Northeastern University, D'Amore-McKim School of Business · Boston, MA

GPA: 3.41 · Dean's List · Northeastern Entrepreneurs Club

Proctor Academy · Andover, NH

Rock-Climbing · Cross-Country Running · Alpine Ski Team · Robotics · Movie Club President · Dorm Leader · Honors Roll+

Coverys

• • Mapped and optimized the Facilities renewal workflow through 12+ stakeholder interviews, delivering a current-state summary that identified 480+ annual labor hours in efficiency gains
• • Coordinated underwriting intake/triage implementation by aligning UW leadership, running daily standups, and supporting Salesforce workflow enhancements that improved routing and reporting
• • Enhanced cross-team underwriting operations by resolving notification issues, improving onboarding documentation, and enabling UW access to PowerBI dashboards for loss-run and claims-reserve visibility

Claro · www.claro.insure

• • Conducted in-depth interviews with 4 small business owners and 20 insurance agents to identify pain points, gather insights, and validate product features
• • Presented pitch at Cambridge AI hacks at Harvard and in the Northeastern Husky Start Up Challenge as part of the Entrepreneurs club

INEX Capital · Manchester, NH

• • Launched a multichannel marketing campaign, finding a partner vendor to purchase an extensive agency lead list database from, and following up with warm leads to deliver an opportunity pipeline of $2 million

INEX Capital · Manchester, NH

• • Passed Corporate Finance Institute's Financial Modeling and Valuation Analyst certification and practiced DCF and Comparables valuation methods
• • Vetted DCF, debt payment and ratio analyses, along with pro forma P&Ls and valuations of 7 multi-million-dollar real estate leads for a buy-side broker

INEX Capital · Manchester, NH

• • Analyzed roughly $1 million of subsidiary revenue for more accurate recording of transactions
• • Optimized the company loan amortization spreadsheet to return more accurate and specific annual data
• • Routinely calculated and delivered IRR and other investor metrics to equity partners in real estate portfolio
• • Developed a dashboard spreadsheet for the company to view RE control-investment positions and returns

INEX Capital · Manchester, NH

• • Performed basic bookkeeping and reviewing of company and subsidiary financial statements
• • Organization of loan agreements and RE lease documents