I am passionate about people and finance. In that order.
Specifically, I'm passionate about ethics in the financial sector!
Location
New York City, NY
Monroe Township, NJ
Education
C
CUNY Bernard M Baruch College
September 2021 - May 2024
degree
Bachelor's
major
Finance
M
Monroe Township High School
Work Experience
B
Baruch Investment Management Group
Financial Analyst, Energy Team
New York, NY, US
August 2020 - present
company
Baruch Investment Management Group
title
Financial Analyst, Energy Team
overview
- Conduct fundamental analysis on potential investments for a student-run portfolio currently worth over $550k AUM
- Develop pitch decks with a company and industry overview, investment rationale, and valuation and present to 45+ members
- Value companies building Three Statement Models, Discounted Cash Flow Analysis, and Comparable Companies Analysis
- Companies: Kinder Morgan (KMI), Vistra Corp. (VST) voted into the fund, Canadian Solar (CSIQ