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 statement 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, Founding Father
Phi Kappa Psi
01.2024 - 12.2024
Directed a team of executive officers and oversaw an annual operating budget of $70,000, strategically allocating funds to philanthropy, house operations, and national dues while ensuring fiscal accountability.
Led chapter growth from 42 to 96 members in two years by building a strong organizational culture, enhancing retention, and coordinating campus-wide outreach initiatives.