Experience

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  Magellan Research Group

  • United States
  • Information Services
  • 1 - 100 Employee

  • Senior Associate

    • Mar 2023 - Present

    •Industry agnostic. Research consultant serving a client base of lower and upper mid-market private equity and growth equity clients, as well as hedge fund clients.·Account lead on 5 PE accounts. Responsible for driving YoY growth. •Conducted root cause analysis, delivered primary research services to hedge fund and private equity executives, and managed projects on behalf of clients. Key accounts management responsibilities and business development responsibilities. •Identified and targeted potential private equity and hedge fund clients, presented our firm's services to key decision-makers, and successfully onboarded a new hedge fund client (biotechnology-focused), working directly with the Director of Research and Chief Investment Officer on many different research projects, generating significant revenue for our firm. •Responsible for overseeing and growing key accounts and delivering exceptional client service on a day-to-day basis.

  • Associate

    • Jun 2022 - Mar 2023

    Assisted different types of institutional investors in their research process. Provided primary research services to hedge fund and private equity analysts who carry out ground level research. Supported client’s due diligence efforts at the early stages of their investment cycle.

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  International Trade Administration

  • International Trade Specialist Intern

    • Nov 2021 - Jun 2022

    Worked as an International Trade Intern for the International Trade Administration, U.S. Department of Commerce. Utilized federal government databases and other market research tools to assist companies identify the best global market prospects. Promoted overseas trade shows and other trade activities, worked alongside exporters to solve inquiries related to trade requirements, regulations, documentation, country specific issues, commodity classification, etc. Attended meetings with businesses to assess exporting needs and participated in international trade events.

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  Republic State Mortgage, NMLS # 62411

  • Operations Intern

    • May 2021 - Aug 2021

    Gained knowledge of the mortgage industry by being part of a privately held full-service mortgage bank. Acquired a greater understanding of how financial institutions function. Participated in company wide meetings, skill development workshops, and one-on-one meetings with management. Worked alongside the Special Project Manager and the Vice President of Operations on ongoing new programs and initiatives. Conducted research on a number of different topics including financial product offerings, economic trends and their effects on the mortgage bank, different types of software systems, statistics and industry information, and workplace trends.

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  Manomet

  • Massachusetts, United States

  • Business Sustainability Intern

    • Sep 2020 - May 2021
    • Massachusetts, United States

    Gained knowledge of sustainability through practical applications and direct engagement with small businesses from different industries (Fintech, Technology, Energy), reached out and interviewed businesses (such as Solar Financing firms and Healthtech companies) about their social, environmental, and management practices. Created a Sustainability Action Plan for a Solar Financing company.

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  BEACON HILL INSTITUTE FOR PUBLIC POLICY RESEARCH

  • Boston, Massachusetts, United States

  • Research Assistant Intern

    • May 2020 - Jul 2020
    • Boston, Massachusetts, United States

    Research Assistant Intern, background research on policy issues for reports and publications (e.g., the Transportation Climate Initiative and the lawsuit filed against ExxonMobil by the Massachusetts Attorney General), wrote summaries of current economic conditions (e.g.,. reopening of the Massachusetts economy), assisted as needed on all aspects of policy research and analysis (e.g., the efficient allocation of financial resources related to the Massachusetts state budget).

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  Feher Consulting

  • Mexico City Area, Mexico

  • Business Consulting and Strategy Intern

    • Jun 2019 - Jul 2019
    • Mexico City Area, Mexico

    Business Consulting and Strategy Intern, assisted with the gathering of statistical information related to different clients and industries, participated in business meetings with executives, shadowed Feher Consulting´s CEO (Ferenz Feher).