Results-oriented individual with a passion for continuous learning and innovation. Constantly leverages analytical thinking and creativity to solve problems and deliver high-impact solutions in fast-paced environments.
Overview
3
3
years of professional experience
Work History
Capital Formation Intern
Greenfield Partners
New York
06.2025 - 08.2025
Researched senior leaders across pension funds, endowments, and family offices to facilitate institutional partnerships and capital-raising initiatives.
Built and maintained structured databases of institutional decision-makers using LinkedIn Sales Navigator and Excel to support strategic outreach and relationship development.
Designed a ChatGPT-assisted research agent to analyze interviews, articles, and public commentary to identify priorities and perspectives of senior executives including CIOs, CEOs, and CFOs.
Synthesized research insights into concise background briefs and tailored outreach communications used by partners to secure meetings with prospective institutional stakeholders.
Coordinated investor meetings and managed CRM records to enhance communication and strengthen long-term relationship management.
Business Development Intern
Lion Funding
New York
01.2023 - 01.2024
Conducted 200+ outbound calls daily to small business owners, identifying financing needs and connecting entrepreneurs with tailored capital solutions.
Evaluated borrower needs and advanced qualified opportunities to senior team members, supporting increased deal flow and improved client service.
Developed strong professional communication, negotiation, and problem-solving skills in a fast-paced business environment.
Education
Bachelor of Business Administration - Finance
Yeshiva University, Sy Syms School of Business
New York
05-2029
High School Diploma -
Fusion Academy of Long Island
Long Island
05-2024
The Forman School
Litchfield
01-2023
Skills
Market analysis
Investor engagement
Market research
Pitch development
Excel
AI-assisted research workflows
Microsoft Word
CRM systems
Data analysis techniques
ChatGPT agents
Briefing preparation
Strategic outreach
Communication
Relationship building
Leadership
Problem solving
Hobbies and Interests
Public service
Economic policy
Entrepreneurship
Surfing
Community mentorship
Languages
Spanish, Native
Hebrew, Understanding
Portuguese, Understanding
Leadership And Campus Involvement
Yeshiva University Student Government, Representative, Represent fellow students in discussions regarding campus initiatives, student engagement, and community priorities.
Yeshiva Student Union, Support initiatives and programming that promote student involvement, community engagement, and campus unity.
Surf Instructor, provided private and group surf instruction emphasizing safety, leadership, and mentorship, managed scheduling, client relationships, and repeat students while fostering a supportive learning environment.
Community Volunteering at Temple Edmond J. Safra Synagogue and chabad of the 5 towns, New York, NY