Certifications
CFA Level I Candidate — Results expected Oct 2025
Education
Vassar College
B.A in Economics and Computer Science with Applied Mathematics Minor
Expected May 2026
GPA: 3.92
Relevant Courses
Financial MarketsGame TheoryStatistical ModelingValuationCorporate FinanceAccounting
Experience
Equity Analyst Intern· Franklin TempletonShort Hills, NJ · Jun 2025 – Aug 2025
- Authored initiation reports on Clorox and McCormick (5-yr EPS forecasts, P/E valuation) used in Franklin Mutual research.
- Covered earnings for 7+ consumer-staples names; updated models, EPS forecasts, and price targets used in positioning.
Analyst & Co-founder· Everest AdvisoryRemote · May 2025 – Present
- Published energy sector reports (hydro, solar, grid) on regulation, financing structures, and investment opportunities.
- Built project trackers/briefings; 50+ downloads month one and ~200 monthly visitors sustained.
Economics Research Assistant· Vassar Economics DepartmentPoughkeepsie, NY · Nov 2024 – May 2025
- Parsed 300+ SEC filings for major U.S. airlines (2015–2022); structured financial & CapEx data for pricing research.
Research Analyst Intern· FreeCap Financial IncWashington, DC · Jun 2024 – Aug 2024
- Applied quantitative framework rating S&P 500 companies across seven ESG metrics tied to the prison-industrial complex.
- Built exposure dataset used in selection for the FreeCap BITA Decarceration Index (FREEIN).
Research Analyst Intern· Walden Environmental Consulting PLLCOyster Bay, NY · Apr 2023 – Jun 2023
- Mapped opportunities from NY's CLCPA into client advisory on transition risks/services.
Projects
Leadership & Activities
Buy-Side Analyst· Harvard Global Case Competition
Investment Analyst· Vassar College Sustainable Investment Fund ($50k)
Skills
BloombergFactSetAdvanced ExcelFinancial ModelingValuationPythonStatistical ModelingPowerPoint
Interests
SailingEconomy of PiratesTennisChessSoccerBehavioral EconomicsPrediction Markets