Built, reviewed, and audited DCF, comparable company, and precedent transaction models supporting valuation opinions across multiple industries.
Analyzed client financial statements and supporting documentation to assess risk, normalization adjustments, and valuation relevance.
Prepared substantive sections of client valuation reports, including financial analysis, economic conditions, and valuation conclusions, for estate planning, advisory, and financial reporting.
Conducted public company and transaction research using Capital IQ and Bloomberg to benchmark valuation multiples, growth assumptions, and cost of capital inputs.
Supported valuation engagements, contributing to $400k+ in firm revenues.
Education
Bachelor of Science - Finance
The College of New Jersey
Ewing, NJ
12-2025
Skills
Technical: Valuation, comparable company analysis, financial statement analysis, industry, and market research
Platforms: Excel (advanced formulas and financial modeling), Capital IQ, Bloomberg, IBISWorld, and Kroll Cost of Capital Navigator