It’s great to have you here,

Through the last several years i’ve had the opportunity to spend time and work with an exceptional range of individuals across many tiers of finance which have been empirical in informing my career aspirations.

Starting out, I had the opportunity to spend a summer in Fort Wayne, Indiana at Gladieux Energy’s transmix facility, at a time where I thought a career chemical engineering was where my passions lied. Working at the refinery, I grew curious in the trading and operational aspects of the facility, and the  following summer I joined the private equity firm (Postlane Partners) which held interest in the facility and resultantly motivated my decision to transfer to WashU following my freshman year as an engineer.

Once more, I returned to Postlane in Connecticut, splitting time between the firm and a newly acquired midstream energy asset with the firms port-co CrossBridge Energy. My time at CrossBridge gave me a broader view of credit balancing and taught me to seek arbitrage and think creatively in structuring debt and equity solutions. I worked with our creditors and internal finance team, and sat beside our CFO in observing the board during the refinery’s refinancing. In addition, working with the trading and operations team, I developed  reports for shareholders, encompassing details ranging from current crack spreads to full year output sensitivity analysis. The client-facing experience gave me insight into the expectations of institutional investors and the broader market forces that drive debt issuance and commodities product pricing, particularly in capital-intensive industries. In the same summer, I worked closely with our banking partners on the sale of Gladieux energy to Sunoco, watching the firm’s partners’ arbitrage vision become a reality through the exit. The culmination of these experiences helped inform a love for the esoteric products and arbitrage valuation side of finance.

Most recently, I joined Forza Investment Group back home in New York, a high yield and special situations credit fund and a former investor in CrossBridge. I assisted in preparation of investor presentation materials for a $1.5 bln debt issuance and placement for R.R. Donnelly, which allowed me to analyze and assess different capital structures, including first lien, second lien, and hold-co PIK arrangements. I collaborated closely with my associate to evaluate covenant terms, leverage metrics, and liquidity positions of current and potential equity and credit investments. This hands-on experience, combined with sensitivity analysis on various tranches of debt, provided me with a robust understanding of how different financial levers can impact investor returns and risk profiles in investment grade and high yield markets. Additionally, I was exposed to the quantitive implications in creating balance between attractive yields to investors and ensuring long-term financial stability for the issuing company. In addition, I was tasked with conducting research and creating models for prospective fund additions, I’ve provided abbreviated model samples within the projects tab.

I am eager to grow my analytical skills, attention to detail, and keen interest in the FICC and valuation space. I look forward to the journey ahead, making new connections and finding a place to launch a long and successful career.