Coordinated fundraising efforts for AI, robotics, and blockchain-focused venture funds, partnering with investment teams to develop investor-facing materials that communicated fund theses, investment strategies, and market opportunities.
Prepared post-fund analyses and presentations evaluating fundraising performance and investor engagement trends.
Supported the launch of the AI First Fund, helping the team exceed fundraising targets by approximately 30%.
Financial Advisor
Keenan Financial
Boston
08.2024 - 12.2024
Developed tailored financial plans, incorporating investment strategies, retirement planning, and risk management to meet client goals
Utilized HubSpot's CRM to prospect and manage client interactions, tracking outreach efforts to support business development
Passed the Series 65 examination, demonstrating expertise in investment advisory and fiduciary responsibilities
Education
Bachelor of Arts - Economics
Dartmouth College
Hanover, NH
06-2024
Tuck Business Bridge Program -
Tuck School of Business At Dartmouth
Hanover, NH
07-2023
Certification
CFA Program Level II Candidate (May 2026 exam; results pending)
Custom Section 3
The Hole in the Wall Gang Camp - Volunteer | Summer 2024
North End Little League - Volunteer Coach | Summer 2025