Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Furtherinvolvement
Timeline
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William Polk Farber

New York,New York

Summary

Dedicated professional knowledgeable about best practices in the risk and diligence field, including effective leadership strategies to motivate employee performance and job satisfaction. Well-organized in approaching problems to investigate causes and determine optimal solutions. Detailed understanding of organizational and regulatory expectations to drive performance.

Overview

8
8
years of professional experience

Work History

Financial Advisory Analyst

Deloitte & Touche LLC
New York, USA
01.2024 - Current
  • Worked with institutional investment banking clients, evaluating key business groups, and implementing changes for over 25 teams to improve risk management.
  • Assessed internal control processes by reperforming diligence and risk management practices for the investment management and investment banking teams.
  • Assisted with regulatory mapping and performed comprehensive control execution details.
  • Provided training to new team members by leading weekly sessions discussing both the client’s proprietary diligence practices and the regulatory landscape.

Treasurer

01.2017 - 01.2021
  • Three year starter for Duke Men’s Rugby
  • Created team budget for the season and coordinated travel expenses, membership fees

Private Equity Summer Analyst for Providence Strategic Growth

Providence Equity Partners
Boston, USA
06.2020 - 08.2020
  • Sourced and set up calls with CEOs of B2B SaaS companies and pitched the PSG European fund to them
  • Revitalized M&A strategies for portfolio companies and identified potential strategic acquisitions, including presenting potential acquisitions to the investment committee
  • Researched the supply chain management market and created a pipeline of actionable SCM companies

Commercial Strategy Intern

GreenLight Biosciences Inc.
Medford, USA
06.2019 - 08.2019
  • Researched go-to-market strategies for their cell-based technology and presented them to the commercial team
  • Created financial models to estimate projected earnings/revenue for GreenLight products

Education

Masters - Management Studies

Fuqua School of Business
Durham, NC
05.2022

Bachelor of Science - Economics, Political Science

Duke University
Durham, NC
05.2021

High School Diploma -

The Roxbury Latin School
Boston, MA
06.2017

Skills

  • Microsoft Office
  • Corporate Diligence
  • Risk Management
  • Financial research
  • Public speaking
  • Conversational French

Hobbies and Interests

  • Rugby
  • Traveling
  • Playing Cello
  • American History
  • Reading
  • Cooking

Furtherinvolvement

Duke Men’s Rugby, Treasurer, 09/01/17, 05/01/21, Three year starter for Duke Men’s Rugby., Created team budget for the season and coordinated travel expenses, membership fees.

Timeline

Financial Advisory Analyst

Deloitte & Touche LLC
01.2024 - Current

Private Equity Summer Analyst for Providence Strategic Growth

Providence Equity Partners
06.2020 - 08.2020

Commercial Strategy Intern

GreenLight Biosciences Inc.
06.2019 - 08.2019

Treasurer

01.2017 - 01.2021

Masters - Management Studies

Fuqua School of Business

Bachelor of Science - Economics, Political Science

Duke University

High School Diploma -

The Roxbury Latin School
William Polk Farber