Business Development Associate

• Jul 2022 - Present

Financial Analyst

• May 2021 - Oct 2021

-Conducted valuations & analysis of personal financial assets and rationalized appropriate solutions based off valuations -Communicated with clients, case managers, and other department managers to properly assess the financial standing of the client and creatively executed strategies that best fit the individual needs of each client -Engaged with tax attorneys & tax preparers to build an in-depth understanding of the tax industry to take a more creative approach in prescribing solutions for clients Show less

Investment Analyst Intern

• Apr 2021 - May 2021

-Performed qualitative research of a potential FinTech acquisition opportunity-Organized and assimilated pertinent information from supporting documents into comprehensive stakeholder report-Conducted analysis of business processes, products, ecosystem, and resources and provided investment analysis for stakeholders.

Research & Business Development Intern

• Feb 2021 - May 2021

-Conducted research targeting key bottlenecks for firms seeking to adopt tokenized asset technology.-Produced conclusive report detailing various methods/opportunities for firms seeking tokenization services.-Collaborated with project managers & peers to build a fundamental understanding of blockchain technology and applying pragmatic research principles to provide solutions to firms attempting to navigate the growing blockchain environment.