Jul 2023 – Jul 2024 · 1 yr · Toronto, Ontario, Canada

• • Private Equity Real Estate ($23B in AUM)

Jan 2023 – Present · 3 yrs 3 mos

• High finance career consulting (6-figures+).
• Helped 300+ students globally (US, UK, CAD, etc.)
• Select placements: Morgan Stanley (NYC), BoA (NYC), RBC, TD (IB), Scotiabank (IB & S&T), Dawson Partners (PE x2), BMO, Lincoln International (LA), Raymond James (IB), Deloitte, Dream Unlimited, BCI, Quadreal, Newpoint Partners (IB), The Shaughnessy Group (IB), Hurcelean Group (IB), Peakhill Capital (RE), Avenue Living Asset Management (AM), KMPG (Deals), Private Family Office
• Real estate investments

May 2022 – Aug 2022 · 3 mos · Toronto, Ontario, Canada

• • Mergers & Acquisitions

Dec 2021 – Mar 2023 · 1 yr 3 mos

• Real estate investment organization
• Publicity and youth engagement

Sep 2021 – Apr 2022 · 7 mos · Toronto, Ontario, Canada

• • Private Equity Real Estate ($23B in AUM)

May 2021 – Aug 2021 · 3 mos · Ottawa, Ontario, Canada

• • Real Estate Private Equity

Jan 2021 – Apr 2021 · 3 mos · Ottawa, Ontario, Canada

• Execution of M&A financial due diligence for private equity and strategic corporate clients
• Performed financial due diligence on acquisition targets, closing ∼$170M in M&A deals
• Developed 17+ complex valuation, working capital, and EBITDA normalization models in Excel

Jun 2020 – Jul 2021 · 1 yr 1 mo · Canada

• Academic services

Jun 2020 – Jul 2020 · 1 mo · Ottawa, Ontario, Canada

• Financial assurance services for publicly traded and NFP companies in various industries
• Completed 15+ deliverables (i.e. cash flow analysis, revenue projections, and bank recs)
• Enhanced accounting and finance competencies by examining the financial statements of 3 public companies

May 2020 – Jul 2021 · 1 yr 2 mos · Ottawa, Ontario, Canada

• FIG coverage group, analyzing banks, asset managers, and REITs
• Successfully planned and executed 3+ industry reports and stock pitches
• Analyzed industry trends, competitive advantages, financials, and valuations for investment recommendations

May 2020 – Jul 2020 · 2 mos · Ottawa, Ontario, Canada

• • Investment banking

Jan 2020 – Apr 2020 · 3 mos

• • Selected as part of the 2020 cohort, receiving professional mentorship from an experienced investment banker

Sep 2019 – Apr 2020 · 7 mos

• Executed various internal audit projects
• Performed detailed due diligence over 6 international travel transactions and identified key risks
• Developed a data analytics strategy for the internal audit department
• Meet with clients on a regular basis

May 2019 – Aug 2019 · 3 mos

• Managed large volumes of data in Excel and GX Financial
• Prepared contract documents for internal audits
• Successfully executed 15+ contracts
• Executed contracts with various suppliers including Big 4 firms

May 2019 – Apr 2020 · 11 mos · Ottawa, Ontario, Canada

• Developed and maintain a database of members, firms, associations, and alumni
• Created feedback forms for 360 executive performance evaluation
• Built rapport with students, professors, and alumni

Apr 2019 – Apr 2020 · 1 yr

• Attended CPA Ontario meetings
• Managed a $1,000 budget
• Planed and executed 6+ events throughout the year
• Promoted and recruited students for CPA Ontario events
• Promoted the CPA designation through on-campus initiatives

Sep 2018 – May 2019 · 8 mos

• Participated in University of Ottawa CPA Ontario events
• Supported the Board of Ambassadors
• Promotion of the Post-Secondary Ambassador Program (PSAP)
• Increased membership count by 20+ students
• Assisted in the execution of CPA Ontario events
• Interacted with students, clubs, and staff at the University of Ottawa

Jan 2019 – Jul 2021 · 2 yrs 6 mos

• Helping students land their 6-Figure dream finance job through mentorship services
• Student’s placements: TD (IB), Scotiabank (IB & S&T), Dawson Partners (PE), RBC (ER), BMO, Morgan Stanley, Lincoln International (LA), Raymond James (IB), Newpoint Partners (IB), The Shaughnessy Group (IB), Hurcelean Group (IB), Family Office, Avenue Living Asset Management (AM), KMPG (Deals),

Sep 2018 – Apr 2019 · 7 mos · Ottawa, Canada Area

• Represent first-year students at events
• Responsible for all work delegated by the President and VPs
• Received $650 in sponsorship funds from the Telfer Career Center in exchange for creating 8 promotional
• videos

May 2018 – Aug 2018 · 3 mos · Ottawa, Canada Area

• Maintained the courts and clubhouse
• Managed 150+ membership registrations
• Interacted with club members to address any questions or concerns
• Assisted in the execution of the tennis club's yearly barbecue