Investment Banking Analyst

• Sep 2021 - Present

Middle Market M&A Middle Market M&A

DTC Settlement Analyst

• May 2020 - Sep 2021

Tennis Professional

• Jun 2019 - May 2020

Data Analytics Consultant

• Jun 2018 - Aug 2018

•Analyzed AAA membership paid as part of their Sprint cellular plan using SAS Enterprise Miner by creating decision trees using neural networks and logistical regressions to determine which key customer indicators make them more likely to participle in the program.•Utilized AAA internal customer data to build specific customer profiles for future target marketing to increase awareness of the Sprint and AAA program.•Presented data analysis results and marketing recommendations to the data analytics department and marketing management team and CMO, which was then implemented into their business.

Consultant

• May 2018 - Aug 2018

•Created a product launch strategy for new and existing product lines for both B2B and B2C sales channels.•Provided recommendations to build awareness using specific paid media channels based target markets that increased customer leads by 27%.•Introduced a three-phase approach for launching new product lines, increasing brand awareness, generating more qualified leads and improving customer retention post launch which generated a 15% revenue growth in 2019. •Created a product launch strategy for new and existing product lines for both B2B and B2C sales channels.•Provided recommendations to build awareness using specific paid media channels based target markets that increased customer leads by 27%.•Introduced a three-phase approach for launching new product lines, increasing brand awareness, generating more qualified leads and improving customer retention post launch which generated a 15% revenue growth in 2019.

Team Captain Men's Division I Tennis

• Sep 2013 - May 2018

•Devoted and managed 20 hours a week of team practices, weight training, and psychology training.•Developed leadership on and off the field, demonstrated strong teamwork skills, honed competitive spirit, and learned time management skills to perform athletically.•Lead tennis team to one of the highest team GPAs in our conference and awarded all-conference academic and athletic honor for 5 consecutive years •Achieved five straight NEC Conference Championships and NCAA Division I Tennis National Championship appearances.

Member of Executive Committee & Portfolio Manager

• Dec 2016 - May 2017

•Oversaw portfolio compliance, accounting, and analytics for a $2.4 million endowment investment fund.•Developed spreadsheets to monitor sector allocation and portfolio risk levels to ensure compliance with our IPS.•Lead portfolio management team to produce a 14% annual return for 2017 tracking the S&P 500 and generating an alpha of 5%.•Updated and created Excel spreadsheets with new holdings and recorded new buy and sell transactions for each sector. •Presented investment outlook, performance and potential investments to portfolio managers, alumni, board trustees which generated 8% higher returns than previous years.

Investment Analyst

• Sep 2016 - Dec 2016

Created valuation models for equities on our portfolio manager watchlist's. Researched equities doing top-down analysis starting with the current economic conditions, industry drivers, and running stock screens through Factset.

Financial Analyst

• May 2017 - Aug 2017

•Prepared financial materials and new investment proposals for specific asset classes.Analyzed client account performance and risk levels using Excel and Morningstar research. •Conducted stock screens based on specific industry averages and ran valuation models to determine price targets.•Created new financial models to better analyze asset allocations of accounts, life insurance policies, and pension benefits. •Researched and presented new potential investment options for clients that generated a 10% increase in annual return.

Co-Founder

• Sep 2014 - May 2017

• Designed and built an online tennis equipment store through Shopify (tennisdrive.com). • Developed strategic alliances with the globally recognized brands such as Babolat, Prince, Head, and Wilson. • Managed order fulfillment through drop shipping from wholesale distributors and manufacturers• Tracked and updated our inventory through excel and Shopify inventory management system on a weekly basis.• Analyzed gross margins and cost of goods sold based on wholesale distributors and manufacturers.• Created sales promotions and advertisement material for our website.

Co-Founder, Business Development

• Nov 2014 - Nov 2015

A Fin-Tech Start-up. That provided simplified investment advice and education to help clients achieve their specific financial goals. Orenda simplified the investment process by enabling individuals with access to complex financial instruments on a daily basis. At Orenda Financial we believe the best investment opportunities should be available to everyone who seeks a financially stable future. A Fin-Tech Start-up. That provided simplified investment advice and education to help clients achieve their specific financial goals. Orenda simplified the investment process by enabling individuals with access to complex financial instruments on a daily basis. At Orenda Financial we believe the best investment opportunities should be available to everyone who seeks a financially stable future.