Healthcare M&A

-Neighborhood pet care, dog walking, plant care, mail retrieval, and yard maintenance company-Cultivated a 24 family customer base and made 4 figure profits

Middle Market Investment Banking firm specializing in multi-site healthcare M&A- Prepared Microsoft Powerpoint Presentations and read through financial models for two acquisitions- Leaned fundamental accounting and valuation skills while practicing implementing advanced Microsoft Excel functions and shortcuts- sat in on deal review meetings and client calls while observing how to optimally analyze company performance and bring in clients- Attended investor meeting of the private equity firm ICV Partners in Miami, FL

- Directed summer take out services and supervised food running and bussing- Given responsibility to be an end of night restaurant closer

Student-led investment board managing over $140,000 AUM -Established an extensive fixed-income investment strategy that raised dividends by over 50%-Increased portfolio valuation by 11.2% during board tenure, and donated $4500 of free cash to local community service projects-presented an annual review of our performance to the senior leaders of the Providence Day Endowment Board

- Supervised tee times, the golf bag room, cart barn, and practice facilities. - Focused on providing a warm and welcoming atmosphere upon members' arrival

- Selected among a cohort of 16 peers to provide leadership and learning support for 55 underprivileged scholars from Rama Road Elementary- First independent school in the country to host a Children's Defense Fund Freedom School- Supervised off campus field day transportation

- CPR certified and qualified to conduct chemical testing- Also part time tennis instructor