About
I am currently double-majoring in Finance and Economics at the College of William & Mary and entering the Raymond A. Mason School of Business in Fall 2026. I am interested in developing strong analytical and strategic problem-solving skills through finance, consulting, and business strategy. My professional experience includes working as a Corporate Finance & Sales Intern at Equitable, where I supported retirement planning and investment operations by assisting with annuity and brokerage account setup, managing client data in Salesforce, and helping restructure thousands of client accounts. Through this experience, I gained exposure to financial products such as annuities, retirement plans, and life insurance while strengthening my understanding of client-facing financial services. I have also developed analytical skills through coursework and hands-on experience with tools such as Excel, Bloomberg Terminal, Salesforce, and Morningstar. Previously at Lehigh University, I contri…
Experience
Vice President Finance
William & Mary Consulting Club · Williamsburg, VA
Present
• Oversee the club’s financial operations, including budgeting, expense tracking, and resource allocation • Develop and manage the organization’s budget to ensure efficient use of funds across initiatives • Collaborate with leadership to support strategic decision-making and organizational growth • Evaluate financial feasibility of initiatives and support planning for fundraising efforts • Maintain financial transparency by tracking expenditures and managing reimbursements
Consultant – Green & Gold Strategy
William & Mary Consulting Club · Williamsburg, VA
Present
• Selected through a competitive recruitment process including a written application, technical case interview, and behavioral interviews • Serve as a consultant within Green & Gold Strategy, a client-facing consulting program that works with startups, nonprofits, and local businesses • Collaborate with a team to analyze business challenges and develop strategic, data-driven recommendations for clients • Conduct market research, competitive analysis, and financial analysis to support client deliverables • Present structured insights and strategic solutions to clients and internal leadership • Develop consulting skills including structured problem-solving, client communication, and strategic analysis
Facilitator in Training
Tribe Innovation · Williamsburg, VA
Present
- Will support innovation workshops focused on design thinking, collaboration, and problem-solving - Will assist in guiding teams through ideation, prototyping, and implementation processes - Will develop facilitation and leadership skills to drive creative and strategic solutions - Will contribute to fostering an inclusive and dynamic innovation environment
Member of Alpha Kappa Psi
Alpha Kappa Psi · Williamsburg, VA
Present
• Participating in professional development workshops focused on finance, consulting, networking, and career preparation • Collaborating with peers on case studies, business strategy exercises, and mock interviews to strengthen analytical and problem-solving skills • Building a professional network with members and alumni across industries including consulting, finance, and technology • Developing leadership, teamwork, and communication skills through fraternity programming and collaborative projects
Wealth Management & Investment Intern
Equitable · New York, United States
• Shadowed colleagues in the account setup process, gaining exposure to platforms such as ClientWorks and FireLight, and learned the data requirements for investment and annuity accounts. • Observed trading operations on actively managed portfolios and learned to assess discretion status prior to execution. • Assisted with Broadridge integration by organizing over 4,000 accounts into household groups and generating performance reports for client meetings. • Observed trading operations on actively managed portfolios and learned to assess discretion status prior to execution. • Maintained and updated master Excel databases of new hires and supported communication initiatives regarding retirement benefits (403(b)/457 plans).
Program Advisor
• Provided strategic guidance and mentorship to participants, supporting the development of business ideas and project execution • Served as a resource for financial, operational, and strategic questions, helping teams refine their approaches • Assisted in evaluating business concepts and offering feedback on feasibility, growth potential, and implementation • Collaborated with leadership to support program initiatives and enhance participant experience
Chief Executive Officer
• Led workshops for 150+ students, managing a team of 30 members to ensure successful execution. • Orchestrated the statewide PitchNJ competition, attracting over 100 participants and offering a $2000 prize.
Front Desk Representative
Knolls Indoor Tennis · Parsippany, NJ
• Managed front desk operations including member check-ins, court reservations, and scheduling for a high-traffic indoor tennis facility • Provided customer service by assisting members with questions, program registrations, and facility information • Processed payments and handled daily administrative tasks such as phone inquiries, scheduling updates, and record keeping • Supported overall facility operations by coordinating with coaches and staff to ensure smooth scheduling and member experience • Maintained a welcoming and professional environment for members, guests, and junior program participants
Financial Planning Intern
TPS FINANCIAL · Jefferson, NJ
• Collaborated with the marketing team to develop client outreach materials targeting the K–12 education market and assisted in preparing onboarding packets for new employees • Supported a client marketing initiative by contacting clients to communicate updates to payroll deduction options and documenting outcomes for financial advisors • Coordinated with compliance and marketing teams to ensure all distributed materials met regulatory standards and accurately conveyed client information • Gained exposure to financial services operations, retirement planning processes, and client relationship management • Strengthened professional communication, organizational, and Excel-based data tracking skills through day-to-day operational support
Smithsonian Morris Muesam Ambassador
• Facilitated interactive invention activities for children ages 5–12 and their families as a Spark!Lab Ambassador at the Morris Museum • Guided young visitors through hands-on design challenges that encouraged creativity, critical thinking, and problem-solving • Set up, organized, and maintained invention activity stations to ensure engaging and accessible learning experiences • Engaged with families and visitors to explain the invention process and support collaborative experimentation • Fostered a welcoming, educational museum environment that promoted curiosity and innovation • Strengthened communication, teaching, and community engagement skills through direct interaction with diverse audiences
Montville Varsity Tennis Captain
Montville Township High School
• Led the Varsity Girls Tennis Team by mentoring teammates and setting standards for teamwork, discipline, and sportsmanship • Helped organize team practices and support match preparation alongside coaching staff • Collaborated with coaches to develop match strategy and maintain strong team morale • Represented the team during competitions and school events, promoting a positive and competitive team culture • Strengthened leadership, communication, and time-management skills through team coordination and mentorship
New Jersey Lieutenant Governor Key Club
• Served as liaison between the New Jersey District Board and Division 16 clubs, supporting communication and coordination across chapters • Led monthly divisional meetings for club officers focused on leadership development and service initiatives • Organized and supported community service projects aligned with Key Club’s mission of leadership through service • Collaborated with district board members to implement district-wide initiatives and events • Mentored student leaders and provided guidance to strengthen club operations and community impact
Education
William & Mary
Finance and Economics Minoring in Psychology
Lehigh University
Bachelor of Science - BS, Finance, General
Fairleigh Dickinson University
Dual Enrollment
Montville Township High School
Morris County School of Technology
Academy For Finance and International Business
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