Functional Skills
Private Equity Investing
Real Estate Investing
Marketing Analytics
Financial Due Diligence
Financial Modeling
Investment Banking
Inventory Management
Investor Relations
Operational Due Diligence
Pricing Strategy
Revenue Growth
Software Skills
Microsoft Excel
Microsoft PowerPoint
Certifications
FMVAFinancial Modeling and Valuation Analyst
Series 63
Series 7
Series 79
Sector Experience
Energy
Financial Services
Real Estate
Telecom
Transportation & Logistics
Experience
Phoenix Infrastructure
Finance
Summer Associate
3/2023 - 9/2023
• Engaged in the full investment process, including sourcing, due diligence, creating marketing materials, and supporting closing
• Built a project finance model for a 6-stop and 4-stop Water Ferry system as part of an RFP for a public-private partnership worth $100M in debt and equity; presented financial results, including expected annual subsidy to the stakeholder committee
• Built a project finance model for a 6-stop and 4-stop Water Ferry system as part of an RFP for a public-private partnership worth $100M in debt and equity; presented financial results, including expected annual subsidy to the stakeholder committee
TD Bank Group
Finance
Vice President – Debt Capital Markets
11/2021 - 6/2022
• Originated and syndicated senior debt for Canadian Pensions and other government clients, with proceeds directed towards acquisitions, joint ventures, and investments, resulting in high-grade borrowers reducing their cost of equity
• Executed debt across various currencies, structures (e.g., fixed, floating, tenders), ratings, and regulatory regimes, advising clients on costs, broader macro climate, and other risk/return impacts of leverage
• Managed junior analysts and associate workflow, including reviewing pitchbooks for senior client meetings, checking primary market bond pricing models, and editing term sheets and sales memos
• Executed debt across various currencies, structures (e.g., fixed, floating, tenders), ratings, and regulatory regimes, advising clients on costs, broader macro climate, and other risk/return impacts of leverage
• Managed junior analysts and associate workflow, including reviewing pitchbooks for senior client meetings, checking primary market bond pricing models, and editing term sheets and sales memos
TD Bank Group
Finance
Associate - Sustainable Finance
11/2019 - 10/2021
• Led global sustainable finance coverage efforts, with transaction experience with projects spanning Renewable Energy and Cleantech, Real Estate, TMT, Power and utilities, and Financial Services
• Created internal and external facing thought leadership on ESG risk and trends by liaising with policymakers and other experts
• Created internal and external facing thought leadership on ESG risk and trends by liaising with policymakers and other experts
Fidelity Investments
Finance
Investment Sales Associate
6/2016 - 4/2018
• Developed models to evaluate risk and return metrics for Fidelity mutual funds and institutional investors' portfolios
• Successfully convinced a financial advisor to transfer a $1 million client portfolio from a competitor to Fidelity funds
• Successfully convinced a financial advisor to transfer a $1 million client portfolio from a competitor to Fidelity funds