State Street · Charles River Development
June 2026 – August 2026
MBA Product Management Intern
Boston, MA
Enterprise investment management software supporting portfolio management, trading, compliance, allocations, and fees.
- Analyzed institutional OMS trading workflows across order allocations, commissions, fees, and crossing
- Tested Value-Based Crossing across accounts, order sides, and partial fills to validate execution logic
- Evaluated Net Oversell behavior across sleeves and strategies to support portfolio-level product decisions
- Reviewed CRIMS documentation against enhancement requests to ensure alignment with trading workflows
- Partnered with product and engineering teams to translate complex trading workflows into actionable product enhancements
Synapto (Fintech Startup)
Jan 2026 – Apr 2026
Strategy Consultant Intern
London, UK / Boston, MA
UK-based embedded payments platform helping enterprise service marketplaces manage receivables and payouts.
- Developed go-to-market strategy targeting staffing and professional services marketplaces (£20–22B TAM)
- Analyzed Stripe, Ryft, and Unipaas to identify gaps across pricing, AR workflows, reconciliation, and cash visibility
- Built a hybrid pricing model (1% transaction fee plus £500–1,500/mo SaaS) projected to double per-client revenue
- Modeled market penetration and revenue scenarios to quantify commercial upside across alternative pricing structures
- Read the full case study →
360 Huntington Fund
Sep 2025 – Present
Equity Research Analyst
Boston, MA
$2M student-managed mutual fund at Northeastern University investing across public equities.
- Conducted equity research using DCF, comps, and precedent transactions across Consumer, Staples, and Financials/RE sectors for a $2M portfolio
- Pitched Ferrari (RACE) with a full valuation framework, earning unanimous approval and executing a $30K position
- Built detailed financial models in Excel using Bloomberg data to evaluate revenue drivers, margins, and positioning
- Presented executive-level investment memos and risk assessments to fund advisors and the faculty board
Citizens Bank
May 2024 – Aug 2025
Relationship Banker
Boston, MA
$226B-asset top-20 U.S. commercial bank serving 5M+ consumer and commercial clients across 11 states.
- Advised 200+ high-net-worth clients on deposit, credit, and investment solutions, managing $8M+ in client assets
- Exceeded 110% of monthly referral targets by identifying cross-sell opportunities across banking and wealth products
- Completed 50+ client onboarding and KYC reviews per quarter in compliance with BSA/AML standards
- Generated 15+ qualified referrals per month to Wealth Advisors, contributing to $1.2M+ in referred AUM