Experience

Venerable

• United States
• Insurance
• 200 - 300 Employee

• Corporate Development Associate

  • Jan 2023 - Present



Citi

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • Jan 2022 - Dec 2022

  Analyst in the Financial Institutions Group: Insurance and Asset Management Analyst in the Financial Institutions Group: Insurance and Asset Management



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Analyst

  • Jul 2019 - Jan 2022

  Risk Solutions Group; Corporate Derivatives Risk Solutions Group; Corporate Derivatives



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Summer Analyst

  • Jun 2018 - Aug 2018

  Financial Institutions Group Financial Institutions Group



MillMo

• Founder

  • Aug 2016 - Aug 2017

  MillMo, Millenial Mortgage, is a FinTech upstart rethinking and redefining homeownership. At once, MillMo will responsibly extend the American Dream to millions of Americans while offering more flexible financing options to current homeowners. MillMo, Millenial Mortgage, is a FinTech upstart rethinking and redefining homeownership. At once, MillMo will responsibly extend the American Dream to millions of Americans while offering more flexible financing options to current homeowners.



Barclays Corporate & Investment Bank

• United States
• Financial Services
• 700 & Above Employee

• Investment Banking Externship

  • Jan 2016 - Jun 2016

  Offered customized mentorship program under a Director and Senior Analyst. Learning valuation, modeling, and methodologies: Comparable Companies Analysis, Precedent Transaction Analysis, Discounted Cash Flow Analysis, and fundamentals of leveraged buyouts Offered customized mentorship program under a Director and Senior Analyst. Learning valuation, modeling, and methodologies: Comparable Companies Analysis, Precedent Transaction Analysis, Discounted Cash Flow Analysis, and fundamentals of leveraged buyouts



Williams College

• United States
• Higher Education
• 700 & Above Employee

• Elected Member of Honor and Discipline Committee

  • Sep 2015 - Jun 2016

  Elected by the student body to The Committee comprised of faculty—including The Dean of the College—and student: hears and decides cases that involve violations of individual rights and rules of conduct

• Treasurer of All Campus Entertainment

  • Sep 2015 - May 2016

  Elected position charged with managing, purchasing, and accounting of the $120,000 annual budget which finances campus-wide concerts, parties, and activities.

• Housing Coordinator of Garfield Residence Hall

  • Aug 2015 - May 2016

  Applied and selected for the position to manage the residential house and foster academic and social community



Long Island Board of REALTORS®

• United States
• Real Estate
• 1 - 100 Employee

• Real Estate Agent

  • 2015 - 2016

  Successfully completed the qualifying N.Y. State 75 Hour Salesperson Licensing Course and Examination. Agent with Madison Pierce Realty and member of Long Island Board of Realtors Successfully completed the qualifying N.Y. State 75 Hour Salesperson Licensing Course and Examination. Agent with Madison Pierce Realty and member of Long Island Board of Realtors



Williams College

• United States
• Higher Education
• 700 & Above Employee

• VITA Income Tax Assistant

  • Jan 2015 - Jan 2015

  Trained and certified by the IRS, used Tax Code and policy expertise to file income tax returns for low-income Berkshire County Residents Trained and certified by the IRS, used Tax Code and policy expertise to file income tax returns for low-income Berkshire County Residents



Wagon Express

• Ocean Beach, New York

• Co-Founder

  • May 2007 - May 2014

  Co-Founder of concierge delivery and transport service business in Fire Island, NY • Transport via wagon power and, later, expanded across the Island via company transport power boat • Partnerships with real estate offices, bakery, and grocers in Ocean Beach Village and Bay Shore • Private client base of 125 guests and residents • Wagon Express was a featured cover story in The Wall Street Journal on August 1, 2012 Co-Founder of concierge delivery and transport service business in Fire Island, NY • Transport via wagon power and, later, expanded across the Island via company transport power boat • Partnerships with real estate offices, bakery, and grocers in Ocean Beach Village and Bay Shore • Private client base of 125 guests and residents • Wagon Express was a featured cover story in The Wall Street Journal on August 1, 2012