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Experience

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Senior Associate
      • Jul 2023 - Present

    • Private Equity Associate
      • Apr 2022 - Jul 2023

    • United States
    • Real Estate
    • 100 - 200 Employee
    • Senior Analyst
      • Jan 2020 - Apr 2022

    • Analyst
      • Feb 2019 - Dec 2019

    • Netherlands
    • Banking
    • 700 & Above Employee
    • Investment Banking Analyst
      • Jun 2017 - Feb 2019
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Acquisitions Analyst (Intern)
      • Jun 2016 - May 2017

      Luxstone Partners is focused on acquiring, sourcing, and developing multifamily and mixed-use properties • Create in-depth Excel models to analyze new acquisitions and dispositions • Research various neighborhoods throughout the Tri-state area to formulate investment strategies • Conduct site visits and formal meetings with brokers, sellers, and lenders Luxstone Partners is focused on acquiring, sourcing, and developing multifamily and mixed-use properties • Create in-depth Excel models to analyze new acquisitions and dispositions • Research various neighborhoods throughout the Tri-state area to formulate investment strategies • Conduct site visits and formal meetings with brokers, sellers, and lenders

    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Intern
      • Aug 2015 - May 2016

      Merrill Lynch is the wealth management division of Bank of America • Researched and summarized new financial product information from private equity firms and hedge funds • Presented to SVP new financial product information that was leveraged in the client asset allocation process Merrill Lynch is the wealth management division of Bank of America • Researched and summarized new financial product information from private equity firms and hedge funds • Presented to SVP new financial product information that was leveraged in the client asset allocation process

    • Capital Advisory Intern
      • Jun 2015 - Aug 2015

      HKS Capital Partners is a commercial real estate finance and advisory services firm. • Determined commercial loan obligations of building owners and then effectively introduced appropriate banks to our senior brokers to successfully source the equity for the deal with the best terms. • Created commercial real estate packages for banks and high-net-worth individuals, covering items such as LTC, pro-forma layout; land, hard, and soft costs; and pro-forma NOI. • Researched NY commercial real estate and their associated neighborhoods and presented results to partners to leverage for upcoming deals. Show less

    • Investment Banking Summer Analyst
      • Jun 2014 - Sep 2014

      Acaciawood Consulting is a strategic advisory firm providing business advisory and M&A services to middle-market firms. • Enabled clients to make investment decisions by forecasting and analyzing the pricings of commodities (Ethanol, Distiller’s Grains, Gasoline, Corn, and Crude Oil) by building a mathematical model using statistical analysis. • Recommended various hedging strategies to reduce client’s investment risk. • Advised Acaciawood on which start-up and mid-sized companies should be introduced to investors to obtain seed financing or investments for growth by analyzing pitch books and one-pagers and then communicating investment recommendations to management. Show less

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Intern
      • May 2013 - Jul 2013

      Diversified Financial Consultants is a financial services and wealth management firm. Initiated and completed the process for existing clients to broaden their asset allocation in: • Investments (Stocks, Bonds, Mutual Funds, Traditional/Roth/SEP/Simple IRAs, Government Securities, and Variable Annuities) • Financial Planning (Retirement Plans, 401(k), College Plans, and Estate Plans) • Insurance (Disability Income Insurance, Life Insurance, and Long Term Care Insurance) Increased company efficiency by creating and maintaining a spreadsheet of client investments. Show less

Education

  • Binghamton University
    Bachelor’s Degree, Economics
    2014 - 2017
  • The Frisch School

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