Previous investment banker & PE associate who loves Excel


MBA from Stanford University, Stanford Graduate School of Business
Sep 2016 – Jun 2018

BSBA from Georgetown University
Aug 2008 – May 2012
Focus: Accounting, Finance
Activities: Summa cum laude

Work Experience

Private Equity Associate at The Carlyle Group 
Jul 2014  – Jul 2016,  New York, NY, USA

Identified, evaluated and managed investments in consumer and retail sectors in the U.S. and globally for $13Bn fund.

Investment Banking Analyst at Morgan Stanley 
Jun 2012  – Jul 2014,  New York, NY, USA

Advised private equity clients on buyside, sellside, public offerings and refinancing opportunities; participated in all transaction phases.

Teaching Assistant at Georgetown University 
Aug 2009  – May 2012,  Washington, DC, USA

Financial Acct. (ACCT-101) and Managerial Acct. (ACCT-102): ~350 freshmen; Financial Acct. for MBAs (ACCT-550): ~120 MBAs. Coordinated team of 8 TAs, created lesson plans, held 2 lab sessions weekly, led review sessions, assisted in grading and proctoring exams.

About Me

I love Excel and everything that comes with it: quantitative analysis, identifying trends in large data sets, making files easier to work with – you name it. I love the challenge and figuring it out.
After majoring in Accounting and Finance, I spent several years in finance, including both investment banking and private equity investing, focusing on the consumer & retail space. I just recently graduated with my MBA from Stanford and am looking for freelance work while working on a skincare startup.
I’m thorough, diligent, flexible and enthusiastic, and will work hard to make sure you get exactly what you’re looking for.


Project Categories

  • Business Impact Analysis
  • Data Science & Analysis
  • Data Visualization
  • Robotic Process Automation (RPA)
  • Benchmarking
  • Big Data & Analytics Project Management
  • Market Research Project Management
  • Voice of the Customer Research
  • Market Segmentation
  • Competitive Analysis
  • Pricing Analysis & Optimization
  • Market Mapping & TAM Analysis
  • Financial Planning & Analysis
  • Demand Forecasting
  • Financial Modeling
  • Finance Project Management
  • Market Landscape

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