Experience

Quid
• Financial Services
• Associate

  • Sep 2022 - Present

KPMG US
• United States
• Financial Services
• 700 & Above Employee
• Management Consulting - Financial Services Solutions

  • Sep 2021 - Sep 2022


UF Innovate | Ventures

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

• Venture Capital

  • Aug 2020 - Dec 2021

  Specialized in the research and analysis of bio-medical start-ups at UF Innovate and the Sid-Martin Bio-Incubator Preformed extensive market research into the market size, cost, and profit margin for a variety of cancer types, allowing me to provide an accurate picture of the deal flow and market environment Assisted 2 separate teams of oncologist at UF form a business model, and conducted the necessary due diligence in search of seed funding Created presentations that conveyed complex medical research and profit projections in a way that would be clear and concise as a part of a venture capital funding pitch Show less



Top Tier Group

• Canada
• Transportation, Logistics, Supply Chain and Storage
• 1 - 100 Employee

• Assistant General Manager

  • Jun 2017 - Aug 2020

  Assist the Gainesville's General manager in a variety of leadership tasks such as: the scheduling and hours of 20+ employees, the setting up and cleaning up of our weekly events, the negotiating and prospecting of new potential venues and delegating tasks to other employees to assure we create a safe and fun environment for students. Assist the Gainesville's General manager in a variety of leadership tasks such as: the scheduling and hours of 20+ employees, the setting up and cleaning up of our weekly events, the negotiating and prospecting of new potential venues and delegating tasks to other employees to assure we create a safe and fun environment for students.



RBC

• France
• Design Services
• 1 - 100 Employee

• Analyst

  • Jun 2019 - Aug 2019

  Worked alongside the largest team in RBC WM with an AUM of $1.5 Billion+ Learned investment strategies from the #33 ranked Financial Advisor in the state of New York (Barron’s list for 2019) Analyzed and evaluated the viability of mutual funds, municipal, corporate and treasury bonds in client portfolios, based on returns and volatility to provide buy/sell recommendations to the team Worked with the team in business development by acquiring new clients, introducing new prospecting avenues, and setting up team events Created mock portfolio reports for future clients in easily legible format to be presented at client meetings Developed a comfort for cold emailing and prospecting potential clients Prospected and created a list of over 1000 potential clients Show less



Baird

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • May 2018 - Aug 2018

  As a Private Wealth Management intern I was entrusted with many of the office's administrative needs from office and specific supply orders to monitoring our compliance and verifying the deposit of funds on a daily basis. I was also asked to spearhead a variety of projects for Baird's newest NextGen Talent manager that included: the formatting and editing for visuals that displayed the timeline of Baird's Foundations program, identifying the strengths and weakness of the program and where potential change could occur, surveying and sorting the results of ideas that other key-stakeholders have for the program, and much more. Also competed in both a stock-pitch and intern-case competition against all other interns. Show less