Finance concentrator with three consulting engagements and investment research experience. I take messy problems apart and put them back together as clear recommendations.
Analyzed a fictional household case, examining portfolio allocation and retirement, education and real estate goals. Developed 25-year retirement projections forecasting a $4.8M portfolio, proposed reducing concentrated stock exposure from 37.4% to 10%, and presented the strategy to a practicing finance professional.
Same approach on a table of loose pieces as on a messy client question.
Frame the problem first: scope, constraints and what a finished answer looks like.
Segment the mess into customers, competitors and data sources so patterns show up.
Work in parallel workstreams and test early guesses against what the pieces say.
Pull the sections together into one clear recommendation a client can act on.
Open to consulting and financial consulting roles starting January 2027. Based in Boston, MA. Open to relocation.