Delivered comprehensive financial planning to high-earning professionals in Boston tech and biotech sectors, emphasizing insurance strategy and tax-efficient wealth building.
Developed and maintained a prospecting pipeline with over 150 qualified leads through targeted outreach campaigns.
Secured discovery meetings and performed thorough fact-finding for potential clients across major employers.
Focused on long-term portfolio construction to enhance clients' financial growth.
Summer Analyst
BROOKSIDE CAPITAL PARTNERS
Stamford, CT
06.2024 - 08.2024
Researched companies, prepared deal summaries and comprehensive company overviews; presented findings to the deal team
Conducted financial analysis, including modeling and valuation, to compare and forecast company performance
Brookside is a private investment fund with $1.2bn AUM that invests in consumer, healthcare and industrial companies
Taproom Attendant
MIGHTY SQUIRREL BREWING CO.
Boston, MA
06.2023 - 08.2023
Worked on the taproom team at the fastest-growing craft brewery in Massachusetts
Managed the biergarten located at Faneuil Hall/Quincey Market; constantly interacted with customers and completed sales; averaged $1,000 in sales per day
Learned about the finances of the beer and restaurant business under the CFO
Fastest-growing craft brewery in Massachusetts
Summer Intern
LIGHT MANUFACTURING LLC
Arroyo Grande, CA
06.2022 - 08.2022
Employed at a venture-backed startup that uses solar energy to rotationally mold water tanks and other products with a carbon free footprint
Completed a variety of jobs around the jobsite ran the molds, packaged orders to be shipped, tasked to think outside of the box and complete objectives with little to no prior experience in the field
A venture-backed startup that uses solar energy to rotationally mold water tanks and other products with a carbon free footprint