I’m a Financial Analyst at a NY-based Independent Multi-Family Office, where I provide expertise on my client’s most complex financial transactions, decisions, and investments. My clients span from Mid-Market Business Owners, C-Suite Executives, Legacy Wealth Families, and even Lottery Winners. I’ve worked and consulted for multiple Fortune 500 companies and start-ups, including Broadridge Financial Solutions, NBCUniversal, and ZoomInfo, where I directly advised senior leadership on their financial and corporate strategy. With my experience and expertise, I can advise you in the following areas: Personal Wealth Advising Services: - Financial Planning - Cash Flow Management - Budgeting - Portfolio Management - Asset Allocation - Cryptocurrency - Public Markets Analysis - Equity Research - Investment Analysis Corporate Finance Advising Services: - M&A Advisory - Business Valuation - Market Research - Debt & Equity Raises - Financial Modeling - Risk Management - Strategic Financial Planning - Restructuring - Compensation and Incentive Programs Business Consulting Services: - Strategic Planning - Business Process Improvement - Operations Management - Sales and Marketing Strategies - Organizational Design and Development - Technology Consulting Career Advising Services: - Early Career Coaching/Advising - College Admissions Advising - Internship & Entry-Level Job Searches - Resume + Cover Letter Editing/Reviews - Mock Interview Sessions - Technical Finance & Accounting Training - Excel Modeling Training More About Me: Currently, I’m enrolled in Georgetown’s Master of Science in Finance program (Ranked #8 in the U.S by QS). I graduated from Stony Brook University College of Business Honors (Ranked #1 Public University in NYS & #26 Nationally by U.S News). As President of the SBU Finance Society, I led one of the largest on-campus student-run clubs. I ran various professional development events such as Resume Reviews, Mock Interviews, Networking Events, and Technical Finance workshops. I launched an undergraduate career mentorship program, where my team and I helped over 500+ students prepare for and obtain internships and entry-level jobs in the Finance field. My professional expertise lies in financial analysis & modeling, mergers & acquisitions, financial planning, and investment analysis. I have worked on multiple closed M&A deals (buy & sell-side), private equity, and real estate transactions. Witnessing my clients achieve their personal and business financial goals is what drives me to go above and beyond to provide exceptional value for them. As a trusted advisor to C-Suite Executives and UHNW Families and Individuals, I am certain I can provide the same value for YOU! Let’s discuss how I can help you grow your career, net worth, and business!