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

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