Experience

Ocean Block Capital
• United States
• Real Estate
• 1 - 100 Employee
• Acquisition Associate

  • Jun 2023 - Present


Duff & Phelps

• United States
• Business Consulting and Services
• 700 & Above Employee

• Investment Banking Intern

  • Jun 2022 - Aug 2022

  Assisted in the creation of pitch books and CIMs for middle market sell-side M&A transactions; Researched benchmarking statistics and industry trends for consumer products and restaurants; Created strategic and financial potential buyers’ lists for deals; Analyzed and organized client data to prepare a consolidated income statement; Tracked deal progress through Salesforce Assisted in the creation of pitch books and CIMs for middle market sell-side M&A transactions; Researched benchmarking statistics and industry trends for consumer products and restaurants; Created strategic and financial potential buyers’ lists for deals; Analyzed and organized client data to prepare a consolidated income statement; Tracked deal progress through Salesforce



X2 PERFORMANCE®

• United States
• Manufacturing
• 1 - 100 Employee

• Summer Finance Intern

  • May 2021 - Aug 2021

  Created financial models and forecasts for future sales; assisted with the creation of company pitch decks; constructed a company invoice tracker; analyzed and updated financial statements; remodeled excel spreadsheets for purchasing orders Created financial models and forecasts for future sales; assisted with the creation of company pitch decks; constructed a company invoice tracker; analyzed and updated financial statements; remodeled excel spreadsheets for purchasing orders



BroadRiver Asset Management, L.P.

• United States
• Investment Management
• 1 - 100 Employee

• Summer Intern

  • Jun 2018 - Aug 2018

  Worked on alternative investments including life settlements and tax liens; analyzed life insurance policies; conducted data entry projects regarding policies and carrier ratings; created strategic competitor list; assisted with investor relations Worked on alternative investments including life settlements and tax liens; analyzed life insurance policies; conducted data entry projects regarding policies and carrier ratings; created strategic competitor list; assisted with investor relations



Bedrock Real Estate Partners LLC

• Summer Intern

  • Jul 2017 - Aug 2017

  Researched comparable properties, current market trends and statistics; helped market residential and commercial properties to investors; organized office relocation; participated in meetings with senior executives, brokers, architects, marketing and public relations teams, private equity firms and individual investors Researched comparable properties, current market trends and statistics; helped market residential and commercial properties to investors; organized office relocation; participated in meetings with senior executives, brokers, architects, marketing and public relations teams, private equity firms and individual investors