Experience

Assured Healthcare Partners

• United States
• Investment Management
• 1 - 100 Employee

• Private Equity Associate

  • Aug 2021 - Present

  New York, New York, United States



MTS Health Partners

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Associate

  • Jul 2020 - Jul 2021

  New York, New York, United States

• Investment Banking Analyst

  • Jul 2018 - Jul 2020

  Greater New York City Area



Aon

• United Kingdom
• Financial Services
• 700 & Above Employee

• Summer Intern

  • Jun 2017 - Aug 2017

  Hatboro, Pennsylvania  Worked as part of Delivery Management team analyzing ways to improve efficiency and productivity  Created data validation models in Microsoft Excel using Macros and VBA  Participated in and ran meetings presenting models and work to leadership using Microsoft Project and PowerPoint



Horizon Kinetics LLC

• United States
• Financial Services
• 1 - 100 Employee

• Summer Intern

  • Jun 2016 - Aug 2016

  New York City • Conducted equity research, analysis, and valuation using DCF and comparative multiple modeling techniques • Applied investment philosophies and theses of generalist value firm with 8 hedge funds, 20 mutual funds, and SAMs to equity research • Participated in meetings with various departments including accounting, compliance, and sales and trading departments to learn about the different aspects and responsibilities of the buy side



Newlight Management

• United States
• Investment Management

• Summer Intern

  • May 2016 - Aug 2016

  Jericho, New York • Conducted portfolio analysis for technology hedge fund using statistical tools to compare to other technology funds and benchmarks • Made recommendations about asset allocation and performance of different transactions based on statistical techniques in R and Excel • Conducted research, valuation, and liquidity analysis on a recent merger



Applied DNA Sciences

• Biotechnology Research
• 1 - 100 Employee

• Summer Intern

  • May 2015 - Aug 2015

  United States • Employed novel techniques in the production of patented DNA taggant technology to prevent counterfeiting of products used by the Government and private sector • Engaged in product quality control and quality assurance • Reviewed quarterly and other financial reports and attended company meetings focusing on the importance of the company’s intellectual property, supply chain management and growth opportunities of a dynamic young public company



Taxes For Traders

• United States
• Accounting

• Accounting and Tax Practice Assistant

  • Jun 2013 - Sep 2014

  • Analyzed day trader brokerage statements • Reconciled security positions and capital gains/performance • Utilized QuickBooks to create company financial statements • Prepared capital gains and other tax return schedules



Cornell University

• United States
• Higher Education
• 700 & Above Employee

• Research Apprenticeship in Biological Sciences

  • Jun 2013 - Aug 2013

  One of twelve students selected nationally for competitive program conducting research in the microbiology lab of Dr. Stephen Winans on the mechanisms of gene regulation that control quorum sensing and swarming in bacteria; wrote an original paper and gave presentation. Gained over 300 hours of lab experience and learned lab procedures such as immobilized metal affinity chromatography to isolate and purify proteins, Western blots, molecular cloning, etc.