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Work Background
Potens Advisory, LLCFounder
Jun. 2025Potens Advisory empowers Boston area startups and small businesses with the financial expertise they need to grow with confidence. Many emerging companies have the vision and dedication to succeed—but lack access to institutional grade financial guidance. We bridge that gap.
Our work centers on delivering tailored, data driven financial strategies that transform potential into performance. Through personalized support, rigorous analysis, and a deep understanding of the challenges faced by early stage and small enterprises, we help businesses not only survive—but thrive.
We specialize in strategic financial planning, budgeting and forecasting, cash flow optimization, business intelligence, grant management, and business plan development. Whether you’re preparing for fundraising, navigating growth, or strengthening your financial operations, Potens Advisory serves as a trusted partner committed to your long term success.
EF Education FirstFinancial Planning and Analysis Manager
Feb. 2024 - Oct. 2025
EF Education FirstSenior Financial Reporting Analyst
Aug. 2022 - Sep. 2024Cambridge, Massachusetts, United States
EF Education FirstGlobal Finance Program Associate
Aug. 2020 - Aug. 2022Cambridge, Massachusetts, United States
Lamacchia Realty, Inc.Business Administration Intern
Jan. 2020 - Aug. 2020Waltham, Massachusetts, United States
M3 Wealth Advisors, LLCMarketing Content Development Intern
Sep. 2019 - May. 2020I create marketing content for blog posts and newsletters for M3 Wealth Advisors clients, relating to topics ranging from macroeconomics and politics to tax law and financial markets.
Liberty Mutual InsuranceAnalyst Development Program Intern
May. 2019 - Aug. 2019Boston, Massachusetts, United StatesDuring my time in the ADP at Liberty Mutual Insurance I spearheaded an effort to create a data-driven analysis relative to the Florida Auto Insurance Market. I then presented my recommendations relative to current business challenges to senior management, in alignment with stakeholders’ top priorities and objectives. I followed closely on project delivery, collaborating with analysts and managers and assuring regular and timely updates for all team members.
Phoenix GroupProject Intern
May. 2018 - Jul. 2018Mannheim Area, GermanyDuring my internship, I participated in the financial reporting process of PHOENIX Group’s Serbian subsidiary and prepared an analysis of its financial performance. Furthermore, I supported the Group Processes SAP department by maintaining the Financial Statements and the Chart of Accounts, testing posting procedures and defining new IFRS accounts for group reporting purposes. I also developed an in-depth analysis of US pharmaceutical distributors and a benchmarking analysis of PHOENIX Group’s financials with key competitors.
Captains of CapitalCaptain, Head of Financial Operations
Sep. 2017 - May. 2020Greater Boston AreaAt Captains of Capital we work to promote financial literacy in the Greater Boston Area, working with non-profits to bring our curriculum to schools that would not have access to these resources otherwise. My role revolves around budgeting and financing activities for the group.
Bentley UniversityItalian Tutor
Sep. 2017 - Dec. 2018Waltham, MAWorking at the Center for Language and International Cooperation, I tutored students enrolled in Italian classes, guiding and supporting them throughout their courses and clarifying grammatical and cultural topics of the Italian language. Additionally, I held Italian Mini-Sessions during which I taught basic and intermediate level Italian conversational skills.
Farmacia ZuccaInventory Clerk
Jun. 2013 - Jul. 2017Segrate, Milan, Italy
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