Professional Profile

Proven track record in wealth management through professional experience at William Blair & Company, supporting client meetings and leading a team to top-3 performance in the Portfolio Challenge. Known for combining technical expertise with relationship-building skills developed while serving high-net-worth clients.

Based in Winston-Salem, North Carolina, USA.

Worked With

Education

Economics major at Wake Forest University with minors in Entrepreneurship and Psychology; Dean’s List all semesters.

Wake Forest University

Bachelor of Arts in Economics

Minors in Entrepreneurship & Psychology

Expected End Date - May 2027

Winston-Salem, North Carolina, USA

• Cumulative GPA: 3.7/4.0 (Dean's List All Semesters 

• Relevant Coursework: Financial Markets, Macroeconomics, Investment Analysis, Behavioral Economics

Wealth Management Experience

Hands-on experience in portfolio management, equity research, and financial analysis through competitive internships and student investment roles.

Private Wealth Management Intern, Summer 2025

William Blair & Company

June 2025 - August 2025

Chicago, Illinois, USA

• Supported the Heartland Wealth Management Group in client and investor meetings by preparing customized reports, portfolio reviews, and investment proposals

• Delivered financial analysis and investment research using FactSet, Wealthscape, and Value Line, contributing to portfolio construction and asset allocation strategies

• Led a 9-person team in William Blair’s Portfolio Challenge, developing and presenting customized portfolio solutions for a $50MM mock client; placed among the top 3 teams

• Introduced and implemented LinkedIn Sales Navigator for the Heartland Team, streamlining prospecting workflows and enabling more targeted outreach, contributing to an increase in client engagement AUM

Senior Analyst

Wake Investment Fund - Wake Forest University

September 2023 – Present

Winston-Salem, North Carolina, USA

• Selected as one of 20 students to manage student-run investment $300K+ AUM portfolio 

• Lead Healthcare and Biotechnology Industry Group, conducting comprehensive sector analyses and presenting investment theses resulting in two successful stock selections 

• Perform discounted cash flow modeling, comparable company analysis, and technical analysis to identify investment opportunities 

• Analyze fixed-income securities, including yield curve dynamics, credit quality assessment, and bond valuation using Excel

Professional Experience

Proven track record in business development, strategic outreach, and client service across startups and luxury hospitality.

Business Development Intern

Skayle 360

June 2024 – August 2024

Boston, Massachusetts, USA

• Generated 35+ qualified leads through strategic LinkedIn outreach campaigns targeting C-suite executives 

• Implemented multi-channel prospecting strategy resulting in 25% increase in sales pipeline 

• Analyzed customer acquisition metrics to optimize outreach strategies, improving response rates by 15% 

• Collaborated with marketing team to create compelling sales materials for high-value client presentations

Co-Founder

Rally 4 Racquets

March 2021 – August 2023

Providence, Rhode Island, USA

• Founded and scaled community initiative that donated 700+ tennis racquets to children in underserved areas 

• Established and managed partnerships with 8 tennis organizations, implementing equipment donation infrastructure 

• Developed financial tracking system to monitor program growth and impact metrics

Assistant Tennis Professional

Rally 4 Meadowood Napa Valley

June 2023 – August 2023

St. Helena, California, USA

• Coordinated high-touch client services for 150+ high-net-worth members at luxury resort 

• Cultivated professional relationships with diverse clientele, enhancing member retention

Leadership & Campus Involvement

Active in professional fraternities and student-led initiatives, with a focus on business leadership and community impact.

Active Brother

Alpha Kappa Psi Professional Business Fraternity

September 2023 – Present

Winston-Salem, North Carolina, USA

• Selected as 1 of 30 students from a pool of 250 applicants to join business fraternity 

• Developed professional network with alumni in investment banking, private equity, and wealth management 

• Engaged in community impact initiatives including Project Pumpkin and Hit The Bricks

Member

Dow Jones Club,

September 2023 – Present

Winston-Salem, North Carolina, USA

• Participate in weekly market discussions and investment strategy sessions 

• Collaborate with peers on mock portfolio management and stock pitch competitions

Technical Skills

Skilled in Excel for financial modeling and data analysis, including DCF and pivot tables. Experienced with Bloomberg Terminal, portfolio optimization, and financial statement evaluation.