Experience

Evercore ISI, Research Division

• United States
• Investment Banking
• 1 - 100 Employee

• Analyst

  • Jul 2023 - Present

  New York, New York, United States



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • Jun 2022 - Aug 2022

  New York, New York, United States • Assisted a $3B AUM multi-jurisdictional Private Wealth team with researching and establishing tech-based infrastructure tools for communication and operations utilizing Salesforce, Microsoft Teams & SharePoint • Contributed towards client facing projects including investment manager due diligence for a $20M pitch, international Donor Advised Fund distributions, a $330k real estate transaction analysis and equity research • Met with division leaders at Morgan Stanley Global Headquarters… Show more • Assisted a $3B AUM multi-jurisdictional Private Wealth team with researching and establishing tech-based infrastructure tools for communication and operations utilizing Salesforce, Microsoft Teams & SharePoint • Contributed towards client facing projects including investment manager due diligence for a $20M pitch, international Donor Advised Fund distributions, a $330k real estate transaction analysis and equity research • Met with division leaders at Morgan Stanley Global Headquarters including Investment Banking, Wealth Strategies & Alternative Investments, gained a broad understanding of the firm’s products and markets served Show less



Vanderbilt Club Hockey Team

• Recruitment Chair

  • 2021 - 2022

  Nashville, Tennessee, United States - Responsible for responding to potential player inquiries through email about team information - In charge of meeting with prospective player when they visit campus - Conduct follow up messages with players after decision date about interest meeting and tryout dates



Camps Equinunk and Blue Ridge

• United States
• Education Administration Programs
• 1 - 100 Employee

• Camp Counselor

  • Jul 2021 - Aug 2021

  Equinunk, Pennsylvania, United States - Oversaw 40 campers ages 13-14 at sleepaway camp - Provided refereeing for competitions - Ensured safety and fun through daily activities while creating a bond with campers and co-counselors



Morgan Stanley

• United States
• Financial Services
• 700 & Above Employee

• Analyst

  • May 2021 - Jun 2021

  - Five-week intensive program with Morgan Stanley Managing Director - Spent 5-6 hours daily researching weekly topics including IPOs, debt and equity markets, ESG investing, client suitability, and trading listed equity options to present to managing director at the end of the week - Presented findings and deeper research on topics including SPACs, hot IPOs, and case studies



Scarsdale Car Wash

• Co-Founder

  • Jul 2020 - Aug 2020

  Scarsdale, New York, United States - Scheduled two clients a day with either one or two cars to wash, each car taking two hours to detail - Assembled best car detailing equipment, systemized car washing process, and ensured customer satisfaction - Advertised and communicated with clients through social media to allow for easy access to appointments



Cherry Lawn Farm Market

• United States
• Food and Beverage Services
• 1 - 100 Employee

• Cashier, Store Facilitator

  • May 2020 - Jul 2020

  New Rochelle, New York, United States - Worked 6-8 hours five days a week ensuring fast and friendly customer service during pandemic - Oversaw store organization and online orders while regulating social distancing and store capacity



GetUsPPE Foundation Xbox Tournament

• Founder

  • Apr 2020 - Apr 2020

  United States - Gathered team of members across the country to recruit participants for charity-based Xbox tournament - Publicized and communicated tournament through Instagram page and Facebook groups - Achieved goal of 64 participants and donated over $1,200 to foundation for personal protective equipment



Wheelchair Sports Federation Sled Rangers

• United States
• Civic and Social Organizations

• Coach

  • 2019 - 2020

  New York, United States - Coached and helped motivate paraplegic players ages 8-40 get on the ice an hour a week to enjoy hockey - Organized drills for practice and assisted players who needed to be pushed due to lack of strength