Experience

VRC (Valuation Research Corporation)

• United States
• Financial Services
• 200 - 300 Employee

• Portfolio Valuation Analyst

  • Jun 2023 - Present

  Boston, Massachusetts, United States • Conduct valuations across a wide array of illiquid securities and businesses in multiple industries. • Perform detailed client, industry, and market research. • Build, modify, and utilize financial models for discounted cash flow, guideline market multiple, market transaction, fixed income, and option valuations.



American University Real Estate Investment Trust

• United States
• Financial Services
• 1 - 100 Employee

• Executive Committee Member

  • Jan 2023 - May 2023

  Washington DC-Baltimore Area Industrials/Infrastructure REIT Portfolio Manager and part of the Executive Committee that managed the fund.

• Head Of Market Research

  • May 2022 - Jan 2023

  Washington, District of Columbia, United States Director of Research • Director of Research for student-managed REIT fund ($270,000) at American University. • Completed FFO Models in order to accurately value REITs. • Performed pitches on select companies to generate alpha for the portfolio.

• Portfolio Manager

  • Jan 2022 - May 2022

  Washington, District of Columbia, United States Specialty REIT Portfolio Manager. Managed a team of 5 analysts that produced reports and models weekly to be presented to the fund.

• Commercial/Residential Mortgage Analyst

  • Aug 2021 - Dec 2021

  Washington, District of Columbia, United States MREIT analyst who produced weekly market updates as well as developed reports/models to be presented to the fund.



American University Student Managed Investment Fund

• United States
• Financial Services
• 1 - 100 Employee

• Executive Committee Member

  • Jan 2023 - May 2023

  Washington DC-Baltimore Area Materials/Commodities Portfolio Manager. Developed weekly reports about current market conditions as well as helped analysts create their models/reports to be presented to the fund. Also helped manage the overall operations of the fund as a member of the Executive Committee.

• Portfolio Manager

  • May 2022 - Jan 2023

  Washington, District of Columbia, United States Energy/Commodities Portfolio Manager • Portfolio Manager for student-managed investment fund ($1,100,000) at American University. • Conducted reports and DCF models on select companies. • Tasked with outperforming the S&P benchmark.

• Automotive Analyst

  • Jan 2022 - May 2022

  Washington, District of Columbia, United States Produced weekly reports on the automotive space as well as pitched models/reports on select names to be included in the fund.



Ally

• United States
• Financial Services
• 700 & Above Employee

• Portfolio Manager

  • May 2022 - Aug 2022

  Bethesda, Maryland, United States • Conducted in-depth credit analysis on obligors within loan pool. • Served in the management of $8BN leveraged loan portfolio. • Worked with asset managers to tailor credit facilities based on set concentration limits.



American University Club Hockey

• Treasurer

  • Feb 2020 - Feb 2022

  District of Columbia, United States



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Wealth Management Intern

  • Jul 2021 - Aug 2021

  Buffalo, New York, United States



U.S. Chamber of Commerce

• Government Relations Services
• 400 - 500 Employee

• Student Associate for Suzanne Clark

  • Dec 2020 - Mar 2021



Soldier Saint Steward

• United States
• Venture Capital and Private Equity Principals
• 1 - 100 Employee

• Acquisition Analyst

  • May 2020 - Jul 2020



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Finance Intern

  • Jul 2018 - Aug 2018

  Amherst, New York While I was working as an intern at Northwestern Mutual, I developed knowledge for the world of finance. From weekly lessons about the specifics of being a financial manager to sitting in on client meetings, I was able to gain a strong grasp of insurance and finance. Key Achievements: - Converted over 50 client files from paper to an online database - Finished daily office tasks to full completion - Engaged in client meetings to gain experience in the financial field