cb123 (2022-2023)

Member of the Finance & Investment Club- this organization served as a networking forum between students and members of the finance industry, highlighting the opportunities available in the individual firms. As a member of this organization, I assisted in the networking forums and helped connect Northeastern alumni to current students. (Approximately 3 hours a week).

Chief Investment Officer and Coach for the Inter-Disciplinary Entrepreneurship Accelerator (IDEA)- this is a student-run organization that provides business development services and funding for Entrepreneurs, designed to accelerate the progression of their ideas and ventures. I helped develop the initial funding model used to present to investors which allowed IDEA access to twenty thousand dollars, I also served as a coach helping the individual ventures with their financial's. (Approximately 8 hours a week).

Member of Beta Alpha Psi (Finance & Accounting Honors Society)- this organization exposes students to various speakers in the finance and accounting field, and serves as a networking forum as well. As an active member of this organization, I participated in the networking events and helped the Executive Board with administrative issues. (Approximately 5 hours a week).

Hercules Technology Growth Capital Boston, MA
Financial Analyst January 2009- June 2009
%u2022 Conducted due diligence of potential portfolio companies in the technology and life sciences industries.
%u2022 Analyzed financial statements in order to assess the economic health of companies.
%u2022 Structured deals by writing investment memorandums and drafting term sheets.
%u2022 Evaluated the credit risk of potential portfolio companies through various valuation analyses.

Federal Reserve Bank of Boston Boston, MA
Safety & Soundness Bank Examiner January 2008- June 2008
%u2022 Researched various legal, regulatory and safety and soundness issues and provided recommendations for best practices.
%u2022 Analyzed the financial condition of institutions to make sure they are in compliance with the Reserve system requirements
and provided written interpretations.
%u2022 Investigated bank%u2019s observance with the Patriot Act, Bank Secrecy Act/Anti-Money Laundering and Community
Reinvestment Act and prepared necessary forms for violations.

MFS Investment Management Boston, MA
Portfolio Compliance Analyst January 2007- June 2007
%u2022 Monitored limits set forth by the SEC and IRS for diversification testing of specific mutual funds.
%u2022 Reviewed prospectuses and SAIs to determine which internal and external limits apply, with a focus on international funds.
%u2022 Assisted with a merger by engaging in beta testing and conducted due diligence to ensure compliance.