Experience

Clearsight Advisors

• United States
• Investment Banking
• 1 - 100 Employee

• Analyst

  • Jun 2020 - Present

• Investment Banking Summer Analyst

  • Jun 2020 - Aug 2020

  • Developed extensive financial models for pitches as well as sell-side and buy-side M&A engagements including LBO analyses, DCF analyses, precedent transaction comparables, and public market comparables• Gained real exposure and experience on multiple live transactions for a deep understanding of the sell-side M&A process• Communicated directly with upper management and owners of 3 different 100MM+ companies to create CIMs and other marketing materials for the purpose of sending to strategic and financial buyers• Analyzed key market trends and performed extensive research in the professional services, software, and digital transformation industries• Developed and presented a 90+ minute pitch of an existing professional services firm to Clearsight’s senior bankers Show less



Berkadia

• United States
• Financial Services
• 700 & Above Employee

• Transformation Consultant

  • Nov 2018 - May 2019

  • Reconstructed financial models and cost structures for recent acquisition • Founded a startup incubator and worked closely with top management to secure funding and backing • Analyzed current market capture and penetration to aid in strategic decision making • Reconstructed financial models and cost structures for recent acquisition • Founded a startup incubator and worked closely with top management to secure funding and backing • Analyzed current market capture and penetration to aid in strategic decision making



PracticeMax

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Executive Operations Intern

  • May 2018 - Sep 2018

  • Spearheaded 3-month corporate SOS (Standardize, Optimize & Simplify) initiative for the 600+ employees on the PracticeMax Global Cebu Team • Worked closely with Senior Vice President of Operations and the Director of Research to outsource all Data Entry services to the Global Cebu Philippines Team by years’ end (2018), saving an estimated 6MM+ annually • Performed comprehensive data analysis to review and optimize Cebu employee productivity • Spearheaded 3-month corporate SOS (Standardize, Optimize & Simplify) initiative for the 600+ employees on the PracticeMax Global Cebu Team • Worked closely with Senior Vice President of Operations and the Director of Research to outsource all Data Entry services to the Global Cebu Philippines Team by years’ end (2018), saving an estimated 6MM+ annually • Performed comprehensive data analysis to review and optimize Cebu employee productivity



Starlight Mountain Theatre

• United States
• Entertainment Providers
• 1 - 100 Employee

• Professional

  • May 2017 - Sep 2017

  Performed 4 different musicals 6 nights a week with the occasional Saturday matinee. Stared in role of Crutchie in Newsies, Eddie in Mamma Mia, and Gad in Joseph in the Technicolor Dreamcoat. Other theatre leading roles include Link in Hairspray, Wolf/Prince in Into the Woods, Daniel in Seven Brides for Seven Brothers, Brandy Bottle Bates in Guys and Dolls, and many others Performed 4 different musicals 6 nights a week with the occasional Saturday matinee. Stared in role of Crutchie in Newsies, Eddie in Mamma Mia, and Gad in Joseph in the Technicolor Dreamcoat. Other theatre leading roles include Link in Hairspray, Wolf/Prince in Into the Woods, Daniel in Seven Brides for Seven Brothers, Brandy Bottle Bates in Guys and Dolls, and many others