Experience

Palm Tree Crew Investments

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

• Investment Associate

  • Aug 2022 - Present

  Palm Tree Crew Crypto: Early-stage venture fund investing in the crypto creator economy. ptccrypto.xyz



GFG Capital, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Investment Analyst

  • Apr 2021 - Aug 2022

  Miami, Florida, United States • Assistant portfolio manager for concentrated equity strategies. • Idea generation for equity strategies and providing deep-dive analysis on individual stocks. • Analyzing current and prospect asset allocations and making investment recommendations. • Generating asset allocation proposals for clients. • Technical and fundamental analysis of current and pending positions. • Writing investment memos on individual stocks and sectors.



J2 Capital Management

• United States
• Investment Management
• 1 - 100 Employee

• Research Analyst

  • Sep 2019 - Feb 2021

  Troy, Michigan • Supporting the lead portfolio manager in managing risk and stock selection. • Monitoring the firm’s positions and strategies. o Model rebalancing, block trading, and portfolio performance tracking. • Stock and investment idea generation. o Stock pitching and high conviction investment thesis reports • Technical and fundamental analysis of current and pending positions. o Technical trading setups & earnings and news coverage for positions. • Creating investment content for… Show more • Supporting the lead portfolio manager in managing risk and stock selection. • Monitoring the firm’s positions and strategies. o Model rebalancing, block trading, and portfolio performance tracking. • Stock and investment idea generation. o Stock pitching and high conviction investment thesis reports • Technical and fundamental analysis of current and pending positions. o Technical trading setups & earnings and news coverage for positions. • Creating investment content for advisors and clients. o Weekly updates, quarterly updates, individual stock analysis, and investment blogging. Show less



Ronin Capital

• United States
• Financial Services
• 1 - 100 Employee

• Trader

  • Oct 2017 - Sep 2019

  Greater Chicago Area • Softs commodity options trading • Volatility trading using theoretical pricing models • Analyzing option risk using greeks and option theory • Market making and negotiating bid ask spreads with brokers • Using technical analysis for option hedging using futures and future spreads • Daily risk reports, P&L reconciliation and EOD position reports using Excel/Word and other trading software • Management and tracking of trade history and accounts payable/receivables (invoices… Show more • Softs commodity options trading • Volatility trading using theoretical pricing models • Analyzing option risk using greeks and option theory • Market making and negotiating bid ask spreads with brokers • Using technical analysis for option hedging using futures and future spreads • Daily risk reports, P&L reconciliation and EOD position reports using Excel/Word and other trading software • Management and tracking of trade history and accounts payable/receivables (invoices, brokerage fees, rebates, and other expenses) • Work with middle office and clearing firm to resolve any trade discrepancies or account misallocations Show less



Waddell & Reed

• United States
• Financial Services
• 700 & Above Employee

• Financial Advisor Assistant

  • Jun 2015 - Aug 2015

  Bloomfield Hills, MI • Financial advisor internship – Personal Finance Specialists • Accounts management, tracking and reporting • Clientele consultation – retirement, investment savings & estate planning • Market & Business Financial Analysis - Proposal creating, presenting and execution • Marketing & sales : workshops, linkedin, email, cold calls