Where I've worked.

Jun – Aug 2026

Princeton, NJ

The Glenmede Trust Company

Wealth Advisory Intern

• -Turned trust and estate documents into clear account synopses used across client meetings.
• -Identified outliers in trailing-twelve-month performance composites and presented findings directly to portfolio managers.
• -Designed and built Compass, an AI post-meeting assistant that helps advisors surface the right resources after client conversations.

Jun – Aug 2025

San Francisco, CA

Elevation Wealth Partners

Portfolio Management Intern

• -Analyzed equities including Palantir, Deckers, Stanley Black & Decker, ADT, and Lamb Weston, using peer comparisons, financial statement forecasting, and DCF valuation to judge whether each was worth owning.
• -Helped build a financial plan for a $5M high-net-worth client using Morningstar.

May – Aug 2025

Livingston, NJ

Pride Products Distributors

Business Development Intern

• -Made 40–60 cold calls a day and ran email drip campaigns aimed at law firms.
• -Kept 300+ client interactions and leads organized in a CRM while qualifying prospects.

Fall 2025

Remote

Schwer Realty Partners

Cold Caller & Business Development Setter

• -Made 500+ cold calls a week to top-producing realtors and brokers, booking meetings with the company owner.
• -Ran live discovery and pitched a paid Meta ads service, handling objections in real time.

Current

Columbus, OH

Varsity Sales Team

Member

• -The elite competitive branch of the Buckeye Student Sales Network, based out of Fisher College of Business.
• -Rigorous role-play practice, mock sales case competitions, networking events, and industry mentorship.

Sep 2023 – Dec 2025

Columbus, OH

TAMID Group

Director of Fund

• -Led weekly sessions for 30+ students on equity valuation, DCF modeling, and building an investment thesis.
• -Oversaw stock pitches for TAMID's global portfolio of 60+ securities.