Precision in Financial Strategy

Early‑career financial analyst using AI‑accelerated builds to explore markets and decision‑making.

Profile Photo

About Me

Focus & Education

I'm an early-career analyst with a finance background. I use AI and lightweight coding to prototype ideas quickly, not as an engineer, but as someone who learns by building. Models, simulations, and small analytical tools help me move from theory to mechanics, from market behavior to something you can actually interact with. My value is in how I analyze, communicate, and operationalize ideas across buy-side analysis, trading, strategy, and research.

The projects here aren't polished products. They're working labs that show how I break down problems, test assumptions, and turn information into insight.

Bachelor of Science in Finance

DePaul University • 2021 - 2025

  • Cum Laude (GPA: 3.6/4.0)
  • Economics Minor

Core Competencies

Analysis & Modeling

Financial Modeling DCF Valuation Forecasting Risk Analysis

Tools

Excel (VBA) Python (Pandas) SQL Bloomberg Terminal FactSet

Featured Projects

Hands-on builds solving real-world financial analyst problems.

Articles & Reports

Analysis and deep-dives into sector trends and corporate performance.

Professional Experience

A track record of analytics, strategy, and financial communication.

Junior Analyst / Growth & Campaign Support

Virtus Media · Contract

Dec 2025 - Present
Remote

I help investor relations, media, and growth-focused teams organize campaigns, track performance, and turn data into clear, client-ready reporting.

  • Proposals & Reporting: Create and update client-ready reports; customize templates; improve clarity and structure.
  • Tracking & Analytics: Track engagement links; set up reliable reporting processes; support early-stage analytics.
  • Content Strategy: Write and adapt Reddit posts; support organic content strategy; optimize newsletters (Earnings Alpha) for growth.
  • Systems Support: Support tracking builds; document workflows; build simple automations.
Investor Relations Financial Analysis Newsletters Social Media Marketing

Community Manager (Cohort Programs)

Wide Open Ventures · Contract

Feb 2026 - Present
Remote

Serve as Community Manager for cohort-based client engagements, supporting structured learning programs for financial services leaders by overseeing communications, session coordination, content distribution, and participant engagement throughout multi-month cohorts.

Act as the primary operational point-person for cohort participants, ensuring timely communication, organized resource access, seamless live session support, and a high-quality engagement experience across both synchronous and asynchronous touchpoints.

  • Managed and moderated the cohort Slack hub, including weekly discussion prompts tied to webinars and supporting materials.
  • Tracked RSVPs, attendance, and participant engagement across live sessions and Slack activity.
  • Performed proactive outreach to low-engagement members to support retention and maintain program momentum.
  • Distributed session recordings, slides, and recap notes in a timely and organized manner.
  • Maintained and updated a centralized resource repository for ongoing participant access.
  • Drafted three monthly summaries documenting cohort meetings and Slack discussions for participant distribution.
  • Created presentation outlines and collaborated on slide development for live cohort sessions.
  • Curated relevant industry resources including articles, podcasts, and reports to support learning objectives.
  • Collected, organized, and synthesized participant feedback to support post-engagement evaluation and continuous improvement.
Cohort Program Management Virtual Community Management Client Communications Program Operations Engagement & Retention Content Development

Ghost Writer

Wide Open Ventures · Freelance

Apr 2025 - Present
Remote

Independent Contractor producing high-quality content on complex financial topics.

  • Authored articles on Economics, Finance Concepts, AI, and Cryptocurrency.
  • Translated complex blockchain and generative AI concepts for broader audiences.
  • Posts reached an audience of 11,000+ viewers.
Writing Economics Crypto/Blockchain

Strategic & Financial Comms Intern

Riveron

Jan 2024 - Jun 2024
Chicago, IL
  • Performed industry and capital markets research, including peer analysis.
  • Conducted analysis on public company financials (see Earnings Peer Analysis under "Articles and Reports").
  • Provided tactical support on IR accounts (earnings preparation).
  • Gained experience in Investor Relations platforms (FactSet, CapIQ, Sentieo).
FactSet CapIQ Excel Financial Communications

Intern

McDonnell Capital Management

Jul 2023 - Dec 2023
Oak Forest, IL
  • Learned about fiduciary asset management and advisory.
  • Authored articles on Social Security fundamentals and IRA comparisons (Traditional vs. Roth).
Asset Management Writing

Competitions & Awards

2nd Place - DCM Competition

Fifth Third Bank x Females in Finance

Apr 2022 - May 2022

Debt and Capital Markets (DCM) Competition. Presentation of an LBO model for E.L.F. Cosmetics. Conducted due diligence on market trends, competitors, and risks.

4th Place - Case Competition

Northern Trust x DePaul

Oct 2024

Addressed complex business challenges focused on expanding a forex trading company. Delivered strategic recommendations for partnerships and blockchain adoption under tight 48-hour deadline.

Community & Leadership

Lead Administrator & Growth Strategist

Discord Community (23K+ Members)

Jan 2025 - Oct 2025

Orchestrated operations and strategy for a high-growth community, scaling from 12.7K to 23.6K members (+85%) in 4 months while maintaining 98% retention.

  • Organizational Leadership: Built and managed a cross-functional team of 29 volunteers, establishing performance standards and operational ownership.
  • Systems Engineering: Designed comprehensive SOPs, training modules, and risk management frameworks to ensure stability during hyper-growth.
  • Strategic Advisory: Transitioned to a consulting role to mentor successor leadership, ensuring long-term organizational continuity.

Get in Touch

Open to opportunities in Financial Analysis, Corporate Strategy, Institutional Investing, and Investment Banking.