Experience

NewEdge Wealth

• United States
• Investment Management
• 1 - 100 Employee

• Summer Investments Intern

  • Jul 2023 - Aug 2023

  Worked on an investment team to research, build, and deliver compelling investment opportunities for high and ultra high net worth clients. Worked on an investment team to research, build, and deliver compelling investment opportunities for high and ultra high net worth clients.



Levitree

• Environmental Services
• 1 - 100 Employee

• Business Development Representative

  • Oct 2021 - Jan 2022

  Geotechnical startup focused on injecting lignocellulose slurries 20-300ft underground to elevate properties and sequester CO2 through the use of drone photogrammetry and injection software. • Responsible for funding generation and collecting new customer accounts through my team. • Scheduling and pitching meetings to different VCs, government funds, and angel investors to raise our business evaluation through continued R&D of our late prototype. Geotechnical startup focused on injecting lignocellulose slurries 20-300ft underground to elevate properties and sequester CO2 through the use of drone photogrammetry and injection software. • Responsible for funding generation and collecting new customer accounts through my team. • Scheduling and pitching meetings to different VCs, government funds, and angel investors to raise our business evaluation through continued R&D of our late prototype.



Insight Diligence

• Newport Beach, California, United States

• Research Assistant

  • Oct 2020 - Jun 2021

  Conducted investigative research and analyzed data using proprietary and subscription databases. Assisted in M&A due diligence source work for private equity and investment banking clients. Conducted investigative research and analyzed data using proprietary and subscription databases. Assisted in M&A due diligence source work for private equity and investment banking clients.



Open Water

• United States
• Food & Beverages
• 1 - 100 Employee

• Brand Ambassador Intern

  • Oct 2019 - May 2020

  Brand and research ambassador for Open Water. Created and developed product promotions with youth organizations. Brand and research ambassador for Open Water. Created and developed product promotions with youth organizations.



Ladera Ranch Sports Center

• Score/ Parking Lot Manager/ Sports Announcer

  • Mar 2019 - Mar 2020