2024 Incoming Summer Analyst

• Nov 2023 - Present

Financial Services analyst/M&A analyst

• Jun 2023 - Sep 2023

• Worked on multiple valuations with the M&A team for prospected acquisitions • Actively assisted advisors on the team to assist their client’s financial plans both in 401(k) and in individual wealth • Executed data mining from the entity’s transition to an RIA, registered by the SEC • Researched and participated in meetings with financial custodians to gain partnerships • Worked on multiple valuations with the M&A team for prospected acquisitions • Actively assisted advisors on the team to assist their client’s financial plans both in 401(k) and in individual wealth • Executed data mining from the entity’s transition to an RIA, registered by the SEC • Researched and participated in meetings with financial custodians to gain partnerships

Private Equity Intern

• Jul 2022 - Aug 2022

• Sourced 200+ private equity funds by cold calling/drip marketing to share value proposition, risk management, and due diligence services • Analyzed potential financial models for Smith Brothers Financial entity • Participated in consultative sales training and private equity prospect meetings • Sourced 200+ private equity funds by cold calling/drip marketing to share value proposition, risk management, and due diligence services • Analyzed potential financial models for Smith Brothers Financial entity • Participated in consultative sales training and private equity prospect meetings

Investment Banking Summer Analyst

• Jun 2022 - Jun 2022

• Contributed to and analyzed profit and loss statements to fulfill client common information models • Researched firms across the country who desired a financial succession to develop a prospect list • Shadowed various team members in daily, weekly, and monthly internal/external meetings • Contributed to and analyzed profit and loss statements to fulfill client common information models • Researched firms across the country who desired a financial succession to develop a prospect list • Shadowed various team members in daily, weekly, and monthly internal/external meetings

Student Volunteer

• Mar 2015 - Jan 2022

With the mission of teaching kids in my local community how to help other kids in need, for the past 7 years I have aided board members and student leaders in all aspects of hosting an annual town-wide 3 on 3 basketball tournament, including refereeing, coaching, procuring supplies, and setting up event spaces. With the mission of teaching kids in my local community how to help other kids in need, for the past 7 years I have aided board members and student leaders in all aspects of hosting an annual town-wide 3 on 3 basketball tournament, including refereeing, coaching, procuring supplies, and setting up event spaces.

Intern

• Jun 2021 - Jul 2021

Smith Brothers Insurance is an emerging risk firm to which I interned at. At this company I went through an integration program to where I was taught how to start a business, the values businesses endure, and met many CEO's and higher ups along the way. Smith Brothers Insurance is an emerging risk firm to which I interned at. At this company I went through an integration program to where I was taught how to start a business, the values businesses endure, and met many CEO's and higher ups along the way.

Assistant Coach

• Jun 2021 - Jul 2021

I worked for 3d Lacrosse as an assistant coach. I coached children anywhere from kindergarten to fifth grade and worked 1 on 1 with many individuals to improve their game. In addition to enhancing their lacrosse game, the kids were taught to work efficiently with one another, and the values of teamwork. I worked for 3d Lacrosse as an assistant coach. I coached children anywhere from kindergarten to fifth grade and worked 1 on 1 with many individuals to improve their game. In addition to enhancing their lacrosse game, the kids were taught to work efficiently with one another, and the values of teamwork.

Volunteer

• Feb 2019 - Jan 2020

As a delivery volunteer, I worked with local leadership to pick up and deliver meals to sick, elderly, and disabled citizens in my area. As a delivery volunteer, I worked with local leadership to pick up and deliver meals to sick, elderly, and disabled citizens in my area.

Volunteer

• Jan 2015 - Jan 2016

House of Bread is a non-profit organization affiliated with my family's church that serves to feed the homeless community in the city of Hartford. I regularly volunteered on Sunday mornings to cook for, serve to, and eat with the meal recipients. House of Bread is a non-profit organization affiliated with my family's church that serves to feed the homeless community in the city of Hartford. I regularly volunteered on Sunday mornings to cook for, serve to, and eat with the meal recipients.

Volunteer

• Jan 2014 - Jan 2016

Catherine's Place is a non-profit organization that provides transitional housing for homeless women in the city of Hartford and works to help women garner the skills necessary to secure employment and find permanent housing. My family and I regularly hosted dinners for residents and staff on Sunday nights to which I was a huge part of. Catherine's Place is a non-profit organization that provides transitional housing for homeless women in the city of Hartford and works to help women garner the skills necessary to secure employment and find permanent housing. My family and I regularly hosted dinners for residents and staff on Sunday nights to which I was a huge part of.