and ambitious professional, offering solid credentials and strengths in finance
and investments. Offers the ability to identify solutions and improve efficiency. Recognized for building
productive relationships with clients and developing a network which contributes to the growth and development of the company,
with excellent interpersonal and time management skills. Exceptional attention
to detail with accuracy, strong written and verbal skills with the
ability to multi-task and work successfully in teams.
S&P Global Market IntelligenceNew York, New YorkPrivate Equity Research Associate01/2016 to Current
A part of a global team that conducts research, analysis and validation of Private Equity firms' data on the Capital IQ platform and gathering fund performance data from Pension Fund firms that is used for research and analysis on the platform which is viewed internally and externally.
Responsible for data validation for 2000+ Private Equity and Venture Capital firms in the North American regions.
Only researcher on the team to cover and gather fund performance data from Pension Funds covering North America, South America, Africa, Asia, Europe, and the UK.
Written analysis reports on Pension Funds and the Freedom of Information Act (FOIA) which is used to obtain the fund performance data; these reports are used by the global Private Equity Research team for a better understanding on the gathered data.
Ad-Hoc projects completed in a timely manner.
New York Life Insurance CompanyNew York, New YorkAsset Management Intern01/2014 to 01/2015
Developed outreach strategies to maximize brand exposure and secure new clients; establish and maintain a major client network, resulting in an increase in revenues and referrals.
Manage and maintain client portfolios and initiate up-selling strategies.
Deliver expert-level financial and investment guidance to clients; analyze needs, present value-added solutions, promote fixed income annuity, 401(k)s and life insurance, and successfully close new sales.
Overcome strong objections and present rebuttals to maximize results; effectively communicate and introduce the benefits of products, including life insurance, and secures business from the prospects.
Leading financial seminars and presentations in public schools and with affluent clients offering solutions that is guaranteed to satisfy their financial needs.
Education and Training
Bachelor of Science:Business Management / FinanceMay 2015Saint Francis College, New YorkBusiness Management / Finance