Aug 2021 – Jun 2024 · 2 yrs 10 mos · Delray Beach, Florida, United States

• Co-engineered a portfolio that has outperformed (max drawdown & total return) the S&P 500 since January 2004.
• Co-managed a $200 million multi-asset portfolio through a complex bull to bear market transition in 2021 - 2022 during an unprecedented interest rate hiking cycle.
• Executed tactical portfolio allocations and rebalancing through due diligence, technical analysis and data modeling.

Apr 2021 – Aug 2021 · 4 mos

• Assisted the CEO in team member interviewing, onboarding, and development.
• Created financial models by using Python, SQL, PostgreSQL, AWS, Microsoft Access, and Microsoft Excel to support investment banking origination efforts concerning valuations and capital raising.
• Researched and analyzed financial data from filings and offering documents for due diligence and decision support.
• Conducted preparation and review of materials used in the financing of clients, including investment memoranda.
• Performed due diligence, research, analysis, and documentation of live transactions.
• Tracked and analyzed financial results to support corporate planning and forecasting.
• Affinity for current events, critical issues, and relevant news.

Feb 2021 – Apr 2021 · 2 mos

Oct 2020 – Jan 2021 · 3 mos

Dec 2020 – May 2021 · 5 mos

• Strategized innovative and profitable long/short, event driven, relative value, equity, and global macro investments.
• Conducted portfolio optimization through data-driven backtesting and executed Value at Risk (VaR) calculations.
• Maximized risk-adjusted absolute portfolio returns by deploying scrupulous short selling, leverage, and hedge ratios.

Jun 2020 – Sep 2020 · 3 mos

• The Executive Board created this position for me after hearing my Harvard Extension Student community value-add initiatives for the 2020-2021 academic year.

May 2020 – May 2021 · 1 yr

• Elected by the student body to serve on the Harvard Extension Student Association Executive Board as the Director of Finance.

Jun 2019 – Jan 2021 · 1 yr 7 mos

• Graduated with Honors from Harvard University's Graduate School Program while earning my Master's Degree in Finance with a specialization in Alternative Investment Management.
• Investment-specific grades achieved (GPA in top 5% of class, 4.0, among these cumulative courses): Financial Accounting Principles, Investment Theory & Applications, Corporate Finance, Alternative Investment Management, Financial Statement Analysis, Business Analysis and Valuation, Hedge Funds: History, Strategies, and Practice, and Global Macro Hedge Funds - all "A's".
• Investment Thesis Presentation Weekend grade awarded - A. Long, timed-entry thesis concluded as an accurate analysis and correctly hypothesized valuation/price movement.
• Alternative fund recommendation to Harvard endowment's Harvard Management Company (HMC) presentation weekend grade accomplished - A.
• Accepted Harvard/MIT 2020 Case Competition participant. Chosen to represent Harvard Graduate School as a Senior Business Consultant.
• Hedge Funds: History, Strategies, and Practice - Weekend Residency Presentation grade attained - A.
• Hedge Funds: History, Strategies, and Practice - Final Individual Report grade achieved - A. The Professor and Hedge Fund Manager asked permission to use my Final Individual Report as a template to show future students what an "A" Final Individual Report looks like.
• Hedge Funds: History, Strategies, and Practice - Certificate of Awesomeness recipient.
• Dean's List Academic Achievement Award (Honors) Recipient (GPA 3.82).
• 2020 United Kingdom 1st Formations Business Scholarship Award recipient (only 1 of 2 scholarship recipients selected amidst a candidacy pool of approximately 300).
• Niche.com's May 2020 Graduate School Student Scholarship Award recipient (The only scholarship recipient selected amidst a candidacy pool of approximately 2,000).
• Nationally recognized and invite-only Honor Society Foundation membership recipient.
• Professional Graduate Certificate - Corporate Finance.

Jun 2020 – Dec 2020 · 6 mos · New York, New York

• Contrived a personal ESG portfolio that forecasted a 108.13% annualized expected return.
• Created and managed a sustainability investing contest on an international investing platform.
• Established and back tested the contest’s sustainability benchmark portfolio versus the MSCI ACWI Index by performing thorough ESG security universe due diligence and analysis.

Dec 2019 – Apr 2020 · 4 mos · New York, New York

• Achieved a portfolio overall return of 41.63% and a Sharpe Ratio of 3.30 in only 6 weeks.
• Best Performing Portfolio Manager Award Recipient (only contestant out of 400+ world-wide participants to attain this accolade).
• Entered the Global Investing Contest’s Ambassador Program to become a future mentor, judge, and interviewer.
• Enrolled into the Global Young Leader Fellowship by sponsors Larson Education and ACME Society based on merits of outstanding experience and leadership.
• 2021 Omaha Summit in conjunction with the Berkshire Hathaway Annual Shareholders Meeting sponsored attendee.

Feb 2019 – May 2019 · 3 mos · Phoenix, Arizona Area / Atlanta, Georgia Area

• Privately held, full-service steel fabrication and erection business specializing in metal commercial buildings and covered parking structures
• Executive Consultant, C-Suite
• Recruited by President/CEO into an interim assignment to gain valuable C-suite access, executive coaching experience, and strategic insights in preparation for full-time Master's in Finance Graduate Degree Program at Harvard University.
• Assisted the CEO, COO, and CFO in accomplishing an immediate month-over-month net income growth of 1,204%.
• Supported the executive team in expeditiously improving top line performance by 210%.
• Maintained an in-depth understanding of the company organizational design and culture.
• Advised C-suite on potential vulnerabilities and opportunities. Took on special projects at the request of CEO and COO.
• Devised high-impact solutions to drive company’s success in achieving/exceeding forecasted year-over-year sales and margin growth.

Jul 2017 – Feb 2019 · 1 yr 7 mos

• Privately held chain of fitness clubs; 140+ clubs nationwide)
• Finance Manager & Management Consultant, Atlanta, GA, July 2017 – February 2019
• Successfully spearheaded more than $18 million dollars in total annual budgets; multiple financial performance records broken and set.
• Recruited, interviewed, hired, coached, and led teams totaling 850+ employees in 5 locations around the United States.
• Selected to leverage reputation as a recovery subject matter expert in driving process discipline and management best practices as well as operational/service excellence across a 260-member understaffed and underperforming team. Held accountability for P&L, recruitment/hiring, payroll, HR and employee relations, growth strategy, analytics, strategic communications, crisis management, mentoring/coaching, and training/education.
• Created an organizational culture driven by emotional intelligence and the metrics-driven utilization of human capital.
• Quickly responded to sales and business development opportunities; strategically scaled teams to drive growth.
• Served in a Chief of Staff capacity, providing Senior Area Director with valuable insights and recommendations.
• Conducted financial forecasting to ensure an in-depth understanding of revenue accrual, margins, and labor optimization.
• Recruited, interviewed, and hired high-potential talent. Carefully monitored staffing trends, leadership potential, and team dynamics. Trained, coached, and developed cross-functional teams across functional areas.
• Pioneered and implemented a profitability calculator that algorithmically determined the gross amount of sales revenue each team member had to achieve for their sales revenue to outweigh their labor accrual.
• Achieved same-store sales growth record for 16 consecutive months, the longest streak in location history.

Mar 2015 – Jun 2017 · 2 yrs 3 mos

• Finance Manager & Management Consultant, North Scottsdale, AZ/Gilbert, AZ, March 2015 – June 2017
• Accepted opportunity to lead the turnaround of 2 geographically and culturally disparate Phoenix operations. Worked with 4 GMs over 2+ years. At each location, held accountability for performance of 250+ team members serving 12K+ members. Oversaw P&L, recruitment/hiring, payroll, HR and employee relations, growth strategy, analytics, strategic communications, crisis management, mentoring/coaching, and training/education.
• After ensuring the performance-driven focus of the Scottsdale team—a workforce that supported an upscale community, turned focus to the Gilbert location situated in a lower-income Phoenix suburb.
• Implemented daily financial reporting, daily e-mail communication, weekly forum to provide all employees visibility to performance against forecasts, and “60-Second Manager” interactions when needed.
• Creative and operational voice behind a human capital strategy that focused on the recruitment and retention of candidates who envisioned entry- and lower-level positions as gateways to long-term career success.
• Led the Gilbert club to outperform all financial and event performance metrics in the location’s history.

Dec 2011 – Mar 2015 · 3 yrs 3 mos

• Assistant Finance Manager & Management Consultant, Boca Raton, FL, December 2011 – March 2015
• In the midst of Life Time’s acquisition of Lifestyle Family Fitness, recruited by Life Time to strengthen growth of a top-performing Boca Raton team. Within 7 months, advanced from Nutrition Program Finance Lead to Assistant Finance Manager. Successful in influencing the performance of a 200+ team members serving 5K+ members. Contributed to recruitment/hiring, training, forecasting, and performance tracking.
• Quickly assimilated within a performance-driven, high-energy team of professionals.
• Positioned team to outperform all monthly sales goals.
• Secured the #1 sales ranking across an international team of ~7,000, which directly resulted in a strategic promotion and relocation to lead the turnaround of two underperforming Arizona locations.

Jan 2011 – Jan 2011 · 0 mo · Columbus, Ohio Area