As a summer intern at Newbond Holdings, I underwrote hospitality investment opportunities, built proformas with DCF models, and reviewed the existing portfolio to assist in asset management.
Developed financial models to evaluate potential investments, presented investment opportunities to the investment committee, and assisted in asset management strategies.
Personal Start-up
Power Washing Business
New Canaan, USA
05.2021 - 08.2022
Created my own power washing business with over 20 customers, grossed a net $6,000 in revenue over the course of 3 weeks.
Instituted a competitive pricing structure that enabled the business to win market share.
Consulted larger power washing business in order to evaluate proper advertising technique.
Engineered a business strategy influencing clientele to choose my business over nearby competitors.
Developed business plan to launch startup venture.
Conducted market research and identified target customer segments.
Personal Concierge
Pampr
Nantucket, USA
05.2021 - 08.2022
Worked as a personal concierge, which included catering, valet, laundry service, babysitting, and dog walking.
Prepared rental houses by stocking fridges and grocery shopping for pre-arrival guests for over 40 properties.
Provided personalized concierge services to clients, including errand running, scheduling appointments, organizing events, and researching options.
Squash Coach
Westmoor Club
Nantucket, USA
05.2020 - 08.2021
Organized and created practice plans for all (3) junior clinics, each with 20 campers.
Additionally, as a camp counselor, I developed communication skills, especially when interacting with parents.
Coordinated, with other counselors, strategies for quick transitions from switching from a squash coach to a camp counselor.
Developed and implemented individualized training plans for athletes.
Monitored athletes' performance, identified areas of improvement, and provided feedback.
Founder, Director of Alumni Relations
Taft School Student Investment Fund
Watertown, USA
09.2018 - 05.2021
Co-founded a student-run fund to help better teach students how to invest in equity markets.
Developed a business strategy where all dividends of our investments would go back to the school in order to help international students afford the travel costs necessary to return home during holidays.
Led fundraising efforts to raise $75,000 through alumni outreach, which was then invested primarily into mutual funds for long-term growth and large-cap stocks, such as Alphabet.
Appraised members' research reports to determine which ones would be presented to a school board that oversaw and approved our investment strategies.
Education
Bachelor of Arts - International And Urban Markets And Governance
Trinity College
Hartford, CT
05-2025
Tuck Business Bridge Program -
TUCK SCHOOL OF BUSINESS AT DARTMOUTH
Hanover, NH
06.2023
High school Diploma -
The Taft School
Watertown, CT
05-2021
Skills
Financial Analysis
Microsoft Excel
Asset Management
Microsoft PowerPoint
Commercial Real Estate Analysis
Financial Modeling
Personal - Activities
New Canaan Turkey Trot junior board member
Completed multiple charity 5K's
Affiliations
New Canaan Turkey Trot junior board member - Successfully implemented new ideas (including a new venue which increased attendee capacity and a new event format which added sponsorships) which increased the money raised from $10,000 in 2017 to nearly $30,000 in 2019
Energized by outdoor activities such as hiking, skiing, and working out. Completed multiple charity 5K's for homeless shelters, cancer research, and type-1 diabetes (through the JDRF foundation)
Timeline
Analyst Intern
Newbond
06.2024 - 08.2024
Personal Start-up
Power Washing Business
05.2021 - 08.2022
Personal Concierge
Pampr
05.2021 - 08.2022
Squash Coach
Westmoor Club
05.2020 - 08.2021
Founder, Director of Alumni Relations
Taft School Student Investment Fund
09.2018 - 05.2021
Bachelor of Arts - International And Urban Markets And Governance