Experience

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  Sofer Advisors

  • Valuation Analyst

    • Nov 2023 - Present

    Prepared 16+ complex financial models assessing the values of midsized companies across multiple industries for M&A, strategic planning, and estate & gift planning purposesTailored company valuations using OPM and PPA valuation models for specific client needsEngaged in client calls with management teams to understand critical insights into company performanceConducted due diligence into gathering industry reports and market research to guide valuationsParticipated in weekly valuations seminars taught by industry experts from Business Valuations Resources

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  Bloomberg

  • Princeton, New Jersey, United States

  • Financial Analyst

    • Sep 2023 - Nov 2023
    • Princeton, New Jersey, United States

    Aggregate and filter broker data on company financials on the Bloomberg Terminal for valuation assumptionsInterpret financial statements and company filings to provide requested information from clientsCompile future estimates on public companies’ financial measures to be used in Bloomberg industry reports

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  Boston College

  • Chestnut Hill, Massachusetts, United States

  • Administrative Assistant at Bapst Library

    • Oct 2019 - May 2023
    • Chestnut Hill, Massachusetts, United States

    Overlook the inventory management system and in-person help for the on-campus library (11+ hours weekly)Organize operations such as inventory management and information retrieval for 51,000+ volumesGenerate solutions for faculty and students to adapt instructional resources for online learning

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  Shea & Company

  • Boston, Massachusetts, United States

  • Investment Banking Summer Analyst

    • Jun 2022 - Aug 2022
    • Boston, Massachusetts, United States

    Selected Project Experience: Project Coronado 2.0 Coproduced the CIM on a current sell-side process for a customer experience software company Designed slides focusing on the customer experience software industry and product architecture Attended external sessions with the client and its financial sponsor to document key insights and updates Compiled a directory of contact information from potential financial and strategic buyersAnalyzed M&A, Capital Raise, and industry trends to create Real Estate and Smart Cities industry overviewsPrepared sell-side pitch book for a potential software client and presented the overview to its executive board

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  Hasbro

  • Strategic Marketing Intern

    • May 2021 - Aug 2021

    Collaborate with a team to conduct research in media, entertainment, and consumer product & retail industries (40+ hours weekly)Spearhead intern-projects to compile a competitor analysis and create a digital activation strategy for LPSParticipate in mentorship and networking events with senior-level management

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  Citi

  • Citi M&A Case Competition

    • Sep 2020 - Nov 2020

    Co-led a team of three to develop a 20-page M&A buy-side pitch to Target on the strategic acquisition of AramarkBuilt Aramark’s operating model and Discounted Cash Flow, Public Comparable, and Precedent Transaction Analysis along with the merger's Accretion/Dilution Analysis

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  Computer Exchange at the Boys and Girls Club

  • Lawrenceville, NJ

  • Sales Representative and Computer Technician

    • Jun 2017 - Aug 2019
    • Lawrenceville, NJ

    Reported sales, inventory, and profit margins using Microsoft Excel for $50,000+ in salesMarkeeted products to the local community through client-facing medians (12+ hours weekly)Initiated a small team of four, tasked with troubleshooting and evaluating defective products