Educational Background
I graduated from the University of Rochester in 2018 with a Bachelors in Financial Economics and a minor in Computer Science
What Rochester, New York typically looks like
Notable Course Work
Economics
- International Macroeconomics
- Econometrics
- Financial Mathematics
- Intro Econ Teaching Assistant
- Financial and Managerial Accounting
- Multivariable Calculus
- Lin Alg/DiffEq
Computer Science
- Computer Models of Perception and Cognition
- Data Structures and Algorithms
- Data Management and Visualizations
- Advanced Front End Development
Extra Curriculars
- I studied saxophone at the Eastman School of Music
- I co hosted a radio show!
- Proud to be a founding member of the UofR Chapter of She's the First where we raised money to sponsor girl's education as well as put on programs for students in the community
- In addition to being an Economics teaching assistant, I led economics study groups and tutored other students
- I was heavily involved in Student Government (SA). I sat on the Appropriations Committee for all four years where we distributed the Student Activity Fee among all the clubs
Cumulative GPA
Credit Hours completed
Awards won upon graduating: "Citation of Special Achievement in Economics" and the "Floyd Griswold Greene and Bessie Denny Greene Memorial Prize in Economics"
Bachelors of Arts
Experience
Summer of 2016
BASF - Florham Park, NJ
Financial Analyst Intern
BASF SE is the largest chemical producer in the world. I worked at the North American
headquarters of BASF Corporation, the largest affiliate of BASF SE
and the second largest producer of chemicals in North America.
As a Financial Analyst intern, I worked with
the Plastic Additives division (think: what goes into paints and plastic products) to help identify cost saving measures.
- I led a global initiative to rectify misallocated costs in multiple business units, saving those business units approximately $80,000 annually
- I identified imported products eligible for new tariff reductions passed by Congress with savings of $6M annually
Spring of 2017
SpaceX - Hawthorne, CA
Biz Ops and Purchasing Intern
SpaceX (Space Exploration Technologies) is a private aerospace company founded by Elon Musk that provides launch vehicles for commercial and
government spacecraft and satellites with the eventual goal of forming a human colony on Mars.
My time at SpaceX was highlighted by some amazing achievements, including the launch of the first reflight of an orbital class rocket (SES-10). Back on Earth, I found myself involved in almost every
facet of the business: First Stage recovery operations, launch pad restoration, construction, maintenance, food services, and InfoSec
- I saved c. $500k annually through negotiating RFP’s with vendors across multiple industries
- I was responsible for initial due diligence of The Boring Company activities
Invoice Tracking Case Study
Halfway through my internship, I was given an "intern task". Look through the pile of late invoices,
confirm with the orderer that they received the package, report back to Accounts Payable so that they can pay out the invoice.
The only problem was that there were hundreds
of overdue invoices, sometimes being months overdue. To the point where suppliers were threatening to sue! Going through my exercise would do nothing to solve the issue. It would just put a band aid on it until it got overwhelming again.
What Did I Do About It?
- Identify why we had hundreds of packages that were not being marked as received - It turns out that certain locations did not have proper package receiving protocols set up. Lots of boxes were coming in and going straight to the orderer without ever being marked as received.
- Convince those in charge that this was a problem worth being addressed - Once I established how bad the problem was and what seemed to be the root cause, I got the head of Receiving, Accounts Payables, and Purchasing in a room and presented the issue, gaining their support in finding a solution.
- Next I made friends with the boots on the ground in the local receiving dock - By understanding: what their process was, the struggles they faced, and informing them what happened up stream when the process broke down, we were better able to reinforce proper receiving procedures.
- Finally I wanted to develop a way for management to track how each receiving center was doing in regards to tagging packages as received - I built a dashboard using Excel and SQL that tracked how many packages were associated with late invoices, and traced them back to what receiving center they came in to.
By the time my internship was over, we were able to clear the mass of late invoices. Tracking received packages became a joint effort across multiple business units, and my tracking tool was adopted to help prevent delinquent payments to suppliers.
2017-2018 Academic Year
University of Rochester - Rochester, NY
Students' Association Treasurer
My Senior year of college, I was elected as the Students' Association Treasurer. This came with
a few different roles and responsibilities:
- I oversaw the allocation of $1.5M in funding to over 200 on campus organizations and the approval of their respective budgets
- I led a committee of 15 students and staff to award funding for original events on campus proposed by student organizations ($75k)
- I worked alongside a Staff Accountant to co manage the Student Organization Finance Office, overseeing 10 employees and managing the daily transactions of 300 student organizations
2018 - Nov. 2021 (+ Summer of 2017)
Ernst & Young, LLP - New York, NY
Senior Consultant
Wealth and Asset Management Practice
I worked as a consultant in the Wealth and Asset Management Practice under the Financial Services Office of EY. My work revolved around technology transformation for large asset managers specializing in 40 Act Mutual Funds and Alternative Assets (Private Equity / Hedge)
Engagements and Initiatives
Below are some examples of engagements and initiatives I have been a part of during my time at EY
EY Comply
I spent a year working on a proprietary tech platform targeted towards large asset managers with the goal of providing automated regulatory reporting, fee insights, and AUM trending
- Onboarded a large investment manager with $1T+ in AUM to the platform to conduct audits of their monthly Asset Based Fees for 40 Act and Private Funds
- Designed and built module's data visualizations using Qlik to provide advanced analytics and data insights for stakeholders
- Aggregated and cleaned client's historical fee and asset data to use for historical trending
Alternative Asset Entity Management
I was engaged by a large asset manager to advise on their legal entity management for the Alternative Asset group
- Started by leading a vendor selection for a third party legal entity management platform
- Acted as project manager for the implementation of the selected platform
- Designed and presented target state business models for entity life cycle and entity data management to global stakeholders
- Conducted a global compilation of the firm's legal entity information; including cleansing and validating to facilitate upload into the new platform
Internal Initiatives
When not working with clients, I work with several teams focused on innovating new solutions for the market and market outreach
Current Initiatives:
- Designing and building a website for clients to showcase our work and capabilities
- Working with clients and portfolio managers to design a PM Desktop of the Future that showcases data for better investing decisions
- Identifying how block chain can help our clients run their processes in a safer and more decentralized way
November 2021 - Current
Homebound - USA
BizOps and Strategic Growth
Homebound is the next generation of homebuilding. Born out of communities impacted by devastating wildfires, our tech-enabled homebuilding approach makes building the perfect home possible for anyone, anywhere.
I work to expand Homebound's operations into new cities and allow more people the opportunity to create their dream home.
Personal Interests
What do I do when I'm not working?
- All
- Volunteering
- Hobbies
- Readings
Basketball
Always down to ball
Football
Miserable Jets fan and absolutely terrible at fantasy football
Frequently Asked Questions
What's your favorite ice cream flavor?
It's mint chocolate chip and no I'm not ashamed to admit it
What are some current challenges you'd like to tackle?
I think it would be interesting to look at and adjust institutionalized processes that are not aligned with optimal outcomes (either purposely or accidentally). The issues pointed out in Nudge are a great starting place, and I think that as a society we can alleviate some of the mental strain that goes into complicated decisions.
What are some future challenges you'd like to tackle?
There's not enough time in a life to make a dent in all the possible things that will come up over the next 50 years. I don't believe that true AI and space travel are going to be truly relevant during my lifetime. Advancements in programmed robotics will likely be the most interesting and impactful. The rise of droids to the point where we can have cheap, reliable, unmanned labor that can work anywhere at any time will be truly revolutionary for the world. And I think it's closer than we think...
Are the Jets terrible?
Yes.