Experience

Leerink Partners

• United States
• Investment Banking
• 100 - 200 Employee

• Incoming Investment Banking Summer Analyst

  • Apr 2023 - Present

  Charlotte, North Carolina, United States Healthcare Mergers & Acquisitions Start Date: Summer 2024



UNC Impact Investing Club

• United States
• Investment Management
• 1 - 100 Employee

• Director of Education

  • Jan 2023 - Present

  Chapel Hill, North Carolina, United States

• Investment Analyst

  • Sep 2022 - Present

  Chapel Hill, North Carolina, United States Financial Institutions Coverage Group Student-run and managed Impact Fund. Responsible for investment research, analysis, and pitching of securities for the Fund.



Huntington Securities, Inc.

• Capital Markets
• 1 - 100 Employee

• Investment Banking Sophomore Summer Analyst

  • May 2023 - Aug 2023

  Charlotte, North Carolina, United States • Provided product agnostic, industry specific coverage and corporate finance consultation to middle-market and large corporate clients • Compiled pitch books for existing and prospective clients on topics such as M&A financing, capital structure advising, and new debt & equity issuances • Aggregated financial data and valuation metrics for the public company universe in each coverage industry and subsector to provide industry benchmarking, live market data, and analyze trends

• Incoming Investment Banking Sophomore Summer Analyst

  • Dec 2022 - May 2023

  Charlotte, North Carolina, United States Start Date: Summer 2023



UNC Finance Society

• Financial Services
• 1 - 100 Employee

• Investment Banking Boot Camp

  • Oct 2022 - Jan 2023

  Chapel Hill, North Carolina, United States



Equitable

• United States
• Financial Services
• 700 & Above Employee

• Investment Management Intern

  • May 2022 - Aug 2022

  New York, New York, United States • Conducted portfolio analysis on the General Account’s floating rate assets to analyze how book yields correlated with rising interest rates • Monitored portfolio prepayments within Equitable’s $100B General Account to provide insight on market conditions and reported findings to the CFO within the quarterly Investment Clearance deck • Projected cash-flow needs for the Equitable Foundation, analyzing the fund’s ESG focused portfolio to ensure the investment strategy can provide the… Show more • Conducted portfolio analysis on the General Account’s floating rate assets to analyze how book yields correlated with rising interest rates • Monitored portfolio prepayments within Equitable’s $100B General Account to provide insight on market conditions and reported findings to the CFO within the quarterly Investment Clearance deck • Projected cash-flow needs for the Equitable Foundation, analyzing the fund’s ESG focused portfolio to ensure the investment strategy can provide the timely need for cash • Aggregated fund profitability data to assist the Finance & Strategy Team in preparing the annual presentation of 130+ investment funds to the Board of Trustees • Efficiently communicated across several departments, worked independently and in a team atmosphere, and completed time sensitive tasks by utilizing time management Show less



ACO Medical Supply

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Accounting Intern

  • Sep 2021 - May 2022

  Charlotte, North Carolina, United States • Compiled and interpret data used in financial statements for creditors and upper management • Provided payment weekly to 60+ vendors via checks or manual funds transfers • Consulted with vendors to manage payment terms and credit limits • Allocated sales tax monthly for 5+ states • Prepared rolling 13-week cash projections to forecast funding for operations and capital projects • Researched ERP transaction data to resolve unvouchered purchase orders



Services Unlimited

• Warehouse Logistics Intern

  • Jun 2020 - Aug 2020

  Raleigh, North Carolina, United States • Utilized min/max formula to maintain inventory levels for each item reducing out-of-stock occurrences by 20% • Effectively loaded vehicles under strict time constraints to reach job destinations on time • Calculated cost of labor on job bids by utilizing performance pay rather than hourly wage



Chapel Hill Restaurant Group - Page Road Grill

• Host

  • Jun 2018 - Mar 2020

  Durham, North Carolina, United States • Efficiently processed over 50 carry-out orders a night for quality and accuracy • Collaborated closely with servers and kitchen staff to streamline dining experience • Managed reservations and seating for over 250 guests a night through ResEasy software



Health-Scripts

• United States
• Pharmaceutical Manufacturing
• 1 - 100 Employee

• Data Entry Clerk

  • Jun 2017 - Aug 2017

  Cary, North Carolina, United States • Performed data cleansing activities for company CRM database • Coordinated data analysis, design and information flow • Optimized targeting success by 15% through locational research