Financial Consulting Analyst

• Nov 2021 - Mar 2022

• Performed regular analysis of client shareholder bases and shareholder targeting strategies for public companies in various emerging industries, such as electric vehicles, clean energy, industrial machinery, food services, 5G telecom, etc. • Analyzed 13-F data in order to demonstrate institutional shareholder trends as well as highlight short interest and volatility review, peer valuation comparisons, peer share performance and thereafter presented to public company executives • Performed regular analysis of client shareholder bases and shareholder targeting strategies for public companies in various emerging industries, such as electric vehicles, clean energy, industrial machinery, food services, 5G telecom, etc. • Analyzed 13-F data in order to demonstrate institutional shareholder trends as well as highlight short interest and volatility review, peer valuation comparisons, peer share performance and thereafter presented to public company executives

Capital Markets Associate

• Aug 2021 - Nov 2021

• Underwrote and originated deals across all asset classes, primarily focused on commercial, mixed-use, and industrial properties • Underwrote and originated deals across all asset classes, primarily focused on commercial, mixed-use, and industrial properties

Venture Capital Summer Analyst

• May 2020 - Sep 2020

• Spearheaded portfolio management & strategic advisory efforts for Currency M, the venture capital arm of the family office; the portfolio included 12 direct real estate tech early-stage companies and 2 emerging manager fund investments • Evaluated COVID-19-driven opportunistic private financing rounds across early & growth stage firms, delivering presentations both in-house & to various third-party venture capital firms and family offices, culminating in the completion of two primary… Show more • Spearheaded portfolio management & strategic advisory efforts for Currency M, the venture capital arm of the family office; the portfolio included 12 direct real estate tech early-stage companies and 2 emerging manager fund investments • Evaluated COVID-19-driven opportunistic private financing rounds across early & growth stage firms, delivering presentations both in-house & to various third-party venture capital firms and family offices, culminating in the completion of two primary fundraises Show less • Spearheaded portfolio management & strategic advisory efforts for Currency M, the venture capital arm of the family office; the portfolio included 12 direct real estate tech early-stage companies and 2 emerging manager fund investments • Evaluated COVID-19-driven opportunistic private financing rounds across early & growth stage firms, delivering presentations both in-house & to various third-party venture capital firms and family offices, culminating in the completion of two primary… Show more • Spearheaded portfolio management & strategic advisory efforts for Currency M, the venture capital arm of the family office; the portfolio included 12 direct real estate tech early-stage companies and 2 emerging manager fund investments • Evaluated COVID-19-driven opportunistic private financing rounds across early & growth stage firms, delivering presentations both in-house & to various third-party venture capital firms and family offices, culminating in the completion of two primary fundraises Show less

Financial Underwriting Summer Analyst

• Jun 2019 - Aug 2019

Real Estate Acquisitions Intern

• Jul 2017 - Aug 2018