Experience

EF Hutton

• United States
• Investment Banking
• 1 - 100 Employee

• Corporate Finance Analyst

  • May 2022 - Present

  New York, New York, United States

• Investment Banking Analyst

  • Sep 2021 - May 2022

  New York, New York, United States



dakota

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Jun 2019 - Aug 2019

  Greater Philadelphia Area • Accumulated data for a new online platform, ‘Stage’, where investment management firms post digital content for analysts undertaking due diligence • Created a repository of information in Excel for senior executives on mutual fund diversification, customization and management for selling optimization



ALEXSAR CAPITAL, LLC

• United States

• Private Equity Summer Analyst

  • May 2019 - Jun 2019

  Philadelphia, PA • Worked with CEO of a middle market private equity firm to conduct financial statement analysis • Reviewed and generated pitch decks in support of various LBO opportunities, promoted a commercial real estate fund to prospective LPs, and presented strategic marketing theses to mock investment committees



Harbor Investment Advisory, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • Jul 2018 - Aug 2018

  Baltimore, Maryland Area • Summarized analyst reports from Goldman Sachs to track portfolio and market performance • Gained exposure to stock market fundamentals across various sectors