Associate

• Jan 2023 - Present

Analyst

• May 2021 - Jan 2023

Investment Banking Intern

• Jun 2020 - Sep 2020

I was fortunate enough to secure an internship during the COVID-19 pandemic at a regional boutique Investment Bank. For the months I worked at NewGate I gained valuable insights into the Investment Banking industry, and thanks to a smaller office, was able to communicate and learn directly from the partners. My tasks initially included industry research, and the preparation of customer outreach material. However, they quickly progressed to include the facilitation of our Angel Investing processes and services as well. · Conduct industry research to identify a total of 250 attractive buyers and sellers within consumer service, food and beverage, and business service sectors · Analysis of Financial Statements for company’s accomplishing EBITDA within a range of $200,000 to $10,000,000 to form meaningful interpretations to the benefit of the Partners · First point of contact for angel investing inquiries, specifically focused on Technology and Consumer service companies

Equity Research Analyst

• Feb 2020 - Sep 2020

I worked as an Equity Research analyst of the Consumer Staples sector in PG Capital, a more hands on division of The Pegasus Group. My duties include food and beverage sector analysis, as well as the analysis and valuation of mid cap, sector specific companies. Through this experience, I was able to gain amazing insights into real life experience, and connect with the bright, like minded individuals at the University of Central Florida. · Determined food and beverage industry trends through the utilization of PESTEL and Porters Five frame-works · Tasked as an analyst overseeing three sector specific associates, working directly with the Portfolio Manager to ensure streamlined accountability and organization within the team · Developed hypotheses on future market behavior pertaining to 20 Consumer Staples sector, mid-cap companies