Senior Associate

• Apr 2022 - Present

Project Manager

• May 2021 - Apr 2022

Associate

• Jan 2021 - Apr 2021

Third Bridge was founded on the belief that human insights drive intelligent investment decisions.To make the right investment decisions, our clients require access to the most relevant experts and their insights - we enable this through private consultations and exclusive content drawn from expert interviews.Our clients consist of some of the largest private equity funds, hedge funds, mutual funds and management consulting firms, who are serviced by a team of over 900 employees located across eight global offices.

Summer Research Analyst

• May 2019 - Aug 2019

• Cold called potential new investors and pitched them why they should invest with us.• Supported investment professionals in building client relationships.• Assisted in the organization of company filing, collateral material, and administrative tasks.• Created excel data base analyzing companies in the consumer staples and energy sectors. • Cold called potential new investors and pitched them why they should invest with us.• Supported investment professionals in building client relationships.• Assisted in the organization of company filing, collateral material, and administrative tasks.• Created excel data base analyzing companies in the consumer staples and energy sectors.

Summer Analyst - Wealth Management

• May 2018 - Aug 2018

• Prepared daily stock market overview.• Created excel worksheets to analyze data and insights for various sectors including healthcare and industrials.• Calculated differences in volatility between any two scouted stocks using Thomson One System.• Prospected new business for the Portfolio Management Group. • Prepared daily stock market overview.• Created excel worksheets to analyze data and insights for various sectors including healthcare and industrials.• Calculated differences in volatility between any two scouted stocks using Thomson One System.• Prospected new business for the Portfolio Management Group.

Real Estate Intern

• Jun 2017 - Aug 2017

• Canvased prospecting database to find potential new business opportunities. • Created flexible databases for multiple marketing campaigns ensuring updated information.• Prepared excel sheets displaying multidimensional cash flow analysis on upcoming equity deals and opportunities. • Scouted potential locations and current locations to learn how the value of each is calculated.• Learned a multitude of tools needed to fully understand the real estate market and its intricacies. • Canvased prospecting database to find potential new business opportunities. • Created flexible databases for multiple marketing campaigns ensuring updated information.• Prepared excel sheets displaying multidimensional cash flow analysis on upcoming equity deals and opportunities. • Scouted potential locations and current locations to learn how the value of each is calculated.• Learned a multitude of tools needed to fully understand the real estate market and its intricacies.

Summer Research Analyst

• Jun 2016 - Aug 2016

• Conducted research and analytics on small cap public and private companies.• Summarized the board meetings of potential current clients and companies.• Worked with the Bloomberg Financial Terminal to obtain financial and social data on the companies being researched.• Presented the findings of my research daily to the team. • Conducted research and analytics on small cap public and private companies.• Summarized the board meetings of potential current clients and companies.• Worked with the Bloomberg Financial Terminal to obtain financial and social data on the companies being researched.• Presented the findings of my research daily to the team.