Experience

Tufts Financial Group

• United States
• Higher Education
• 1 - 100 Employee

• Analyst In-Training

  • Oct 2021 - Present

  Medford, Massachusetts, United States • Collaborate with student-led teams to evaluate potential investments in public equities across technology, healthcare, consumer staples, industrials, and materials sectors • Participate in weekly meetings discussing personal outlook on current market trends • Connected with managing directors and alumni in the finance industry



Disruptive

• France
• Media Production

• Summer Analyst

  • Jun 2023 - Aug 2023

  Austin, Texas, United States • Built three-statement operating models for multiple pre-IPO tech-focused companies to assess valuations and prepare investment recommendations for the Disruptive team • Performed public comparable company analysis on various defense firms benchmarking EV/Revenue multiples to support acquisition valuations for portfolio companies • Analyzed financials and growth trajectories of Disruptive portfolio companies and created models that projected future valuations based on a range of exit… Show more • Built three-statement operating models for multiple pre-IPO tech-focused companies to assess valuations and prepare investment recommendations for the Disruptive team • Performed public comparable company analysis on various defense firms benchmarking EV/Revenue multiples to support acquisition valuations for portfolio companies • Analyzed financials and growth trajectories of Disruptive portfolio companies and created models that projected future valuations based on a range of exit multiples • Conducted due diligence on five multi-stage AI startups assessing total addressable market (TAM), competitive landscape, and management teams and highlighted three investment opportunities through comparable public company analysis Show less



Cheetah Capital

• United States
• Financial Services
• 1 - 100 Employee

• Funding Advisor/Business Development Intern

  • Feb 2023 - Mar 2023

  Boston, Massachusetts, United States • Reviewed 50+ client applications and documents including three years of tax returns, six months of bank statements, and financial projections to assess creditworthiness and risk levels • Originated small business administration (SBA) loans by connecting with clients to gather information, manage due diligence, and coordinate closings • Recommended merchant cash advances (MCA) to provide working capital, increase inventory, fund renovations and other growth needs for small business… Show more • Reviewed 50+ client applications and documents including three years of tax returns, six months of bank statements, and financial projections to assess creditworthiness and risk levels • Originated small business administration (SBA) loans by connecting with clients to gather information, manage due diligence, and coordinate closings • Recommended merchant cash advances (MCA) to provide working capital, increase inventory, fund renovations and other growth needs for small business clients Show less



U.S. House of Representatives

• United States
• Legislative Offices
• 700 & Above Employee

• Congressional Intern

  • May 2022 - Aug 2022

  New Port Richey, Florida, United States • Conducted legislative research on the Congressman’s sponsored bills, committee hearings, and floor votes on key issues of defense, healthcare, and economic policy • Drafted monthly memos explaining key events such as COVID-19, VA maternity care, and Tampa Bay waterway cleanup • Worked a dual-role on the re-election campaign and informed constituents of the Congressman’s Veterans Mental Health Care Act and other legislation to expand telehealth services



Clearwater Ice Arena

• United States
• Spectator Sports
• 1 - 100 Employee

• Front Desk Manager/Pro Shop Employee/Skate Guard

  • Aug 2018 - Aug 2021

  Clearwater, Florida, United States • Worked during high school; Managed daily operations as front desk lead and oversaw staff, handled scheduling, opening/closing procedures, and resolved customer issues • Submitted and managed purchase orders through the wholesale vendor portal, negotiated pricing and discounts on bulk orders for hockey equipment, apparel, and skate sharpening supplies



Ed Walsh Hockey School

• United States
• Construction

• Assistant Coach

  • Jul 2018 - Aug 2018

  Salem, New Hampshire, United States