About Me
I’m a young finance professional with a passion for solving business problems at the intersection of strategy, technology, and people. I recently completed my Master in Management at Northwestern University’s Kellogg School of Management, where I received the Dean's Scholarship. Prior to Kellogg, I earned my BS in Finance from Wake Forest University, where I was also named one of Poets & Quants’ Top 100 Undergraduate Business Majors.
Outside the classroom, I competed as a Division 1 baseball player at both Wake Forest and Northwestern. Playing at that level taught me discipline, resilience, and teamwork, qualities that continue to shape how I approach both professional challenges and long-term goals.
Professionally, I’ve gained experience across investment management, wealth management, and AI consulting. At Verger Capital, I developed research-driven investment recommendations that influenced portfolio decisions. At Morgan Stanley, I streamlined client portfolio reporting and built a financial planning capstone project. Most recently, I’ve been working with BrightOrg Services on a research project exploring how artificial intelligence can transform consulting workflows and client deliverables.
Looking ahead, my long-term vision is to build a company of my own, where I can combine my finance foundation, consulting experience, and growing expertise in AI. I’m especially interested in opportunities to use automation and data intelligence to help organizations make smarter, faster decisions.
Projects & Insights (More to Come)
From Baseball to Business
Division 1 athletics taught me to thrive under pressure, embrace constructive feedback, and lead diverse teams. These lessons directly transfer to high-stakes business environments where split-second decisions and collaborative execution determine success.
AI in Consulting
In my research project with BrightOrg Services, I am focused on how AI can be embedded into consulting workflows to improve process efficiency and team productivity. I am testing tools that automate tasks like presentation building, research synthesis, and data visualization, which can help reduce repetitive work and free up time for higher-value analysis. Additionally, I am creating agentic solutions to automate workflows and work alongside BrightOrg consultants. Beyond efficiency gains, the project highlights how AI can be used to upskill teammates by making advanced tools more accessible, ultimately enhancing both the speed and quality of client deliverables.
Resume/CV
