Bio
Credentials
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Excel for Business Level I - Fundamentals
Noble DesktopMay, 2024- Apr, 2026 -
Excel for Business Level II - Intermediate
Noble DesktopMay, 2024- Apr, 2026 -
Investor Training Program (ITP) Certification
Duke Investment ClubNov, 2023- Apr, 2026 -
Behavioral Finance
CourseraDec, 2022- Apr, 2026
Experience
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Toro Partners, LLC
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New York, New York, United States
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Summer Investment Analyst
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Jun 2024 - Present
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New York, New York, United States
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Duke Business Ethics Club
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Durham, North Carolina, United States
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President and Founder
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Jan 2024 - Present
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Durham, North Carolina, United States
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Duke Investment Club
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Durham, North Carolina, United States
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Investor Training Program (ITP) Certified Member
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Sep 2023 - Present
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Durham, North Carolina, United States
- Successfully completed an intensive eight-week course, gaining in-depth knowledge of essential finance principles and practices.- Demonstrated knowledge of investment strategies through a final exam and presenting a stock pitch, employing advanced valuation methodologies including comparable company analysis and discounted cash flow analysis.
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General Body Member
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Sep 2023 - Present
- Complete a six-week course covering the fundamentals of commercial real estate, real estate investing, and real estate finance.- Attend guest speaker events and hear from leaders in the industry.
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Contributing Writer
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Nov 2022 - Sep 2023
- Contributor for FanSided.com, writing about NCAA sports.
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Business2Schools
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New York, United States
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Head of U.S Outreach
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Feb 2021 - Jan 2023
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New York, United States
- Launched U.S. Operations. Manage the sourcing and donation of recycled technology from businesses to schools in need - Over 50k in equipment delivered to date.
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Grandstand Sports & Memorabilia
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New York, United States
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Intern
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Mar 2022 - Jun 2022
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New York, United States
- Helped gather spreadsheets for obtaining new clients and also reached out to potential clients- Worked silent/live auctions and learned valuable sales skills in different settings- Met with CEO regularly and gave recommendations on how to increase social media presence
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Evercore
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New York, United States
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Intern
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Jun 2021 - Aug 2021
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New York, United States
- Apprenticed with a top Investment Analyst to learn basic skills of equity research. Created a report on revenue drivers at Madison Square Garden and learned how to analyze 10-K reports.
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Trevor Day School
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New York, United States
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Day Camp Counselor
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Jun 2021 - Jun 2021
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New York, United States
- Worked as a day camp counselor in the sports division for K-5th graders. - Supervised and interacted with children to foster independence and confidence.
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Education
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2022 - 2026Duke University
Bachelor of Arts - BA, Economics, Political Science, Markets and Management Studies -
2009 - 2022Trevor Day School
High School Diploma
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