My Role:
As Investment Associate, I oversee all trading, conduct market research, and provide support to the Investment team.
Work History:
Previously, I worked as an investment banking analyst, where I conducted due diligence, developed financial models and marketing materials, and performed in-depth industry research to support the execution of M&A transactions.
Where I Come From:
I was born in Hartford, CT, then moved to Ft. Lauderdale, FL, before settling in Austin, TX at the age of 7. I stayed in Austin until I left for college in Fort Worth and stayed there for a year after graduation for work, before moving back to Austin.
Education:
I graduated from Texas Christian University (TCU), where I studied Finance and Mathematics.
My Why:
Growing up, I always had a desire to help others, thus I decided to pursue a career in medicine and went on to college as a pre-med neuroscience major. However, during my time in college, I realized that pre-med wasn’t the right fit for me. I then shifted my focus to finance, driven by the goal of helping people achieve their personal and financial aspirations.