Experience

BTIG

• United States
• Financial Services
• 500 - 600 Employee

• Equity Research Associate

  • Jan 2023 - Present

  Healthcare IT and Digital Health Healthcare IT and Digital Health



BTIG

• United States
• Financial Services
• 500 - 600 Employee

• Equity Research Summer Analyst

  • Jun 2022 - Jul 2022

  - Modeled and wrote initiations on previously uncovered stocks in the life sciences and diagnostic tools sector. - Created reports and updated models based on earnings calls and relevant financial news. - Modeled and wrote initiations on previously uncovered stocks in the life sciences and diagnostic tools sector. - Created reports and updated models based on earnings calls and relevant financial news.



Manning & Napier

• United States
• Financial Services
• 200 - 300 Employee

• Equity Research Intern

  • May 2021 - Jul 2021

  - Researched and valued stocks and industries, specifically those in the technology and life sciences sectors. - Created investment reports containing detailed models and theses that were presented to senior management. - Researched and valued stocks and industries, specifically those in the technology and life sciences sectors. - Created investment reports containing detailed models and theses that were presented to senior management.



The Rohatyn Group

• United States
• Investment Management
• 100 - 200 Employee

• Product Management and Business Development Intern

  • Oct 2020 - Jan 2021

  - Wrote programs to automate data analysis and organization of investor information through Preqin and Loopio. - Created reports on ESG rating systems to analyze current and potential funds. - Wrote programs to automate data analysis and organization of investor information through Preqin and Loopio. - Created reports on ESG rating systems to analyze current and potential funds.



Mividi, Inc

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Marketing and Research Intern

  • Jul 2020 - Aug 2020

  - Researched and reported on competitors in the field of TV broadcast and Internet video streaming. - Enhanced Mividi's marketing and presence on various social media platforms. - Researched and reported on competitors in the field of TV broadcast and Internet video streaming. - Enhanced Mividi's marketing and presence on various social media platforms.



Grange Insurance

• United States
• Insurance
• 700 & Above Employee

• Enterprise Risk Management Intern

  • Jun 2019 - Aug 2019

  - Developed the first year of analyzing SOC reports to determine possible risks to the company and its controls. - Helped prepare Excel graphs and PowerPoints to be used in annual financial and internal audit demonstrations. - Developed the first year of analyzing SOC reports to determine possible risks to the company and its controls. - Helped prepare Excel graphs and PowerPoints to be used in annual financial and internal audit demonstrations.