Dynamic finance professional with a proven track record at Kato Kaps, specializing in financial forecasting and market analysis. Expert in Excel and data-driven decision-making, I developed models that enhanced operational efficiency and identified cost-control opportunities, driving impactful results in sales and charitable contributions. Strong communicator with a focus on strategic growth.
Equity Portfolio Construction - S&P 400 MidCap Simulation, Boston University, Spring 2025, Built a diversified portfolio using quantitative screening, CAPM, and beta analysis., Back-tested performance to validate investment strategy for a risk-seeking profile. Valuation & Corporate Finance Case Study, Boston University, Fall 2024, Performed DCF and comparable company analyses to value a public firm in an M&A context., Delivered investment recommendations supported by market research and financial modeling.