Alessandro Shah

Tutoring in Financial Accounting (AC221) and Measuring Financial Value (SM132)

- Attending weekly classes going in depth three statement modeling, proper revenue building, and effective slide design - Building a pitch individually, company Life Time Holdings (LTH), projecting next 5 years financials in a comprehensive model with 3 thesis points, complete slide deck - Competing in club stock pitch, presenting to leadership board and possibly investment groups, overall 30+ competitors

- Attended weekly meetings over the summer dealing with key learning concepts necessary for a career in financial modeling - Finished a DCF model, with bear case, comparable companies table, and complete stock pitch for WIX, gained over 43%

- Completed weekly classes covering key financial concepts and valuation methods for companies in healthcare industry - Selected out of 50 applicants to research, analyze, and pitch the company Integer Holdings to local investment groups - Earned Best Junior Analyst Award after successful pitch, eight winners total out of 300+ in entire junior analyst program

Teaching Assistant for MO221, Dynamics of Leading Organizations.

- Built and advised multiple target company databases in Excel, tracking key metrics of over 400+ companies with goal of contacting, purchasing, and operating local businesses, responsible for 150+ contact sheets of private equity partners - Conducted in-depth industry research to identify potential acquisition targets aligned with investment thesis criteria (e.g., recurring revenue, owner retirement, fragmentation), resulting in 10+ detailed reports and slide decks presented to firm - Communicated with prospective business owners, engaging in first contact conversations, contacted 23 healthcare PE firms across the country, building relationships attempting to build a new fund of over $3-5 million dollars for the firm

- Managed weekly inventory with Just in Time (JIT) strategy, tracking local industry trends online, predicting issues in inventory purchases and suppliers. - Baked and sold variety of pretzel products, helped design logos, business cards, stickers, menus, and displays. - Marketed three new product launches, monkey bread, pretzel nuggets, and pickle pretzels, tracked number of sales and revenue for each.

Assistant Kindergarten and 4th Grade Teacher.

GPA: 3.9 Finance at the Questrom School of Business. Kilachand Honors College Student. Presidential Scholar. Dean’s List: Fall 2024, Spring 2025, Fall 2025