Junior Investor Relations

• Aug 2023 - Present

• Advised clients in the Web3 & cryptocurrency industries on upcoming capital raises by reviewing their investor presentations and revising content on their business model, historical financials, and investment highlights • Screened for potential venture capital / angel investors based on investment criteria and conducted initial outreach to 160+ investors for our ongoing clients; presented in investor meetings and answered initial diligence questions. • Advised clients in the Web3 & cryptocurrency industries on upcoming capital raises by reviewing their investor presentations and revising content on their business model, historical financials, and investment highlights • Screened for potential venture capital / angel investors based on investment criteria and conducted initial outreach to 160+ investors for our ongoing clients; presented in investor meetings and answered initial diligence questions.

Investment Analyst

• Oct 2023 - Present

Analyst

• Oct 2023 - Present

Audit Assistance & Financial Advisory Intern

• Jul 2023 - Aug 2023

• Analyzed the three financial statements and performed balance sheet reconciliations & adjustments for clients in the natural resources, public, and retail sectors; presented data in clean format for full-time auditors to use • Performed an inventory audit for a railroad track manufacturer by interviewing the management team and performing an on-site inspection; audit results determined that the company’s internal reporting was accurate • Analyzed the three financial statements and performed balance sheet reconciliations & adjustments for clients in the natural resources, public, and retail sectors; presented data in clean format for full-time auditors to use • Performed an inventory audit for a railroad track manufacturer by interviewing the management team and performing an on-site inspection; audit results determined that the company’s internal reporting was accurate

Strategic Development Analyst

• Jul 2022 - Sep 2022

• Prepared presentation materials outlining the company’s financial performance, key products, and ongoing strategic growth initiatives; presented to 10+ international suppliers at the Ambiente Frankfurt Exhibition • Analyzed the company’s three-statement financial model and produced presentation outputs summarizing key performance metrics and forecasted growth; presented analysis to manager for inclusion in a quarterly update • Prepared presentation materials outlining the company’s financial performance, key products, and ongoing strategic growth initiatives; presented to 10+ international suppliers at the Ambiente Frankfurt Exhibition • Analyzed the company’s three-statement financial model and produced presentation outputs summarizing key performance metrics and forecasted growth; presented analysis to manager for inclusion in a quarterly update

Summer Sales Analyst

• Jul 2021 - Sep 2021

• Developed an analytical model in RStudio to simulate projected consumer demand in Japan and the United States to support a potential geographical expansion • Developed an analytical model in RStudio to simulate projected consumer demand in Japan and the United States to support a potential geographical expansion