Chief of Staff

• Sep 2023 - Present

Summer Associate, Software Strategy Group

• Jun 2022 - Aug 2022

Consulting Intern

• May 2021 - Aug 2021

- Drafted proposal for large Canadian wealth manager exploring feasibility and business models for creation of RIA in U.S - Worked with a large bank in analyzing 50,000+ data point set to find trends in back-office errors and helped redesign new error catching system to reduce NIGO (Not In Good Order) occurrence - Created an interactive tool for all form processing and outreach and led the presentation of the deliverable to a large Canadian bank - Drafted proposal for large Canadian wealth manager exploring feasibility and business models for creation of RIA in U.S - Worked with a large bank in analyzing 50,000+ data point set to find trends in back-office errors and helped redesign new error catching system to reduce NIGO (Not In Good Order) occurrence - Created an interactive tool for all form processing and outreach and led the presentation of the deliverable to a large Canadian bank

Founder and General Partner

• Jan 2020 - May 2021

- Created a fund template that uses 30+ relative indicators to autonomously proportion a set of 18 multi-asset ETF’s that results in a high reward/risk ratio investment vehicle - Designed and co-managed a value investing fund (39.8% return) that invests in Canadian and American equities and fixed income - Created a 20-page partnership agreement, quarterly financial statements, and annual reports - Created a fund template that uses 30+ relative indicators to autonomously proportion a set of 18 multi-asset ETF’s that results in a high reward/risk ratio investment vehicle - Designed and co-managed a value investing fund (39.8% return) that invests in Canadian and American equities and fixed income - Created a 20-page partnership agreement, quarterly financial statements, and annual reports

Summer Analyst

• May 2020 - Aug 2020

The Sandler Wealth Management Group: - Attracting new, high net worth clients via various modes of online outreach - Performing in-depth analysis and financial modeling on public companies - Distilling key insights from market research reports to develop theses on potential investment opportunities - Executing back office administrative tasks in an efficient manner The Sandler Wealth Management Group: - Attracting new, high net worth clients via various modes of online outreach - Performing in-depth analysis and financial modeling on public companies - Distilling key insights from market research reports to develop theses on potential investment opportunities - Executing back office administrative tasks in an efficient manner

Intern

• Jul 2018 - Jul 2018

- Scouted properties and analyzed their financial viability - Researched comparable housing to ascertain the value of comparable apartment buildings - Created rough floor layouts for the senior management to use when visiting buildings - Worked on marketing, photography and assisting the marketing team with building brand image - Scouted properties and analyzed their financial viability - Researched comparable housing to ascertain the value of comparable apartment buildings - Created rough floor layouts for the senior management to use when visiting buildings - Worked on marketing, photography and assisting the marketing team with building brand image

Intern

• Jun 2018 - Jul 2018

- Researched and built a plan to create a financial literacy course for students - Researched and wrote a report on teenage engagement in technology and on the different platforms not-for-profits could use to promote philanthropy within younger generations - Provided input and guidance on how the educators could most effectively communicate with the students on messaging platforms - Researched and built a plan to create a financial literacy course for students - Researched and wrote a report on teenage engagement in technology and on the different platforms not-for-profits could use to promote philanthropy within younger generations - Provided input and guidance on how the educators could most effectively communicate with the students on messaging platforms

Summer Student

• Jul 2017 - Aug 2017

Corporate valuation : - Learned methods used in "Bottom-up" investing - Learned structure and how to create DCF for public companies - Learned how to create formal stock pitches - Gained greater understanding of market trends and how to recognize investor patterns Corporate valuation : - Learned methods used in "Bottom-up" investing - Learned structure and how to create DCF for public companies - Learned how to create formal stock pitches - Gained greater understanding of market trends and how to recognize investor patterns

Summer Student

• Jun 2017 - Jul 2017

Economics for Leaders - Yale University: - Engaged in team building strategies, learned about microeconomics and macroeconomics Economics for Leaders - Yale University: - Engaged in team building strategies, learned about microeconomics and macroeconomics