Experience

Acuity Partners

• United States
• Financial Services
• 1 - 100 Employee

• Financial Analyst

  • May 2021 - Present

  New York, New York, United States - Underwrote over $500mm in multifamily real estate in the past two quarters - Perform financial modeling and due diligence on private companies - Perform detailed research and due diligence on early and mid-stage venture opportunities (including primary financings and SAFE Notes) - Analyze multifamily properties’ operating memorandums, cash flows, T-12 statements, and market performance of portfolio properties - Directly assist clients with their specific due diligence mandates… Show more - Underwrote over $500mm in multifamily real estate in the past two quarters - Perform financial modeling and due diligence on private companies - Perform detailed research and due diligence on early and mid-stage venture opportunities (including primary financings and SAFE Notes) - Analyze multifamily properties’ operating memorandums, cash flows, T-12 statements, and market performance of portfolio properties - Directly assist clients with their specific due diligence mandates, DDQs, and other ad hoc requests - Established and solely manage Firm’s Investor Portal, enhancing client satisfaction and internal efficiency - Publish the Firm’s periodic Investor Reports updating investors on multifamily, pre-IPO, early/mid-stage VC holdings, and insights on each asset class - Publish ad hoc Market Reports providing perspective on the pre-IPO secondaries market, and other asset classes - Prepare all client presentations, marketing presentations, and investment memorandums

• Intern

  • Jan 2021 - May 2021

  - Perform detailed equity research on a wide variety of potential pre-IPO companies - Track financial performance and identify insights on private companies and trends in the consumer economy - Conduct detailed market research and analysis on target multifamily real estate markets and properties - Analyze company financial statements, industry, regulatory and economic information - Monitor and analyze key demographic and economic trends in target real estate and equity markets -… Show more - Perform detailed equity research on a wide variety of potential pre-IPO companies - Track financial performance and identify insights on private companies and trends in the consumer economy - Conduct detailed market research and analysis on target multifamily real estate markets and properties - Analyze company financial statements, industry, regulatory and economic information - Monitor and analyze key demographic and economic trends in target real estate and equity markets - Perform financial modeling and analysis/underwriting to determine viability of potential investments - Assist in preparing internal presentations and investment memorandums and pitchbooks - Generate investor interest in the firm’s private equity multifamily real estate and pre-IPO equity opportunities



Sigma Phi Epsilon (Official)

• United States
• Non-profit Organizations
• 300 - 400 Employee

• Vice President Of Programming

  • Sep 2018 - Aug 2019

  Syracuse, New York, United States - Chief operating officer responsible for planning chapter’s master calendar of social and philanthropic events - Managed risk of all events within the chapter - Member of campus Peer Review Board, which met with the University to resolve campus-wide issues in Greek Life - Successfully managed fraternity through its most turbulent period transitioning from probation to a dry fraternity



Wilton Riding Club Inc

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Tennis Professional / Junior Tennis Coordinator

  • Mar 2016 - Aug 2019

  Wilton, Connecticut, United States - Effectively managed a team of four other instructors and all Tennis Camp activities - Successfully organized and executed the daily tennis camp activities (over 100 individuals) - Scheduled and coordinated team matches with other country clubs, coached players - Proactively managed expectations of my team, manager, parents/members and their campers in a demanding/high pressure environment



LogiceSource, Inc.

• Intern

  • Jun 2015 - Jul 2016

  Norwalk, Connecticut LogicSoruce Inc. is a sourcing and procurement company with venture capital sponsorship. - Assisting the General Counsel in various activities including proofreading legal documents, letters, pleadings - General office responsibilities including filing and mailing documents.