Experience

Trust Capital Markets (TCM)

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Analyst

  • Jun 2022 - Present

  New York, New York, United States

• Investment Banking Analyst

  • Jun 2022 - Present

  New York, New York, United States



G.A.S. Motorsports LLC

• Small Business Owner

  • Apr 2020 - Present

  Modesto, California, United States Created an automotive restoration company to pursue my passion for restoring and selling vintage automobiles.



Trust Capital Markets (TCM)

• United States
• Investment Banking
• 1 - 100 Employee

• Investment Banking Summer Analyst

  • May 2021 - Dec 2021

  New York, New York, United States -Assisted the Alternative Investments and ECM teams by conducting industry and offering structure research, populating and maintaining deal specific data rooms, and organizing business development campaigns. -Shadowed senior bankers through the structuring and launch of a secondary offerings by performing research on prior structures, aggregating, and presenting the findings for pricing committee consideration. -Compiled exposure to rapid growth industries working with private clients in… Show more -Assisted the Alternative Investments and ECM teams by conducting industry and offering structure research, populating and maintaining deal specific data rooms, and organizing business development campaigns. -Shadowed senior bankers through the structuring and launch of a secondary offerings by performing research on prior structures, aggregating, and presenting the findings for pricing committee consideration. -Compiled exposure to rapid growth industries working with private clients in the FinTech, Risk, and AI energy management sectors. -Utilized PitchBook, Microsoft Excell, Microsoft PowerPoint, Capital IQ, and built an understanding deal documentation and compliance. Show less



RHK Capital

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Summer Analyst

  • Nov 2020 - May 2021

  New York, New York, United States -Reviewed company information and prepared reports on periodic financial statements, project progress reports, and other information submitted by clients. -Gained exposure to explosive growth industries working with private clients in the SaaS energy management, data protection, and secure cloud solution sectors, which are both industry giants. -Utilized PitchBook and AlphaSense to build an understanding of deal documentation and compliance. -Produced financial models using Microsoft… Show more -Reviewed company information and prepared reports on periodic financial statements, project progress reports, and other information submitted by clients. -Gained exposure to explosive growth industries working with private clients in the SaaS energy management, data protection, and secure cloud solution sectors, which are both industry giants. -Utilized PitchBook and AlphaSense to build an understanding of deal documentation and compliance. -Produced financial models using Microsoft Office tools to aid senior management in various investments. Show less



HP

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Summer Financial Analyst

  • Jun 2020 - Aug 2020

  Palo Alto, California, United States -Researched and analyzed new statistical data trends and recommended strategies for prospective clients. -Worked directly with upper-level management to gain knowledge and insight on deals being done in FinTech and AI. -Produced in-depth financial models using PitchBook, Microsoft Excell, and client databases to assist in outlining findings and recommendations for improvement.