“End-to-end investment analyst driven to underwrite, model, and manage deals across asset classes, from diligence to disposition.”

Experience

AMR, Wellington, FL 2020-2025

Investment Analyst: Engaged to create long-term value over a 5-year period with the goal of positioning the company for sale. Key items included:

  • Strategic Financial Audit

  • Environmental Scan and Market Research

  • Strategic & Tactical Growth Plans

  • Buy-Side Analysis for Add-On Acquisitions

    • Valuation (DCF)

    • Return Modeling (Pro Forma)

  • Sell-Side Advisory

    • Preparation & Strategy

    • Valuation & Pricing

    • Marketing the Firm

    • Transaction Management

    • Negotiation & Closing

    Key Results

  • Completed 3 Acquisitions

  • Increased Sales by 350%

  • Increased Net Revenue by over 600%

  • Achieved 3.5x MOIC

  • Lead the Successful Exit Process, currently under contract

Education

Masters of Business Administration, 2025

Palm Beach Atlantic University

Member: Beta Gamma Sigma Honor Society

Member: PE & VC Investment Club

B.S. Business Administration, 2023

Palm Beach Atlantic University

Cum Laude

Certifications

Wall Street Prep: Real Estate Financial Modeling (in progress)

Outside Interests

Private Pilot: I have a passion for flying and enjoy piloting small planes, especially a Piper Arrow. It’s small, agile, and a lot of fun to fly.

Golf: I love golf because it presents the opportunity to get 4 friends, associates, or total strangers together and enjoy the outdoors. My favorite format is playing a scramble, where we turn an otherwise individual sport into a team sport.

Art: I enjoy attending museum events and gallery openings. I have an affinity for modern and contemporary works and am always on the search to add artists to my collection.