Investment Analyst

• Apr 2023 - Present

ADP Associate

• Jul 2022 - Apr 2023

Research Assistant

• Jan 2021 - May 2022

- Identify and compile the education levels of prominent Angel Investors using Pitchbook. - Actively manage and update data in Microsoft Excel to store information pertaining to Angel Investors. - Provide accurate statistics on education background and media coverage of entrepreneurs to assist in various research projects. - Identify and compile the education levels of prominent Angel Investors using Pitchbook. - Actively manage and update data in Microsoft Excel to store information pertaining to Angel Investors. - Provide accurate statistics on education background and media coverage of entrepreneurs to assist in various research projects.

Co-Managing Director

• Jun 2020 - May 2022

- Actively manages a donor-created fund which focuses on private equity and angel investments in entrepreneurial ventures and start-ups. - Performs pre-screening duties and complex due diligence as a value-add for angel groups across New England. - Displays knowledge of angel and venture capital investment strategies in partnership with the Center for Venture Research at the University of New Hampshire.

Associate

• Aug 2019 - Jun 2020

Investment Analyst Intern

• Jun 2021 - Aug 2021

- Responsible for investment research, reporting, and analysis in conjunction with the investment strategies of the Company and its affiliated entities. - Assisting with writing investment memorandums, building financial models, conducting market research, and sourcing investment opportunities. - Responsible for investment research, reporting, and analysis in conjunction with the investment strategies of the Company and its affiliated entities. - Assisting with writing investment memorandums, building financial models, conducting market research, and sourcing investment opportunities.

Peer Advisor

• Jun 2020 - May 2021

- Responsible for a class of 20+ First-Year Business Students - Create weekly curriculum and assignments to enhance professional development and comfort at the University - Oversee an Undergraduate Research Project, complete with a research team, business model team, report team, visual content team, and presentation team - Responsible for a class of 20+ First-Year Business Students - Create weekly curriculum and assignments to enhance professional development and comfort at the University - Oversee an Undergraduate Research Project, complete with a research team, business model team, report team, visual content team, and presentation team

Vice President Finance

• Jun 2020 - May 2021

- Oversee financial records - Manage dues for 60+ active members - Build annual budgets in accordance with National standards - Responsible for managing cash flow of entire organization - Oversee financial records - Manage dues for 60+ active members - Build annual budgets in accordance with National standards - Responsible for managing cash flow of entire organization

Finance and Operations Intern

• Apr 2020 - Aug 2020

- Build financial models for current P&L in addition to future projections - Create specific policy and procedural documents on financial organization practices - Work across all fronts of business orientated aspects while managing the fast paced nature of start-up culture - Lead responsible for coordinating crowdfunding campaign of $50,000 - Build financial models for current P&L in addition to future projections - Create specific policy and procedural documents on financial organization practices - Work across all fronts of business orientated aspects while managing the fast paced nature of start-up culture - Lead responsible for coordinating crowdfunding campaign of $50,000

Business Intelligence Intern

• May 2019 - Apr 2020

- Actively analyzed big data sets in order to further comprehend Marketplace activity. - Utilized platforms such as Looker and Snowflake in order to build dashboards and further interpret trends. - Actively analyzed big data sets in order to further comprehend Marketplace activity. - Utilized platforms such as Looker and Snowflake in order to build dashboards and further interpret trends.