Director

• May 2017 - Present

• Manage a fundamental equity strategy at Ingalls & Snyder. • Founded in 1924, Ingalls & Snyder is a registered investment advisor and broker-dealer based in New York City. We provide investment management and related services to institutional investors and private clients. • Manage a fundamental equity strategy at Ingalls & Snyder. • Founded in 1924, Ingalls & Snyder is a registered investment advisor and broker-dealer based in New York City. We provide investment management and related services to institutional investors and private clients.

Equity Research Associate

• Sep 2015 - Dec 2016

• Worked as a generalist on Axiom’s US Small Cap Equity Strategy and directly assisted the lead portfolio manager on all aspects of investment management, including pitching stock ideas, monitoring portfolio performance and news flow, managing position sizing, and performing fundamental and macroeconomic analysis• Conducted company research by examining company filings, meeting with executive management teams, customers, suppliers, and industry experts, and modeling financial statement projections • Created investment thesis documents for all portfolio holdings, which included analysis of key business drivers, competitive forces, industry structure, and return potential • Assessed corporate valuations by examining balance sheets, comparable companies, and acquisition multiples and by performing discounted cash flow analysis • Developed reports with trading recommendations on portfolio companies’ earnings and events• Responded to client requests and wrote quarterly client attribution letter Show less

Trading Associate

• Sep 2014 - Sep 2015

• Assisted trading desk with foreign exchange transactions, cash management, and trade settlement in time-critical international markets • Reconciled separate accounts’ stock positions, corporate actions, net asset value and cash balances• Automated manual trade reconciliation processes to improve the firm’s efficiency and accuracy

Linebacker

• Jan 2014 - Jun 2014

• Played Linebacker and coached for a professional American football team in France • Hosted events with the United States Embassy to promote American culture and sportsmanship • Played Linebacker and coached for a professional American football team in France • Hosted events with the United States Embassy to promote American culture and sportsmanship

Fall Analyst

• Sep 2013 - Dec 2013

• Interned at a leadership and operational consulting firm founded by General (Ret.) Stanley McChrystal • Analyzed client data and provided recommendations to management to improve operational efficiency, align leadership, prioritize goals, and enhance decision making • Interned at a leadership and operational consulting firm founded by General (Ret.) Stanley McChrystal • Analyzed client data and provided recommendations to management to improve operational efficiency, align leadership, prioritize goals, and enhance decision making

Summer Analyst

• May 2012 - Aug 2012

• Contributed to the management of Yale University’s endowment by assisting in the screening, selection, and monitoring of investment managers • Conducted background research, participated in manager meetings, and performed portfolio analysis • Worked on a historical analysis of private equity investments over the past 20 years • Contributed to the management of Yale University’s endowment by assisting in the screening, selection, and monitoring of investment managers • Conducted background research, participated in manager meetings, and performed portfolio analysis • Worked on a historical analysis of private equity investments over the past 20 years

Finance Intern

• May 2011 - Aug 2011