• Assisted in the creation of the 2024 Oxbridge Academy Strategic Plan through a year-long strategic planning process. Co-led the “mission, vision, and values” strategic planning task force group (comprised of employees, administrators, and parents).
• Present Oxbridge students' historical and recent college admissions data to school leadership including Board of Directors.
• Aggregate and analyze alumni and current students' college admissions data for various purposes.
• Serve as academic advisor and college counselor to 11th and 12th grade caseloads of ~40 students per grade, providing support and guidance related to all aspects of the college search and admissions processes for students and their parents/guardians.
• Support 9th and 10th grade advisees as their academic advisor and college counselor (caseload includes about 40 advisees per grade); advise students and their families on course selection, standardized testing, extracurricular choices, and planning for the college application process.
• Create and lead various workshops (both online and in-person) related to college planning, applications, and collegiate athletic recruitment.
• Founded and grew college consulting business to over 330K in annual revenue in five years with myself as a full-time educational consultant, one part-time consultant, and seasonal interns on the team.
• Created and managed all policies and procedures related to student advising, marketing, personnel, pricing, and general management of the business.
• Established excellent record of student success in gaining admission to their top choice colleges and universities.
• Created a program and curriculum to help students manage the college admissions process.
• Created various marketing and public relations campaigns that fueled the development of a national customer base.
• Co-created recruitingtrak.com, a subscription-based website for prospective student-athletes (2010-2014). Worked with co-founder to design website for best-in-class user experience, and exceptional content.
• Evaluated applications for Yale's Office of Undergrad Admissions as an outside application reader for two admissions seasons.
- Assisted in managing and marketing a proprietary long-short equity fund (approximately 40 mm in assets) to high-net-worth private clients that outperformed the benchmark Hedge Fund Index throughout 2002 and 2003.
- Managed trading, tracking, and reporting for this long-short equity fund. Also executed trades for mid-market hedge funds and private clients’ portfolios.
- Provided equity sales coverage to a number of mid-sized hedge funds.
- Analyst, '99-'01, Associate, '01-'02
-Assisted in managing a 200 mm portfolio of commercial aircraft, tracking lease payments and LTV for each aircraft.
- Worked extensively with in-house and external legal counsel to structure and document investment transactions.
-Prepared investment committee memoranda and attended Lehman Investment Committee meetings for my team’s proposed investments.
- Performed quantitative and qualitative analysis related to potential and current investments as a member of the aircraft finance team within Lehman’s Principal Finance Group.
- Completed analyst program in top 10% of my analyst class.
- Active in firm’s Analyst recruiting programs; served as a leader of an innovative analyst recruiting program led by office of Chairman and CEO, targeting outstanding collegiate student athletes.