Designed and worked with complex financial models for discounted cash flow, market multiple, and precedent transactions analyses to support valuation conclusions.
Developed and applied tailored valuation methodologies across various industries, refining assumptions to align with company-specific factors and broader market conditions.
Assisted in preparing valuation reports used in estate planning, M&A advisory, and financial reporting engagements.
Analyzed and interpreted client-provided financial statements and supporting documentation for accuracy, consistency, and valuation relevance.
Used data platforms (e.g., Capital IQ, Bloomberg) to gather market data and benchmark guideline companies.
Contributed to projects that collectively supported over $400K in revenue for the firm year-to-date (2025).
Supported the delivery of valuation results to management and other relevant parties.
Participated in team meetings to enhance valuation models, methodology, and report structure.
President
Phi Kappa Psi
01.2024 - 12.2024
Directed a team of executive officers and oversaw the planning and execution of events, including fundraisers, social activities, and community service projects.
Oversaw annual operating budget of $70,000, strategically allocating funds to philanthropy, house operations, and national dues while ensuring fiscal accountability.
Education
Bachelor of Science - Finance And International Business
The College of New Jersey
Ewing, NJ
12-2025
No Degree - Finance
University of Delaware
Newark, DE
Skills
Technical Skills: Financial Modeling, Financial Statement Analysis, Market Research & Industry Analysis
Software: Microsoft Office Suite, Capital IQ, Bloomberg, Salesforce, Kroll Cost of Capital Navigator
Certification
Financial Modeling and Valuation Analyst
Interests
Financial Markets, Real Estate, Golfing, Snowboarding
Timeline
Valuation Intern
MPI Business Valuation & Advisory
09.2024 - 06.2025
President
Phi Kappa Psi
01.2024 - 12.2024
Bachelor of Science - Finance And International Business