Private Equity Associate

• Jul 2022 - Present

Investment Banking Analyst

• Jun 2021 - Jul 2022

Business Analyst

• Jul 2020 - Jun 2021

• Work on due diligence projects representing a diversified range of industries including Alternative Energy, Packaging & Labeling, and Engineering Technologies • Execute proposals/case studies of various industries/businesses, which enhances the firm’s knowledge base and future project acquisition • Assist in business development: lead recruitment for 3 universities, write case studies on past projects for marketing, and manage the firm’s knowledge base • Work on due diligence projects representing a diversified range of industries including Alternative Energy, Packaging & Labeling, and Engineering Technologies • Execute proposals/case studies of various industries/businesses, which enhances the firm’s knowledge base and future project acquisition • Assist in business development: lead recruitment for 3 universities, write case studies on past projects for marketing, and manage the firm’s knowledge base

Acquisition Finance Intern

• Jun 2019 - Aug 2019

• Assisted in underwriting middle market, sponsored-backed leveraged bank transactions, including LBOs, mergers and acquisitions, recapitalizations and refinancing. • Provided in-depth credit analyses including enterprise valuation, comparable company analysis, historical and projected financial analysis, industry and competitive analysis and risk analysis to determine credit worthiness of borrowers. • Created dynamic financial models (management, base and downside cases) to determine borrower debt capacity, cash flows and repayment. • Prepared and organize credit approval packages that included recommendations to credit committee, and compiled KYC materials to fulfill ING’s on-boarding requirements. • Supported senior team members with portfolio responsibilities including, risk grade assessments and financial performance monitoring. • Responsible for preparing quarterly portfolio review packages for senior management and risk officers, including portfolio metrics/trends and individual account information. • Prepared and presented case studies to senior deal team members. • Notable Transactions: o $1.9 billion facility ~ BJ’s Wholesale Club refinance as a result of its recent IPO. o $200 million facility ~ Refinance of a leading sweetener company due to carve-out sale of existing business. o $240 million facility ~ Sponsor LBO of a leading wood chipping company. Show less

National Team Member

• 2013 - 2019

• USA National Team Member / Harvard Varsity Fencing Member • 2014 North American Open Circuit Gold Medalist: Cadet • 2017 Maccabiah Games Gold Medalist: Senior • 2017 North American Open Circuit Finalist: Senior • 2018 & 2020 Ivy League Champion • Medaled at World Cups (as Team Captain in 2016) and North American Circuits • USA National Team Member / Harvard Varsity Fencing Member • 2014 North American Open Circuit Gold Medalist: Cadet • 2017 Maccabiah Games Gold Medalist: Senior • 2017 North American Open Circuit Finalist: Senior • 2018 & 2020 Ivy League Champion • Medaled at World Cups (as Team Captain in 2016) and North American Circuits

Finance Intern

• Jun 2018 - Aug 2018

• Supported Director of Finance by providing month-end accounting, financial forecasting, and management reporting and presentations. • Developed sensitized forecast models/budgets, reconciled invoices and purchase orders, prepared accruals, analyzed expenses, monitored production, and recommended efficiency and cost saving initiatives. • Supported Director of Finance by providing month-end accounting, financial forecasting, and management reporting and presentations. • Developed sensitized forecast models/budgets, reconciled invoices and purchase orders, prepared accruals, analyzed expenses, monitored production, and recommended efficiency and cost saving initiatives.

Sabre Coach

• 2012 - 2018

• Develop marketing plans including website development, recruitment, enrollment, and social media promotion. • Lead business development initiatives including, planning club growth, organizing training camps, and maintaining client relationships. • Coached more than 75 students (3 students with top ten finishes at United States National Championships), provided private lessons, developed programs (strength & conditioning, technical skills, tactical video analysis). • Develop marketing plans including website development, recruitment, enrollment, and social media promotion. • Lead business development initiatives including, planning club growth, organizing training camps, and maintaining client relationships. • Coached more than 75 students (3 students with top ten finishes at United States National Championships), provided private lessons, developed programs (strength & conditioning, technical skills, tactical video analysis).