Experience

Janel Corporation

• United States
• Investment Management
• 1 - 100 Employee

• Business Development / Corporate Finance

  • Jan 2017 - Present



Flatiron Investors

• Greater New York City Area

• Venture Capital Analyst

  • Aug 2016 - Nov 2016

  • Worked closely with angel investing network focused on early stage and seed investments with target valuations between $1-$10 million • Sourced and performed due diligence on companies in the tech industry, specifically in B2B SaaS • Assisted in the creation of a Special Purpose Vehicle through AngelList • Worked closely with angel investing network focused on early stage and seed investments with target valuations between $1-$10 million • Sourced and performed due diligence on companies in the tech industry, specifically in B2B SaaS • Assisted in the creation of a Special Purpose Vehicle through AngelList



Oppenheimer & Co. Inc.

• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Feb 2016 - May 2016

  • Researched and evaluated various funds and active managers to gauge a better understanding of client risk and portfolio allocation • Received formal education on Bloomberg terminals by Bloomberg professionals • Established social media presence for the manager and generated several new leads to pursue • Researched and evaluated various funds and active managers to gauge a better understanding of client risk and portfolio allocation • Received formal education on Bloomberg terminals by Bloomberg professionals • Established social media presence for the manager and generated several new leads to pursue



Kingsdale Advisors

• Canada
• Financial Services
• 1 - 100 Employee

• Summer Consultant Intern

  • May 2015 - Aug 2015

  • Reduced research time on M&A transactions through data-gathering improvements • Managed over 2,500 clientele data using excel spreadsheets and SalesForce • Created business opportunities through cold calling Corporate Secretaries and General Counsel members ranging from micro to large cap companies such as Express Scripts • Reduced research time on M&A transactions through data-gathering improvements • Managed over 2,500 clientele data using excel spreadsheets and SalesForce • Created business opportunities through cold calling Corporate Secretaries and General Counsel members ranging from micro to large cap companies such as Express Scripts



Amberjack Solar

• Renewables & Environment
• 1 - 100 Employee

• Financial Analyst

  • Jan 2015 - May 2015

  • Created DCF models and PowerPoint presentations to demonstrate the rate of increased savings, tax benefits, and environmental benefits for each client by switching to solar • Focused on sourcing and valuing solar energy assets in the New Jersey market by creating Acquisition models to display the advantages of taking control of sustainable renewable energy certificates (SRECs) • Studied and assisted in the creation of Yield Cos to be traded to public entities such as hedge funds • Created DCF models and PowerPoint presentations to demonstrate the rate of increased savings, tax benefits, and environmental benefits for each client by switching to solar • Focused on sourcing and valuing solar energy assets in the New Jersey market by creating Acquisition models to display the advantages of taking control of sustainable renewable energy certificates (SRECs) • Studied and assisted in the creation of Yield Cos to be traded to public entities such as hedge funds