Business Development Associate

• Nov 2021 - Present

Venture Associate

• Mar 2021 - Sep 2021

● Consulting early stage Saas companies for go-to-market strategy implementation ● Assessing and Managing startups from the accelerator program for preparing them to fundraise ● Assisting in drafting Investment Memos for the portfolio companies in the cohort ● Consulting early stage Saas companies for go-to-market strategy implementation ● Assessing and Managing startups from the accelerator program for preparing them to fundraise ● Assisting in drafting Investment Memos for the portfolio companies in the cohort

Research Analyst

• Nov 2020 - Mar 2021

● Conduct market research for the economic outlook, draft investment memos, and reports in a team of 2, for client presentation ● Generate baseline forecast for the market ensuring information relating to future trends are captured and integrated ● Prepare presentations for pitching investment ideas to a family office, funds of funds, thus assisting in raising funds for the firm ● Integrate risk management strategy to correlate with investment strategies, achieving 30% margin of safety… Show more ● Conduct market research for the economic outlook, draft investment memos, and reports in a team of 2, for client presentation ● Generate baseline forecast for the market ensuring information relating to future trends are captured and integrated ● Prepare presentations for pitching investment ideas to a family office, funds of funds, thus assisting in raising funds for the firm ● Integrate risk management strategy to correlate with investment strategies, achieving 30% margin of safety on investment portfolio Show less ● Conduct market research for the economic outlook, draft investment memos, and reports in a team of 2, for client presentation ● Generate baseline forecast for the market ensuring information relating to future trends are captured and integrated ● Prepare presentations for pitching investment ideas to a family office, funds of funds, thus assisting in raising funds for the firm ● Integrate risk management strategy to correlate with investment strategies, achieving 30% margin of safety… Show more ● Conduct market research for the economic outlook, draft investment memos, and reports in a team of 2, for client presentation ● Generate baseline forecast for the market ensuring information relating to future trends are captured and integrated ● Prepare presentations for pitching investment ideas to a family office, funds of funds, thus assisting in raising funds for the firm ● Integrate risk management strategy to correlate with investment strategies, achieving 30% margin of safety on investment portfolio Show less

Student Ambassador - Fordham University

• Aug 2020 - Dec 2020

Graduate Research Assistant

• Sep 2019 - Dec 2020

● Conduct valuations using comparable company and precedent transaction analysis for retail business’ assets by appraising their current condition and useful life period ● Prepare financial reports for case study companies by collecting, analyzing, and structuring data ● Built an integrated cash flow model, including debt and interest schedules, revolver modeling, and sensitivity analysis ● Conduct valuations using comparable company and precedent transaction analysis for retail business’ assets by appraising their current condition and useful life period ● Prepare financial reports for case study companies by collecting, analyzing, and structuring data ● Built an integrated cash flow model, including debt and interest schedules, revolver modeling, and sensitivity analysis

1st Place in Emerging Case Competition

• Oct 2019 - Dec 2019

● Competed against 260+ participants and presented expansion plans for the business to judges from Google, EY and PwC ● Conducted data-driven and trend analysis research to present a quantitative result for the recommendation on real-world issues faced by Glimpse Group, an AR technology firm in New York ● Performed textual analysis methods using python to generate data and provide financial solutions which included a capital allocation for location expansion and re-investments in… Show more ● Competed against 260+ participants and presented expansion plans for the business to judges from Google, EY and PwC ● Conducted data-driven and trend analysis research to present a quantitative result for the recommendation on real-world issues faced by Glimpse Group, an AR technology firm in New York ● Performed textual analysis methods using python to generate data and provide financial solutions which included a capital allocation for location expansion and re-investments in existing portfolio companies Show less ● Competed against 260+ participants and presented expansion plans for the business to judges from Google, EY and PwC ● Conducted data-driven and trend analysis research to present a quantitative result for the recommendation on real-world issues faced by Glimpse Group, an AR technology firm in New York ● Performed textual analysis methods using python to generate data and provide financial solutions which included a capital allocation for location expansion and re-investments in… Show more ● Competed against 260+ participants and presented expansion plans for the business to judges from Google, EY and PwC ● Conducted data-driven and trend analysis research to present a quantitative result for the recommendation on real-world issues faced by Glimpse Group, an AR technology firm in New York ● Performed textual analysis methods using python to generate data and provide financial solutions which included a capital allocation for location expansion and re-investments in existing portfolio companies Show less