Experience

Heritage Holding

• Financial Services
• 1 - 100 Employee

• Private Equity Associate

  • Sep 2022 - Present



Equiteq

• United Kingdom
• Investment Banking
• 1 - 100 Employee

• Investment Banking Analyst

  • Sep 2021 - Sep 2022

  Investment Banking - Software & Technology Enabled Services Investment Banking - Software & Technology Enabled Services



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Analyst

  • Sep 2020 - Sep 2021

  Modeling Advisory Practice - Renewable Energy Valuation Financial Advisory Modeling Advisory Practice - Renewable Energy Valuation Financial Advisory



Protiviti

• United States
• Business Consulting and Services
• 700 & Above Employee

• Business Performance Improvement Consultant

  • Jun 2019 - Aug 2019



Liberty Mutual Insurance

• United States
• Insurance
• 700 & Above Employee

• Accounting and Finance Intern

  • May 2018 - Aug 2018



BenchmarkRef.com

• Financial Analyst Intern

  • Oct 2017 - May 2018



Fast Forward

• United States
• Higher Education

• Intern

  • May 2017 - May 2018



Rhode Island Department of Revenue

• Providence, Rhode Island Area

• Summer Intern

  • Jun 2017 - Jul 2017

  • Built and performed data analysis on 39 town charters for Department of Revenue to improve efficiencies and compliance with regulation for yearly audits on the towns’ constitutional powers and budget reporting process • Quantified budgetary financial trends for state aid revenues in integrated excel tables for department heads to perform revenue analysis on over $160M • Sourced and refined budgetary information since 2000 in twenty different categorizes for Finance and IT department in excel and access to build interactive data tables, charts, and graphs to find relevant trends and patterns in state aid programs Show less



John Hancock

• United States
• Financial Services
• 700 & Above Employee

• Business Case Competition

  • Jun 2017 - Jun 2017

  • Competed and collaborated with a team of five students, interns, and professionals from John Hancock in an accounting focused business case to consult management on hiring solutions • Led team to engage in solution building activities and presented to a panel of seven judges to determine best course of action for management based on the cultures, values, and financial standing of the firm • Competed and collaborated with a team of five students, interns, and professionals from John Hancock in an accounting focused business case to consult management on hiring solutions • Led team to engage in solution building activities and presented to a panel of seven judges to determine best course of action for management based on the cultures, values, and financial standing of the firm



CohnReznick LLP

• United States
• Accounting
• 700 & Above Employee

• Summer Leadership Program

  • Jun 2017 - Jun 2017



Argo Tea

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Barista

  • Mar 2017 - May 2017

  • Prepared all drink and food items while maintaining a high level of standards, following Argo product preparation and serving techniques, and recipe and measurement guidelines • Establishing open communication by providing a warm and welcomed experience for customers • Prepared all drink and food items while maintaining a high level of standards, following Argo product preparation and serving techniques, and recipe and measurement guidelines • Establishing open communication by providing a warm and welcomed experience for customers



Dave's Marketplace

• Smithfield, Rhode Island

• Produce Clerk

  • Jul 2016 - Aug 2016

  ● Responsible for maintaining and managing proper inventory of products throughout the store ● Directed customers with product inquires to designated aisle ● Organized product inventory assuring customer satisfactio ● Responsible for maintaining and managing proper inventory of products throughout the store ● Directed customers with product inquires to designated aisle ● Organized product inventory assuring customer satisfactio



All Seasons Inn & Suits

• Smithfield, Rhode Island

• Front Desk Clerk

  • May 2014 - May 2016

  ● Managed a hotel reservation desk, schedule over 30 reservations per shift. ● Solved reservation and service issues, answering customer inquiries resulting in rescheduling/canceling reservations ● Provided guests with information about local tourist attractions and restaurants ● Directed room and housekeeping function, which include assigning rooms to the staff of three and making sure the rooms met the manager’s satisfaction ● Managed a hotel reservation desk, schedule over 30 reservations per shift. ● Solved reservation and service issues, answering customer inquiries resulting in rescheduling/canceling reservations ● Provided guests with information about local tourist attractions and restaurants ● Directed room and housekeeping function, which include assigning rooms to the staff of three and making sure the rooms met the manager’s satisfaction



American Legion Auxiliary

• United States
• Non-profit Organization Management
• 200 - 300 Employee

• State Senator

  • Jun 2015 - Jun 2015

  ● Participated in a summer leadership and citizenship program sponsored by the American Legion ● Engaged in political activities such as electing state officials, representing students, running an office, drafting and debating bills, and making motions ● Participated in a summer leadership and citizenship program sponsored by the American Legion ● Engaged in political activities such as electing state officials, representing students, running an office, drafting and debating bills, and making motions