Education
The Wharton School, University of Pennsylvania
B.S. in Economics, Concentration in Finance, Magna Cum Laude
May 2022
Professional Experience
Goldman Sachs
Investment Banking Analyst, Technology Group
July 2022 – Present
- Constructed detailed financial models to support M&A transactions and capital raises.
- Prepared marketing materials, including pitch books and confidential information memorandums (CIMs).
- Conducted in-depth industry research and competitive analysis to identify strategic opportunities for clients.
J.P. Morgan
Summer Analyst
June 2021 – August 2021
- Assisted senior bankers in performing valuation analyses for live M&A transactions.
- Developed pitch decks and presentation materials for client meetings.
Selected Transaction Experience
- Advised a publicly traded software company on its $2.5 billion sale to a strategic acquirer.
- Managed the due diligence process for a $500 million growth equity investment in a fintech startup.
- Advised a leading renewable energy company on its $1.2 billion initial public offering (IPO).
Admissions & Certifications
- SIE - Securities Industry Essentials Examination
- Series 79 - Investment Banking Representative
- Series 63 - Uniform Securities Agent State Law
Skills
Financial Modeling (DCF, LBO, M&A), Valuation Analysis, Due Diligence, Capital Markets