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