Experience

Zenith Equity Research

• United States
• Financial Services
• 1 - 100 Employee

• Co-Founder

  • Jan 2023 - Present

  - Co-founded the firm to teach financial modeling and equity research to college students - Designed an internship program emulating an Equity Research Analyst role, teaching relevant skills to driven students, enabling them to excel early in the field and gain industry exposure - Implemented a rigorous recruitment process with 3.5 million+ Handshake impressions, narrowing down to 100 candidates through interviews; hired 16-20 talents from top business schools (UPenn, UChicago, Stanford) building a diverse and skilled team to support the firm's growth - Managing 16 interns (4 Lead Analysts & 12 Equity Research Interns) across the U.S, organized into 4 industry-focused teams (TMT, Energy, ESG, Financial Services) Show less



Due North Family Enterprises

• United States
• Venture Capital and Private Equity Principals

• Investment Analyst Intern

  • Sep 2022 - Apr 2023

  - Conducted market research to identify over 100 high-potential service-based businesses - Utilized technology tools Grata and Outreach.io to drive targeted outreach efforts and generate leads for the firm - Conducted market research to identify over 100 high-potential service-based businesses - Utilized technology tools Grata and Outreach.io to drive targeted outreach efforts and generate leads for the firm