Professional Documents
Culture Documents
Downingtown, PA
Executive Board Student Council, Participant Junior Achievement of Delaware, Captain: Varsity Golf, All-Chesmont Athlete
RELATED EXPERIENCE
Liquor License Store, LLC. Dba The Pennsylvania Liquor License Store
Philadelphia, Pa
Broker, Director of Business Development
Summer 2016-Present
Worked with 200+ owners and attorneys to broker liquor licenses in the Commonwealth of Pennsylvania
Represented and qualified buyers and sellers while fostering relationships that lead to profit maximizing sales
Lead the firm in over $1 million worth of liquor license transactions, beating company sales record by over three times
Generated a network for deal flow that brought in an additional $1 million in outsourced work separate from brokerage
Symmetrical Investments, LLC.
Philadelphia, Pa
Associate, Junior Analyst
Summer 2016
Directly assisted Managing Partner in all business aspects including networking, deal sourcing, and database management
Spoke with 100+ domestic and international businesses in order to generate potential buyers for sell-side engagements
Value current companies to determine buy or sell decision using DCF model, comparable, and Excel Modeling
Built company recast, profit and loss, and cash flow statements to support sell side engagements
Northwestern Mutual
Philadelphia, Pa
Financial Representative Intern
Summer 2015
Analyzed and prepared financial solutions to over ten new clients throughout the internship
Trained and passed the Pennsylvania Life and Health insurance exam before starting the internship
Gained valuable experience learning how to manage a specific sales territory and network with other business professionals
Mastered excellent interpersonal skills and an effective sales cycle that helped me build a book of business.
Wall Street Boot Camp
State College, PA
Certified Analyst
Working on completing a 60-hour class which prepares several finance students for a career on Wall Street
LEADERSHIP EXPERIENCE
Global Brigades
Darien, Panama
Microfinance Volunteer
Spring 2015
Spent one week assisting in a 475% expansion and diversification of a rural bank in Darien, Panama
Developed a savings competition to foster a culture of savings increasing the total Fund balance by 583%
Fostered relationships with families in the community through cultural activities and house visits
Penn State THON TRI STATE
State College, Pa
Corporate Relations
Fall 2015 Spring 2016
Spoke directly with companies to facilitate different fundraising events that supported the Four Diamonds Fund
Set up events and team building activities to foster a team atmosphere and encourage organization members
Penn State Club Golf Team
Member
Competed on a 16-man golf team that traveled and played in different NCCGA tournaments.
TECHNICAL SKILLS
Microsoft Office (Excel, PowerPoint, Word), Salesforce CRM, Zoho CRM, Dropbox
USGA 6 Handicap