Developed 2 Confidential Information Memorandums (CIMs), 9 Pitch Decks, and 8 financial models for SaaS companies across the Album Design, Digital Asset Management, Early Education, and Rights Management Sectors
Formulated valuations for pitch decks employing LBOs, DCFs, three-statement operating models, precedent transactions, and public trading comps
Facilitated communications between clients and prospective buyers to fulfill data requests and hosted management presentations
Selected Transaction Experience: Project Rocketship – Sale of leading album design software. Assembled teaser, CIM, and coordinated outreach with prospective buyers
Selected Transaction Experience: Project Oliver – Sale of leading digital media platform. Assembled teaser and CIM
ETF Trading & Capital Markets
Susquehanna International Group
Bala Cynwyd, PA
09.2022 - 04.2023
Formatted and uploaded each trade quote that came through four different platforms into our main database using VBA macros for future data analysis
Updated and modified automated data-uploading processes using python scripts and VBA to streamline desk workflow and enable our team to attend to more urgent matters
Linked data from our main quote database to our block trade monitor platform so traders had easier access to useful information about their trades
Aided in the creation of trade flow summaries each morning that were sent out to a broad range of people on different teams throughout SIG
Inside Recruiter
Liberty Personnel Services
Conshohocken, PA
09.2021 - 04.2022
Sourced, identified, and pitched positions to as many candidates as possible each day to maximize the number of jobseekers reached each week
Built relationships with hiring managers and other influential people by attending intake calls
Reviewed and tracked trends in the job market using LinkedIn Recruiter and CareerBuilder to allow recruiters to focus on areas of the country that are the most profitable
Brought in and signed multiple new clients by cold calling individuals at those companies
Education
Bachelor of Science - Business and Engineering
Drexel University
Philadelphia, PA
03-2025
Skills
Visual Studio Code
R Studio
Microsoft Office Suite
Microsoft Excel
VBA
Python
R
MATLAB
SQL
Bloomberg Terminal
Pitchbook
Salesforce
Activities and Awards
Dean’s List: Drexel University
Sept. 2020 – Present
Head of Recruitment: Tau Kappa Epsilon, Alpha Tau Chapter
March 2022 - Present
TKE Investing Project (Vice President): Drexel University