Co-Founder & COO, DailyBuilt
Junior, Business Management (BSBA 3+1 Program) · Minor in Personal Finance · Nova Southeastern University · GPA 3.73
I want to become a financial advisor, with CFP® certification as the long-term goal. I've spent the last seven years finding clients, keeping them, and running the operations behind them: 300+ recurring clients at my first business and 10+ monthly retainer clients at DailyBuilt today. I'm looking for a Summer 2027 internship in wealth management.
Onboarding steps
Four short steps, about two minutes
Advice is a relationship business. I've been building client relationships since 2019.
My first business, Home Haven, was a home-services company I ran for six years. It grew to 300+ recurring clients. We delivered on time 91% of the time and held a +54 NPS. The clients who stayed were the business.
Wealth management works the same way, with higher stakes. You earn trust, you keep it, and you grow with the client for years. I want to do that work with people's money.
So I'm building the base for it now. I minor in Personal Finance, I'm studying for the FINRA SIE, and I handle budget and financial reporting as Treasurer of NSU's Financial Management Association. The long-term goal is CFP® certification.
What carries over
From building businesses to serving clients
| Skill | Where I've done it | In wealth management |
|---|---|---|
| Prospecting | Ran research and outbound to hundreds of leads at DailyBuilt; signed 10+ monthly retainer clients | Building a book of business |
| Client retention | 300+ recurring clients and a +54 NPS at Home Haven | Long-term client relationships |
| Service and follow-through | Wrote the SOPs behind 91% on-time delivery; trained 5–10 staff | Reliable client service |
| Budgeting and reporting | Treasurer, NSU Financial Management Association; about $3,500 budget at the Collegiate Fraternal Council | Accuracy with money |
| Asking people to commit funds | $46K raised through JTeen Club; $2,157 raised personally for the Live Like Lou Foundation | Asking for the commitment |
You'll find me at the gym or the beach. I also care about youth mental health and entrepreneurship education.
Skills by sleeve
As listed on my résumé
Credentials
Earned, in progress, planned
FINRA SIE exam
Securities Industry Essentials
CFP® certification
Long-term career goal
Northwestern Mutual Externship
Completed
IBM Design Thinking · Google AI Essentials · CITI Program
Certifications
Education
- School
- Nova Southeastern University, Fort Lauderdale, FL
- Degree
- BSBA, Business Management
- Program
- BSBA 3+1 Program (BSBA/MBA)
- Minors
- Personal Finance, Psychology, Venture Creation
- Standing
- Junior · Expected May 2028
- Coursework
- Federal Taxation I, Organizational Behavior, Business Communications
- GPA
- 3.73 / 4.00
Campus leadership
Nova Southeastern University
Treasurer
NSU Financial Management Association · Budget and financial reporting
Treasurer
Collegiate Fraternal Council · About $3,500 budget across three fraternities
President
NSU American Marketing Association · Rebuilding the chapter and e-board
Social Chair & former Fundraising Chair
Phi Delta Theta · 10+ events a semester for 100+ students
Results by position
Every figure comes from my résumés
| Position | Measure | Result | Period |
|---|---|---|---|
| Home Haven | Recurring clients | 300+ | 2019–25 |
| Home Haven | Net Promoter Score | +54 | 2019–25 |
| Home Haven | RevenueUp 550% over six years | $17.5K | 2019–25 |
| Home Haven | On-time delivery | 91% | 2019–25 |
| DailyBuilt | Monthly retainer clients signed | 10+ | 2026 |
| DailyBuilt | Monthly recurring revenue growth | 5x | First 6 mo. |
| Precision Shine | Upsell rate | 45% | 2024–26 |
| Precision Shine | Inbound and referral inquiries | +65% | 2024–26 |
| Precision Shine | Social engagement, year over year | +426% | 2024–26 |
| JTeen Club | Charitable donations raisedAcross 14+ events | $46K | 2019–25 |
| JTeen Club | MembershipFrom 5 founding members | 150+ | 2019–25 |
| Phi Delta Theta | Raised personally for Live Like LouAbout $26,000 chapter-wide | $2,157 | 2025– |
Holdings
Experience, newest first
-
Co-Founder & Chief Operating Officer
DailyBuilt, Inc. · Fort Lauderdale, FL
- Co-founded an early-stage startup building an all-in-one platform that replaces a dozen business tools.
- Own daily operations as one of three co-founders; built the company's operating system and AI ops layer.
- Ran research and outbound to hundreds of leads, signing and serving 10+ monthly retainer clients.
- Grew monthly recurring revenue 5x within the first 6 months.
-
Social Chair & former Fundraising Chair
Phi Delta Theta Fraternity, NSU · Fort Lauderdale, FL
- Plan 10+ events each semester for 100+ students, owning logistics, budgets, vendors and risk.
- Raised $2,157 personally and helped raise about $26,000 chapter-wide for the Live Like Lou Foundation.
-
Founder & General Manager
Precision Shine Detailing · Bergen County, NJ
- Founded a mobile auto-detailing company and led a 12-person team to a 45% upsell rate and 40+ leads.
- Grew social engagement 426% year over year and lifted inbound and referral inquiries 65%.
-
Founder & Director of Operations
Home Haven · Northern NJ
- Founded a home-services business and scaled it to 300+ recurring clients and $17.5K in revenue, up 550%.
- Recruited and trained 5–10 staff and built the SOPs behind a +54 NPS and 91% on-time delivery.
-
Founder & Program Lead
JTeen Club (nonprofit) · Fair Lawn, NJ
- Founded a youth nonprofit and grew membership from 5 to 150+ through a volunteer leadership program.
- Drove $46K in charitable donations across 14+ community events averaging 50–75 attendees each.
Honors
| Honor | Awarded by | Year |
|---|---|---|
| 1st Place, Undergraduate Division | SHRM Florida Case Competition | 2026 |
| Finalist, Collegiate Innovation Call for Solutions | Southeast Florida Climate Leadership Summit | 2026 |
| Undergraduate of the Year Nominee | Phi Delta Theta | 2026 |
| Governor's Volunteerism Award, Faith-Based Services | State of New Jersey | 2024 |
| President's Volunteer Service Award (Silver) | AmeriCorps | 2022 |
Greenback
Greenback is a cashback app concept that rewards consumers for certified sustainable purchases, funded by the brands that make them. We built it as a team project in NSU's BSBA 3+1 Program.
We tested demand with a consumer survey of 100+ respondents, then turned the findings into a pitch deck and research poster. The concept was named a finalist in the Collegiate Innovation Call for Solutions. Deck and poster available on request.
Book a call
15 or 30 minutes, video or phone
Pick a time that works for you. If none work, email me.