Experience

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

  • Oct 2021 - Present


Jefferies

• United States
• Investment Banking
• 700 & Above Employee

• Associate

  • Jul 2021 - Sep 2021

• Investment Banking Analyst

  • Mar 2019 - Jul 2021


McKinsey & Company
• Business Consulting and Services
• 700 & Above Employee
• Trade Operations Analyst

  • Jun 2016 - Mar 2019


UBS

• Switzerland
• Financial Services
• 700 & Above Employee

• Equity Research Analyst Intern

  • May 2016 - Jun 2016

  US Equity Research - US Specialty Finance US Equity Research - US Specialty Finance


YourSports
• United States
• Technology, Information and Internet
• 1 - 100 Employee
• Intern

  • Oct 2015 - Dec 2015


Institutional Cash Distributors

• United Kingdom
• Financial Services

• Intern

  • Jan 2014 - Apr 2014

  • Assisted the ICD Global Trade Desk in general client services • Audited client files and created Excel spreadsheets to identify any outstanding documentation requirements • Assisted in completing new client due diligence via researching public filings, private company information on Bloomberg, and running compliance checks through FINRA’s OFAC tool for entity and employee verification purposes • Attended meetings and listened in on conference calls with prospective, new and legacy clients • Learned how ICD provides clients with opportunities to optimize their investment portfolio through money market funds and ICD’s trading platform