Experience

Awbury

• Bermuda
• Insurance
• 1 - 100 Employee

• Vice President

  • Dec 2022 - Present

• Associate

  • Jul 2020 - Dec 2022

• Analyst

  • Aug 2018 - Jul 2020



Argus Research

• United States
• Financial Services
• 1 - 100 Employee

• Equity Research Intern

  • Jun 2017 - Aug 2017

  •Wrote and edited over 25 in-depth equity research reports on companies in consumer discretionary, finance, building products, and other verticals under the guidance of analysts and associates at established equity research firm •Derived stock analysis from SEC filings, Bloomberg terminal, quarterly conference calls, and investor meetings, culminating in fair value estimates using P/E, DCF, EV/EBITDA, P/S, P/BV, and other multiples •Built and maintained models for companies in the financial, consumer discretionary, and healthcare sectors with varying outputs given macro-economic factors •Evaluated the capital structure and short/mid-term operating viability of various distressed firms, estimating likelihood of filing bankruptcy in series of short-reports



Burkenroad Reports

• New Orleans, Louisiana

• Student Equity Research Analyst

  • Jan 2017 - May 2017

  •Admitted to nationally recognized equity research program producing 36-page report for institutional investors •Worked in five student group analyzing MidSouth Bancorp, a small-cap energy oriented bank in Louisiana, focusing on the increasing proportion of non-performing loans related to the company’s oil-dependent debtors •Constructed in-depth financial models in context of SEC filings, institutional research, and one-on-one meeting with management, ultimately estimating loan formation based on 6-month trailing oil price and state GDP growth •Derived 12-month target price of $16 and Market Perform rating using weighted average of valuation multiples



Zelman & Associates - A Walker & Dunlop Company

• United States
• Financial Services
• 1 - 100 Employee

• Investment Banking Intern

  • Jun 2016 - Aug 2016

  •Supported Analyst and Managing Director at specialty homebuilding and building products research firm •Edited and updated pitchbooks promoting prospective M&A opportunities for clients •Provided market valuation analysis on eight stocks within three different verticals and pitched product internally •Derived stock analysis from Bloomberg and FactSet platforms, company’s SEC filings, and bulge bracket research reports, culminating in P/EBITDA fair value estimates •Shadowed CEO of Zelman & Associates on several market updates with Hedge Funds and Asset Managers, gaining perspective on the broader US housing market



Howlin' Wolf Blues Society

• Greater New Orleans Area

• Campus Representative

  • Feb 2016 - 2016

  - Manage social media outreach on various platforms for upcoming events - Manage social media outreach on various platforms for upcoming events



Carvana

• United States
• Technology, Information and Internet
• 700 & Above Employee

• Summer Intern

  • Jun 2015 - Jul 2015

  •Guided customers through DMV registration, financing opportunities, and other contracts while providing broad customer service for internet-based used car retailer •Researched, identified, and helped implement a software program that monitors and supports residential automobile deliveries on a real-time basis •Presented Executive Officers with prospective geographical expansion opportunities •Guided customers through DMV registration, financing opportunities, and other contracts while providing broad customer service for internet-based used car retailer •Researched, identified, and helped implement a software program that monitors and supports residential automobile deliveries on a real-time basis •Presented Executive Officers with prospective geographical expansion opportunities



Attention to Detail

• Westport, CT

• Manager/ Co-Founder

  • Jul 2014 - Aug 2014

  •Created, managed and executed a car detailing service generating $2000+ in net income •Leveraged marketing and networking operations throughout Fairfield County to find clients •Created, managed and executed a car detailing service generating $2000+ in net income •Leveraged marketing and networking operations throughout Fairfield County to find clients



Child Advocates of Connecticut

• Fairfield, CT

• Volunteer

  • Jan 2013 - May 2013

  - Led fund raising event featuring local high school musicians at a Fairfield County concert venue - Generated over $15,000 dollars in net proceeds, earning Youth Achievement Award from CT Governor Malloy - Led fund raising event featuring local high school musicians at a Fairfield County concert venue - Generated over $15,000 dollars in net proceeds, earning Youth Achievement Award from CT Governor Malloy