• University: Fordham University
• College: Gabelli School of Business
• Degree: Master of Business Administration (MBA)
• Major: Finance
• Minors: NA
• Campus Mode:On Campus
• Start Date: 26 August 2026

Investment Analyst Intern

• Earned through top 5% placement in TrendUp Now, a selective three stage buyside program
• Develop and maintain financial forecasts and valuation models to support single-name theses, long and short
• Conduct research to identify critical factors and upcoming catalysts across a coverage group

Senior Research Analyst

• Produce research briefs and earnings analyses on public and private companies, evaluating financial performance, competitive positioning, and business dynamics to support C-suite advisory engagements
• Led the work to analyze the major AI LLMs, and using prompt engineering, develop rapid ways to produce high quality insights under tight time constraints

President/trader

• Built a macro regime view across liquidity, growth, and inflation using a cross-asset dashboard (yield curve, MOVE, VIX, credit spreads), and mapped it to sector exposure
• Expressed directional views in cash equity or options based on implied volatility and payoff asymmetry
• Compounded capital at ~27% annualized over three years, generating a 108% cumulative return through a discretionary equity and derivatives strategy

Associate Investment Specialist, Global Families Group

• Integrated macroeconomic and market level analysis into tactical and strategic asset allocation
• Supported senior investors across 50+ client relationships on multi-asset allocation, balancing return and risk in equities, fixed income, and derivatives

Investment Analyst

• Tracked earnings, investor presentations, and macro developments to update valuations and inform portfolio decisions
• Developed options and derivatives strategies around concentrated equity positions to monetize volatility, hedge exposure, and enhance risk-adjusted returns
• Ran a $20M proprietary book, expressing discretionary single name views in equities and options

Etf Fund Administrator

• Administered 10 ETFs across fixed income, equity, foreign, and domestic funds

• LGBTQ: NA
• Ethnicity: NA
• Disability: NA
• Veteran: NA
• First-generation College Student: NA
• Pell Grant Eligibility: NA
• Work Authorization: yes
• Visa Sponsorship: no