College



Rotman Commerce FinTech Association

• Canada
• Technology, Information and Media
• 1 - 100 Employee

• Director of Events

  • May 2021 - Present

  • Planned, promoted and executed campus-wide networking sessions and trading competitions for 200+ students while managing a team of 7, leading to 33% increase in student attendees. • Mentored 1st year students for trading competitions by advising them on valuation methods and different industry trends, leading to a top 10 placement of mentees. • Planned and organized the club’s internal development program including finance industry information sessions and Python programming workshops, resulting in a 25% increase in attendance. Show less



Rational Capital Investment Fund (University of Toronto)

• Canada
• Investment Management
• 1 - 100 Employee

• Member

  • Sep 2020 - Present

  RCIF is U of T's oldest student investment fund focused on value investing • Developed stock pitch presentations by researching different industries and applying DCF and Precedent transaction valuation methods. • Developed multiple investment theses by researching companies' competitive advantages, risks and mitigation methods, used to support stock pitch presentation. RCIF is U of T's oldest student investment fund focused on value investing • Developed stock pitch presentations by researching different industries and applying DCF and Precedent transaction valuation methods. • Developed multiple investment theses by researching companies' competitive advantages, risks and mitigation methods, used to support stock pitch presentation.



Moneris

• Canada
• Financial Services
• 700 & Above Employee

• Commercial Credit Summer Analyst

  • May 2022 - Aug 2022

  • Created Excel based credit risk exposure models for 25+ merchants used to support company-wide credit rating reports. • Drafted write ups supporting credit ratings by researching the industry and comparable companies financial ratios and collaborating with analyst team, resulting in a 96% approval rate by senior managers. • Managed and executed on multiple data screening projects simultaneously by prioritizing urgency and need based tasks, leading to a 100% project completion rate before deadlines Show less



CloudStreet Partners

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Private Equity Summer Analyst

  • May 2021 - Aug 2021

  • Sourced potential investment opportunities through proprietary deal sourcing, review of CIMs, and industry research, resulting in multiple acquisition talks by principals. • Built DCF models for potential investments to advise the Principal and investors on investment quality, returns, and risks. •Participated in broker-dealer and seller calls to understand the needs of the deal facilitators and support the sale negotiation process. Selected Transaction Experience: Proposed Buyout of a C$24MM Consumer Retail Company • Built an LBO model to value the company, proposed a transaction price, and developed an effective growth thesis strategy. • Assessed the accretion of the deal through extensive due diligence, as well as intrinsic and relative valuation methods Show less