Notable Transaction Experience:
Factset / Idaciti (2023)
Veriti / First Trust (2022)
Vanguard / JustInvest (2021)
State Street / Mercatus (2021)
Institutional Shareholder Services / Rainmaker Group (2021)
Prudential / Green Harvest Asset Management (2021)
Prior Work Experience:
Marlin & Associates, Associate
Kerburn Rose, Analyst
Accenture, Analyst
Education & Affiliations:
George Mason University, BS in Finance