Experience

RWA Wealth Partners

• United States
• Financial Services
• 1 - 100 Employee

• Manager, Corporate Development

  • Mar 2023 - Present

  Newton, Massachusetts, United States

• Corporate Development Associate

  • Sep 2021 - Mar 2023

  Newton, Massachusetts, United States Conducting financial modeling and analysis around M&A deal structures and participating in all aspects of the M&A process including sourcing, relationship management, due diligence, negotiations and pre-integration.

• Client Service Manager

  • Feb 2019 - Sep 2021

  Newton, MA



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Associate Financial Advisor

  • Jun 2017 - Nov 2018

  Woburn, MA -Analyze client’s current financial position based on various financial statements -Organize reports to include recommendations and retirement projections -Lead team of associates to ensure all client and advisor requests are completed on time -Perform annual reviews, ensure assets are properly allocated, and other various trading and account services

• Financial Representative

  • Jun 2016 - Jun 2017

  Woburn, MA -Managed my own Financial Planning Practice -Analyzed Client's needs to develop a comprehensive financial plan



Center for Retirement Research at Boston College

• Student Intern

  • May 2015 - Aug 2015

  Boston College -Assisted on a research project to track the effectiveness of different life insurance products during a person's retirement -Created a program using Matlab to track the wealth of a couple in their retirement years -Used Excel to analyze the data produced from the Matlab simulation



Kumon North America, Inc.

• United States
• Education Administration Programs
• 700 & Above Employee

• Tutor

  • Jan 2010 - Jun 2012

  Assisted children, aged 3 to 16, with reading, writing and mathematics skills. Concepts ranged from learning to read,add, subtract, to Pre-Calculus.