Bulge Bracket Investment Banks
Fortune 500
Experience
Insight Partners
Corporate Strategy & Development
Director
11/2014 - Present
Financial Restructuring
Financial Education
Business development and operational strategies
Advising enhanced profitability and enterprise value
Strategic market share growth
Product & platform marketing development
Mergers and Acquisitions and capital raise activities
Financial Education
Business development and operational strategies
Advising enhanced profitability and enterprise value
Strategic market share growth
Product & platform marketing development
Mergers and Acquisitions and capital raise activities
Seton Hall University
Corporate Strategy & Development
Alumni Board Adviser
9/2016 - Present
Adviser in integration of diversity and corporate programming for the University. Integrating innovative engagement for current students, alumni, and prospective students. I am responsible for new fund raising and marketing campaigns, as well as administrative staff development.
US Masters Residential
Finance
REIT Portfolio Analyst
8/2012 - 10/2014
Performed Comparable Market Sales Analysis
Executed Due Diligence on the Acquisition of over $300mm of Real Estate Assets
Conducted Thorough Reporting and Analysis on the Real Estate Market in the North East Region
Prepared Monthly Investor Financial Reports and Delivered Detailed Portfolio Analysis to Australian Counterparts
Executed Due Diligence on the Acquisition of over $300mm of Real Estate Assets
Conducted Thorough Reporting and Analysis on the Real Estate Market in the North East Region
Prepared Monthly Investor Financial Reports and Delivered Detailed Portfolio Analysis to Australian Counterparts
Goldman Sachs
Finance
Investment Bank Analyst
6/2011 - 8/2012
Analyzed and Measured P&L Associated with the Firm’s Municipal Bond Desk
Performed Daily, Monthly and Quarterly P&L and Projected Financials reporting
Delivered Detailed Financial Market Analysis with Global Counterparts
Performed Daily, Monthly and Quarterly P&L and Projected Financials reporting
Delivered Detailed Financial Market Analysis with Global Counterparts