Experience

Catholic University Finance Institute

• Professional Organizations
• 1 - 100 Employee

• Founding Partner

  • May 2022 - Present

  • Structured and established a training program to enhance analysts’ effective networking and communication skills by implementing the psychology of a conversation, situational leadership tactics and proper business etiquette • Oversee and manage the corporate relations division • Structured and established a training program to enhance analysts’ effective networking and communication skills by implementing the psychology of a conversation, situational leadership tactics and proper business etiquette • Oversee and manage the corporate relations division



UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Private Wealth Management Intern

  • Feb 2023 - Present



PeakSpan Capital

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Growth Equity Immersion Program Participant

  • Dec 2022 - Present

  PeakSpan’s six-part growth equity immersion program offers exposure and resources to learn about and break into finance / investing. PeakSpan’s six-part growth equity immersion program offers exposure and resources to learn about and break into finance / investing.



Leaf Group of NY

• United States
• Holding Companies
• 1 - 100 Employee

• Mergers and Acquisitions Analyst Intern

  • Jun 2022 - Aug 2022

  • Identified and evaluated businesses by providing insight for the development of a $100m portfolio by identifying sectors appropriate for company’s strengths and financial requirements through macroeconomic trends and analysis • Analyzed on-market acquisition opportunities through acquired CIMs from broker outreach • Conducted proactive owner outreach to maximize success rate of initiating acquisition opportunities and advised acquisition opportunities through strategic consulting • Identified and evaluated businesses by providing insight for the development of a $100m portfolio by identifying sectors appropriate for company’s strengths and financial requirements through macroeconomic trends and analysis • Analyzed on-market acquisition opportunities through acquired CIMs from broker outreach • Conducted proactive owner outreach to maximize success rate of initiating acquisition opportunities and advised acquisition opportunities through strategic consulting



Waterford Wealth Management

• United States
• Financial Services
• 1 - 100 Employee

• Wealth Management Intern

  • May 2022 - Aug 2022