Samuel Morra Email & Phone Number

New York, Ny, Us

New York, New York, United States

Boston, Massachusetts, United States

- Pitched 20+ stocks to the firm’s entire investment committee, with three being approved, and published for institutional and individual investor recommendations, reaching 20,000 paying clients.- Authored 30 macroeconomic and stock-specific articles covering topics such as natural gas, microchip manufacturing, recreational vehicle production, and Apple’s product ecosystem, reaching 170,000 prospective retail and institutional investment clients.- Worked directly with the Director of Research at Valens to create a web-scraping Python script that collects previously published Valens’ articles to fine-tune an AI model and generate new articles for publication.

Boston, Massachusetts, United States

- Delivering non-traditional success narratives to university students- Interviewed 20+ entrepreneurs, financial professionals, and academics such as the former CIO of Mellon Investments, David Daglio, and Professor Neal Hartman of MIT’s Sloan Business School.- Organized a panel discussion with over 30 attendees and panelists such as a Partner at Grant Thornton, entrepreneurship and organizational behavior professors from Boston University and MIT, and an investment banker from HSBC.- Raised funds for ‘Hands Across the Sea,’ a non-profit dedicated to purchasing books for students in the Eastern Caribbean.

Boston, Massachusetts, United States

- Organizing and moderating panels, including alumni and academic research events, to facilitate student-industry connections.- Developing an alumni-undergraduate mentorship program to help current students gain insight into their prospective industries. - Reorganized the program advisory board, leading to a 50% increase in alumni engagement and improved event planning.

- Assisting 200+ students with risk analysis, Modigliani-Miller theory, capital structure, and capital allocation.- Mentoring students in creating an integrated financial workbook with MS Excel using VLOOKUP, IFERROR, INDEX/MATCH.- Instructing students in discounted cash flow (DCF) modeling and equipping them to assess investment opportunities in companies.- Taught students in inductive and deductive argumentation using strategies that can be leveraged in both business and academia.- Guided five students in crafting a TED talk-style presentation to be performed in front of 200+ peers.

Boston, Massachusetts, United States

- Providing tutoring in Managerial Accounting and Corporate Finance, leading to a 13% increase in the first client’s exam average.- Taught four students the fundamentals of accounting, financial statements, capital markets, and risk management.

Boston, Massachusetts, United States

- Manage club finances for events and meetings; submit purchase requests to BU for club-related expenses- Work directly with BU’s division 1 basketball program to host game-time events and attract a larger audience

Boston, Massachusetts, United States

- Collaborated with a team of 19 to provide catering services and game-time student engagement activities under a limited budget of $500 for the Boston University Men’s Basketball Team

Boston, Massachusetts, United States

- Build networks with students across the Boston University campus to develop a user base for a B2C social software startup- Lead a team of 10 students ambassadors in a campus-wide marketing campaign through digital and physical media presence- Conduct interviews and hire on-campus ambassadors

Boston, Massachusetts, United States

- Analyzed financial statements and forecasted the outlook of small to mid-cap firms in the consumer sector- Finalist on a team of 3 in the Boston University stock pitch competition

Sydney, New South Wales, Australia

- Conducted due-diligence for potential investments in early-stage and growth-stage companies- Led discussions with target company CEOs and completed industry analysis in the web3 space- Analyzed financial data of potential acquisitions; helped to renegotiate terms of acquisition after fixing CFO projections that inflated EBITDA by $200,000 USD• Reviewed and amended legal documents for cross-border M&A, including IP clauses and contract agreements- Forecasted income statement and EBITDA projections for an STO portal partnership with an international crypto exchange- Designed corporate website detailing global roll-out, offshore M&A program, current portfolio companies