Analyzed market trends and secondary loan/bond activity, resulting in 500 new research projects for clients.
One of three senior associates working on business development, growing the newly formed research segment from $500k to over $15mm in annual revenue
Reported team performance and goals to leadership, informing revenue growth strategies
Managed VOC calls to strengthen client relationships across diverse sectors, generating 30 new commission-based leads monthly.
Trained three full-time hires and two interns, establishing a capital markets pod for an emerging segment.
Research Associate
AlphaSights
07.2023 - 07.2025
Conducted over 2,000 expert calls and market updates with C-suite executives, producing 500+ written research units generating over $2MM in revenue.
Crafted detailed reports that synthesized research findings and actionable recommendations for stakeholders.
Oversaw hedge fund and private equity client communications, delivering clear and timely responses to inquiries.
Network Intelligence Intern
AlphaSights
06.2022 - 08.2022
Researched public and private companies using PitchBook and Mergermarket, leading discovery calls with key client users
Negotiated rates with industry professionals and senior executives, achieving 35% reduction in average costs and generating over $10k in quarterly savings
Generalist
My Bundle.TV
06.2020 - 03.2022
Developed and maintained the company website to support sales presentations and internal stakeholder meetings
Created a database of nationwide cable, broadband, and satellite services and conducted market research on consolidation activity
Education
Bachelor of Science - Business Administration, Management Consulting, Management Entrepreneurship
University of Richmond
05-2023
Skills
Microsoft & Google Cloud Suite
Agentic AI & Workflow Design
Market research
Data visualization
Negotiation techniques
Financial product sales
Leadership Experience
IMentor - Provide one-on-one mentorship to a high school student in a nationally recognized non-profit organization
Brew-U Ambassador, 2022, Created marketing and GTM strategies for financial newsletter
Interests
Bloomberg, Pitchbook, Debtwire, Basketball, Tennis, Golf, Magic Performances, Piano
Timeline
Senior Research Associate, Capital Markets
AlphaSights
07.2025 - Current
Research Associate
AlphaSights
07.2023 - 07.2025
Network Intelligence Intern
AlphaSights
06.2022 - 08.2022
Generalist
My Bundle.TV
06.2020 - 03.2022
Bachelor of Science - Business Administration, Management Consulting, Management Entrepreneurship
Executive Assistant to Sr. VP of Finance-Capital Markets, Sr. VP of Finance and Chief accounting officer at Bluegreen Vacations Unlimited Inc.Executive Assistant to Sr. VP of Finance-Capital Markets, Sr. VP of Finance and Chief accounting officer at Bluegreen Vacations Unlimited Inc.