● Completed a 12-week internship at Berkman Woods, assigned coverage in Healthcare & HR/Staffing industries
Acquisition of a 12.5M International Electrical Services Contracting Firm
● Updated a 3-statement, LBO, and roll-up model to ensure accurate financial reporting and conducted research to identify electrical construction companies in Oklahoma as potential acquisition targets
Potential Acquisition of a $800k Regional Surgical Equipment Distributor
● Drafted investment memo analyzing operations, customer mix, and transition risk; conducted SDE valuation to recommend entry price, and presented findings to investment committee
Potential Acquisition of a $2M Orthopedic Practice
● Identified key operational strengths, customer diversification, and potential transition risks; performed valuation to assess financial health and supported investment committee decision-making with a recommended entry price

● Developed proficiency in FX platforms including Murex and PMG, gaining expertise in SWIFT codes and SSIs through shadowing team members across the onboarding, confirmations, settlements, and investigations teams
● Co-authored the Global FX Introduction Guide, presented to management a 35 page internal training guide designed to educate new team members, providing in-depth knowledge of the department’s functions
● Observed and learned the processes behind FX transactions averaging $1B weekly, claims management exceeding $200k, and bullion transaction execution for institutional and individual clients

Efficiently managed and processed over $1,000 in credit, debit, and cash transactions per shift, ensuring accuracy, security, and adherence to company financial procedures
Delivered exceptional food handling service to an average of 100 customers per shift, ensuring compliance with food safety regulations, maintaining high standards of food preparation, and consistently providing excellent customer service

● Secured over $4k in sponsorships from corporate sponsors, including National Bank and CPA Ontario; oversaw 60+ grant applications and outreach efforts to 300+ companies and non-profit organizations
● Directed a team of 6 directors to meet quarterly fundraising goals, ensuring effective resource; engaged with key stakeholders, maintained relationships with corporate sponsors, and provided regular updates on donation impact

● Collaborated with interns and the research team at TD Invent on product design, evaluation, and enhancement, actively participating in focus groups to gather authentic Gen Z perspectives on app and product concepts
Select Project Experience:
● Pitched and developed YC Medium Ideas, a monetized blogging initiative for the company, strategizing between an independent publication or a centralized account to balance visibility, efficiency, and monetization

This is a conference I helped host.

- Recruited over 35 participants and 2 industry-expert speakers for the conference
- Obtained over $16,500 in monetary and in-kind sponsorships
- Created and launched a marketing campaign for the conference which had over 25k impressions

Run a blog on Medium.com
● 7.5k followers, 1000 monthly views
● 14.8k Total Views and 5.5k reads
● Mailing list of 100+ people
● Monetized and revenue-generating