Bio
Experience
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Consumer Retail Industry Team
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Aug 2022 - Present
• Researched potential investment ideas, built financial models, and worked closely with mentors/portfolio managers in small groups• Pitched investment ideas at club meetings and sponsor-hosted pitch competitions• Participated in comprehensive educational sessions on core concepts in valuation and accounting
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Cliffwater
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New York, New York, United States
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Private Credit Intern
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Jun 2023 - Aug 2023
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New York, New York, United States
● Ran due diligence and formulated investment theses on new investment opportunities● Assisted in pitching investment memoranda to the Investment Committee● Regularly interfaced with portfolio companies to assess financial performance / credit strength
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Hightower Advisors
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Del Mar, California, United States
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Finance Intern
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May 2020 - Aug 2022
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Del Mar, California, United States
• Produced investment review packages; highlighted economic, demographic, and market data• Formulated long range asset allocation and financial models to assist with client relations
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Education
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2021 - 2025University of Pennsylvania
Bachelor's degree, Economics -
2012 - 2020Santa Fe Christian Schools
High School Diploma
Suggested Services
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Industry Focus. “Financial Services”
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