Experience

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  Erez Capital

  • Venture Partner

    • Mar 2024 - Present

    Erez Capital is a venture capital fund with a focus on identifying and scaling early-stage technology startups. The fund leverages expert advisors, corporate affiliations, and venture partners to help portfolio companies prepare go-to-market strategies and gain maximum exposure to relevant industry sectors. Erez Capital has developed a winning methodology rooted in founder-focused, well-branded, machine learning solutions for the FinTech, PropTech, Web3 and Artificial Intelligence sectors.

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  Envestnet, Inc

  • Berwyn, Pennsylvania, United States

  • Trade Error Analyst

    • Sep 2022 - Present
    • Berwyn, Pennsylvania, United States

    • Manage and analyze trading activity of over 8,000 accounts and recommend necessary corrective actions to make the client accounts whole• Identified incorrect or missing transactions on 2,881 service requests by reviewing account trade activity per portfolio models and root cause analysis• Performed price comparison trade analysis to determine impact to clients and custodians• Developed and maintained strong relations with internal and external clients and key contacts in the financial industry• Provided high quality service and problem-solving skills, allowing for communication of complex concepts to be delivered in a concise and articulate manor

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  Primerica

  • Pennsylvania, United States

  • Financial Services Representative

    • Jul 2022 - Sep 2022
    • Pennsylvania, United States

    • Educated and recommended 11 different financial services to potential clients• Trained in sales methods and Life Insurance certification (16-01)

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  AIDVP

  • Cambridge, Massachusetts, United States

  • Investment Research Intern

    • May 2022 - Aug 2022
    • Cambridge, Massachusetts, United States

    • Evaluated four companies weekly to determine investment risk and expected growth, analyzing the company’s financials, management, M&A activity, strategic position, and competitive dynamics• Facilitated customer engagement by publishing investment and underwriting recommendations

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  Jensen Hughes

  • Syracuse, New York Area

  • Site Risk Management Engineer

    • Aug 2019 - Aug 2021
    • Syracuse, New York Area

    • Saved ~$5M during a bi-annual refueling outage from having thoroughly evaluated all processes, from increasing operational efficiencies while decreasing risk, and from re-scheduling preventative maintenance• Received a “High Five” award for having applied advanced knowledge from successful completion of Nuclear Operator Systems Training• Mentored a new SRME, who exceeded time expectations for becoming certified on quantitative and qualitative risk applications, procedures, and federal guidelines• Independently produced 36 operation risk reports from discovery to approval in under 24-hours• Persuaded the NE Risk Management Team to make several changes to a decision tree model that resulted in a more accurate representation of the power plant’s risk level

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  Metropolitan Acoustics

  • Philadelphia, PA

  • Acoustic Engineering

    • Mar 2018 - Sep 2018
    • Philadelphia, PA

    • Analyzed sound and vibration metrics, and created three models for the hospital client to select, based on optimal noise levels and the associated price points• Wrote 42 client reports with analyses, insights, and recommendations from buildings’ acoustic level modeling• Persuaded over 20 clients to select and adopt a recommended strategy for noise reduction

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  Hikma Pharmaceuticals

  • Cherry Hill, NJ

  • Project Engineer

    • Mar 2017 - Sep 2017
    • Cherry Hill, NJ

    • Forecasted, with Excel, a $650 monthly savings from reduced costs of a replacement steam generator• Selected and supervised contractors whose construction enabled a doubling of a drug’s production capacity

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  Philadelphia Water

  • Philadelphia, PA

  • Green Storm Water Infrastructure Maintenance Engineer

    • Mar 2016 - Sep 2016
    • Philadelphia, PA

    • Reduced yearly expenses by $10,000 through more insightful cost analysis and more efficient planning• Enhanced the 300+ project database to become easily searchable by any variable