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Work Background
Financial Consultant
FreelanceFinancial Consultant
Jan. 2024-Provide financial consulting services to start-up Company's looking to raise funds, analyze profitability/unit economics, and/or deploy capital investment.
Surfer
Self-employedSurfer
Sep. 2023Bali, Indonesia
Associate
Silicon Valley BankAssociate
Sep. 2022 - Sep. 2023New York, New York, United StatesAssociate for the NYC Enterprise Software team.
Associate
Silicon Valley BankAssociate
Jun. 2021 - Sep. 2023New York, New York, United States
Equity Research Analyst
University of MiamiEquity Research Analyst
Aug. 2020 - Jun. 2021Miami, Florida, United States
Summer Analyst
J.P. Morgan Asset and Wealth ManagementSummer Analyst
Apr. 2020 - Aug. 2020Summit, New Jersey, United States• Created performance reports for lead bankers to distribute to clients, helping them visualize and explain current market conditions and portfolio allocations • Analyzed complex lines of credit and investment performance for clients demonstrating how utilizing reduced LIBOR rates can be advantageous • Researched market events and macro trends providing original opinions to the investment desk
GWM Advisory Intern
Merrill LynchGWM Advisory Intern
Jun. 2019 - Aug. 2019Summit NJ• Assisted 3 Financial advisors by completing asset allocation models focusing on reducing risk and increasing expected return • Informed over 400 clients on market activity and performance through monthly market research reports monthly via Salesforce • Rigorously completed various compliance related projects for over 1,200 individual accounts
Sales Associate
Men's WearhouseSales Associate
Jun. 2018 - Aug. 2018Livingston, New Jersey, United States• Coordinated tuxedo rentals for over 20 wedding parties, maintaining contact with bride and groom to alert them about various issues • Analyzed customer tendencies and created innovated ways to increase sales by adding shoes and other accessories to orders • Solved various logistical and “wrong order” issues by thinking quickly and planning ahead
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