Candidate:

Mr. Non-Traditional Finance

About Me:

I am a dynamic investment professional with a strong background in analyzing and driving value in small-cap industrial and technology companies. My experience spans financial modeling, M&A analysis, and portfolio management, complemented by technical expertise in Python and SQL for automating processes and enhancing decision-making. Beyond work, I am passionate about fostering professional communities, exemplified by co-founding Weatherhead10 to connect and empower young alumni.

Schools:

Target School: Harvard

Considering: UCLA Anderson, Stanford GSB

See More Profiles For: Harvard

Application Status: Open

Details:

Undergrad School: Case Western Reserve University

Undergrad Major: Economics, Political Science, Business Management

GPA: 3.8

GMAT: 700

Age: 24, Ethnicity: White

Other Degree/Certification: Masters Business Analytics

School Name: Weatherhead School of Management

Extracurriculars: Fellow at Cleveland Council of World Affairs

Work History:

Title: Analyst

Industry: Banking & Finance

Company: Boutique Firm

Length of Employment: 2 yrs, 6 mos

Big Life Wins:

At Shaker Investments, I conducted detailed research and financial modeling on over 20 small-cap industrial and technology companies, leading to more than $20 million in direct investments and generating over $5 million in client value.
Beyond work, I co-founded Weatherhead10, an alumni affinity group designed to connect and empower recent graduates from the Weatherhead School of Management. In its first year, I successfully organized networking events that connected over 30 alumni, fostering professional relationships and creating a lasting support network for young professionals.

Post MBA Goal:

After earning my MBA I see myself starting in consulting, where I can maintain the ability of looking at a diverse set of new and interesting problems while also having a more direct impact on the companies I work with.