I’m a senior valuation associate with over 6 years of experience, currently working remotely at Business Valuation Group, Inc. in Chicago.
Work Experience

Senior Valuation Associate, Business Valuation Group, Inc.September 2017 – Present

  • Provide conclusions of value for various purposes such as management planning, estate tax, gift tax, marital dissolution, sale or purchase, and ESOP reporting compliance, etc.
  • Valuation of business enterprises, real estate holding companies, restricted shares, preferred shares, warrants, options, promissory notes,  private equity interests, and undivided real estate interests.
  • Perform complex valuations utilizing Black Scholes model and Monte Carlo simulations.
  • Conduct in-depth client, industry, and market research, while preparing narrative reports to support valuation analysis.
  • Design, improve, and implement valuation models, incorporating industry changes for discounted cash flow, market multiple, market transaction, net asset, leveraged protective put, and option pricing analyses.
  • Analyze, normalize, and adjust financial statements, as well as build and analyze financial projections.
  • Develop database models and reports supporting lack of marketability discounts derived from thousands of restricted stock transactions used in lack of marketability conclusions by analysts in the firm.
  • Train and mentor new analysts at the firm, as well as review their work.

Product Specialist, Apple, Inc. June 2017 – September 2017

  • Consistently exceeded sales goals; proven track record with overwhelmingly positive net promoter score.
  • Worked face-to-face with customers to answer technical questions and understand and quickly solve their complex technical issues.

Resident Adviser, DePaul University August 2016 – August 2017

  • Enforced building policy and performed conflict and crisis management for 1,700 residents.
  • Managed administrative functions including room condition reports, maintenance requests, incident reports, and the room change requests.
  • Lead, budgeted, and marketed 20 programs, consisting of academic and professional resident development.

Accounting Coordinator, CBRE Group, Inc. Feb 2012-Nov 2016

  • Processed and posted invoices to the accounts payable and receivable general ledgers.
  • Reconciled invoices, departmental billings, employee reimbursements, cash receipts, vendor statements, and journal vouchers.
  • Assisted Senior Accountant with various accounting operations, including budget reconciliation and trial balance.
  • Processed $1.4 million in account charges for summer residents.
  • Extracted sales data from KX marketing software to create internal monthly tax reports.
  • Completed ST-1 and RHM-1 online tax forms to process monthly payments.
Bachelor of Science in Business DePaul University – June 2017Chicago, Illinois
  • Student Finance Association Member | September 2015 – June 2017
  • International Business Seminar in Paris – Luxury Marketing | March 2017
  • Enrolled in Adventis’ Financial Modeling Certification (FMC™) Program
Chartered Financial Analyst (CFA) candidate for Level II
Chartered Financial Analyst Institute
Passed CFA Exam Level I (December 2019)
Certified Valuation Analyst (CVA)
National Association of Certified Valuators and Analysts (NACVA)
November 2018
English (Native)
Reading – Writing – Speaking
French (Intermediate)
Reading – Speaking
Spanish (Native)
Reading – Writing – Speaking
Italian (Beginner)
(+1) 630 656 4597