Work
Experience across finance, strategy, research, and leadership.
My background includes experience across finance, strategy, research,
and leadership. I am especially interested in work that combines
analytical thinking, practical problem solving, and exposure to
emerging industries.
Relevant Experience
At G3 Enterprises, I worked on reporting, analytics, and operational
projects connected to sales performance and strategic decision-making.
I built dashboards and reports to track trends across sales and
customer data, supported broader business analysis by identifying
patterns that could inform decisions, and led an Enterprise Risk
Management project focused on financial and operational risks. I also
improved CRM data integrity by cleaning and standardizing Salesforce
records, expanding contacts, and generating new leads, and I explored
ways to use AI and automation to strengthen business intelligence and
support sales teams more effectively.
My work with Perca has focused on finance, operations, and feasibility
analysis related to environmental infrastructure. I supported
financial evaluation tied to a capital-intensive wastewater treatment
system and built out models using cost assumptions, revenue scenarios,
and sensitivity analysis to better understand scalability, economics,
and capital efficiency.
At Unsal Partners, I conducted research on energy services companies
and supported acquisition screening through structured analysis. I
built and maintained a target database with detailed information on
ownership, market position, technical capabilities, and acquisition
fit, and I helped design an AI-assisted workflow that made the
research process faster and more scalable while still requiring
careful review for quality and usefulness.
Through Whitman’s investment banking competition, I gained applied
exposure to valuation, M&A thinking, and finance-oriented teamwork.
The experience strengthened my comfort with analyzing companies,
building structured recommendations, and presenting ideas in a more
formal and competitive setting.
In the Finance Accelerator Program, I led a student consulting team
working with West Monroe Partners to design a generative AI strategy
and present a proof-of-concept roadmap. The program gave me exposure
to business analysis, client-facing communication, and the process of
turning a broad idea into a more concrete strategic recommendation.
Leadership & Additional Experience
I help lead the team through coordination, organization, and
communication responsibilities, while also supporting team culture,
logistics, and broader operations.
In this role, I help oversee chapter operations and take on broader
responsibility across planning, accountability, and member
coordination.
This role gave me experience supporting conservation-focused work and
public engagement tied to environmental awareness and stewardship.
At One Tam, I worked in a role centered on community connection,
support, and engagement with the natural environment.
