Resume

Professional accreditations, education, and experience.

Education

• University of North Carolina, Kenan-Flagler Business School

  May 2025

  Chapel Hill, NC

  Master of Business Administration, Full-Time MBA Program

  • Capital Markets and Investments Concentration
  • Kenan-Flagler Fellowship
  • Relevant coursework: Private Wealth Management, Derivatives, Project for Investment Management Experiential Learning (Prime), Investments I & II, Taxes and Business Strategy

• St. Bonaventure University

  May 2020

  St. Bonaventure, NY

  Bachelor's in Business Administration, Major in Finance

  • GPA: 3.81 / 4.0 (Magna Cum Laude) & The Austin Finan Award in Finance Honorable Mention
  • D1 Soccer Player - A10 Conference Commissioner's Honor Roll: Fall 2016 and Spring 2017

Experience

• Integrated Wealth Management

  June 2025 - January 2026

  New Braunfels, TX

  Wealth Advisor

  Independent financial advisory firm offering personalized planning and investment strategies

  • Assisted in financial planning and advisory for a $120M portfolio, contributing to the development of risk-adjusted strategies for clients and integrating tax-efficient solutions to facilitate long-term retirement planning.
  • Designed and deployed an automated Excel-based tracking tool, utilizing VBA macros to monitor the stage of the book of business, next relationship task, and streamline client data management and opportunity tracking.

• Speedout Advisory

  2020-2023

  Valencia, Spain

  Investment Banking Analyst

  Mergers and acquisition boutique specialized in sell-side transactions for industrial and agricultural companies

  • Performed financial analysis through Excel models to value 30+ companies.
  • Produced Information Memorandums and Investor's Decks for sell-side operations, and designed a new company-wide layout used to pitch 200+ business proposals.
  • Created over 10 Financial Due Diligence reports for Private Equity funds, a new line of business resulting in a 33% increase in the company's revenues.

• Ironside Asset Advisors

  Spring 2024

  Chapel Hill, NC

  Project for Investment Management Experiential Learning

  Semester-long experiential learning with Mark Roberts, CIO of the company

  • Optimized a spreadsheet for private equity managers by re-organizing data and turning it into an analytical tool, improving evaluation of sector exposure and trends.
  • Led the evaluation and improvement of an internal asset allocation model, integrating forward estimates and Monte Carlo simulations to refine investment strategies.

• Students in Money Management (SIMM)

  2018-2020

  St. Bonaventure, NY

  Head of the International Sector

  Student organization for the management of an equity portfolio

  • Led International Sector Expansion: Founded and managed a team of 10 analysts, expanding the club's portfolio to include non-US stocks, tracking 15% of the total holdings.
  • Developed financial models and reports: Created DCF models and presented top-performing investment ideas, contributing to a 13% year-over-year increase in fund performance.

Additional