Student-Athlete • Stony Brook University • New York
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.
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.
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.
BUS 367
Developed a comprehensive analysis of option pricing models, implementing and comparing theoretical frameworks for derivatives valuation.
BUS 356
Built an Excel inventory and production analysis model comparing purchasing scenarios across product lines. Created a dashboard to evaluate sales, net profit, margin, production units, and investment, identifying an optimal mix under a $200K budget cap.