Functional Skills

Benchmarking
Investment Banking
Communications
Data Modeling
Real Estate Investing
Marketing Analytics
Sales Strategy

Software Skills

Microsoft Office
Microsoft Excel

Certifications

Series 63
Series 79

Sector Experience

Real Estate
Technology
Telecom

Experience

Evercore Partners Finance
Investment Banking Analyst, Telecommunications Group
6/2022 - 9/2024
• Assist deal prospecting and on-going sell-side strategic advisory mandates across the Telecommunications sector
• Create marketing materials targeting the construction and engineering industry to initiate investor dialogue and explore potential advisory mandates
• Selected Transaction Experience:
• Advised a ~$5bn satellite company on potential strategic shareholder value-creation initiatives
• Built a dynamic operating model based on management and consensus estimates, analyzing the pro forma impact of various
capital return programs on the value of the future share price of the company
• Assessed an ability-to-pay (LBO) analysis across various return and leverage thresholds to help frame valuation and establish the minimum equity check required from a sponsor for a full take-private transaction
• Benchmarked company against public competitors by comparing sales, EBITDA, capital intensity, FCF conversion and return of capital informing management on performance against peers

UBS Investment Bank Finance
Investment Banking Summer Analyst, Real Estate, Lodging and Leisure Group
6/2021 - 8/2021
• Advised companies on M&A and on-going sell-side strategic advisory mandates across several Real Estate sub-sectors
• Prepared financial models and analyses including DCF, LBO and comparable company benchmarking exercises
• Supported sell-side client presentation materials including buyer profiles, process overviews and valuation assessments
• Selected Transaction Experience:
• Advising a U.S. student housing developer on a potential minority stake sale
• Analyzed relevant real estate operator and developer comparable companies and precedent transactions to determine a reasonable valuation expectation for the client
• Assisted in the drafting of presentation material that communicated the equity investment story, the market opportunity, the
quality of assets and the potential financial performance of the business

Lazard Ltd Finance
Investment Banking Summer Analyst, Middle Market Group
7/2020 - 8/2020
• Supported a number of ongoing sell-side, buy-side and strategic advisory mandates across several TMT sub-sectors
• Prepared financial models and analyses including DCF, LBO and comparable company benchmarking exercises
• Supported sell-side client presentation materials including buyer profiles, process overviews and valuation assessments
• Selected Transaction Experience:
• Advising a digital media company on a strategic repositioning of the business through potential acquisition
• Supported the drafting of materials used to advise the CEO and Board on strategic alternatives including tuck-in acquisitions, transformative partnerships, and a strategic repositioning of the business
• Profiled a number of tuck-in targets in the corporate communication and intranet SaaS sector
• Analyzed the relative valuation metrics for digital media, consumer internet and enterprise SaaS sectors
• Conducted significant comparative operational and financial / valuation benchmarking across the