Student-Athlete • Stony Brook University • Roslyn, NY
Junior student-athlete playing Division I Lacrosse at Stony Brook University, studying Finance and Applied Mathematics & Statistics with experience across wealth management, M&A execution, and equity research.
Summer 2025
Netrex Capital Markets
Supported the deal team on transactions, including an add-on acquisition of an MSP/MSSP provider, responding to 75+ pages of due diligence from 15+ lenders. Created IOI comparisons and compiled organizational books for sponsor communication.
Summer 2024
Morgan Stanley
Presented on alternative investments to senior executives. Managed client data for 250+ HNW clients using Excel and Salesforce. Developed analytics reports contributing to 10+ client acquisitions.
2023-2027
B.S. Finance & Applied Mathematics and Statistics
Member of the Division I Lacrosse Team and Investment Club. Skills include Excel, Financial Modeling, Due Diligence and Market Research. FINRA SIE Certified.
2025-2026
CFA Institute Research Challenge
Led a 5-person team to produce professional equity research on NANO Nuclear Energy, analyzing advanced nuclear technology feasibility and developing a comprehensive investment thesis. Placed in the top five of the New York regional competition.
Fall 2025
BUS 367
Developed a comprehensive analysis of option pricing models, implementing and comparing theoretical frameworks for derivatives valuation.