Senior Associate

• Jul 2023 - Present

Associate

• Oct 2022 - Present

Direct Lending Analyst - Middle Market Banking & Specialized Industries

• Jan 2022 - Oct 2022

Diversified Industries Credit Analyst - Middle Market Banking & Specialized Industries

• Jul 2020 - Jan 2022

FMC Level II Certification from Adventis

• Jun 2020 - Jun 2020

- Built a three-statement, fully circular and properly formatted financial model from scratch in under 90 minutes - Scored greater than 90% on two multiple choice exams covering key concepts in financial modeling, accounting, corporate finance, intrinsic and relative valuation, and leveraged buyout transactions - Built a three-statement, fully circular and properly formatted financial model from scratch in under 90 minutes - Scored greater than 90% on two multiple choice exams covering key concepts in financial modeling, accounting, corporate finance, intrinsic and relative valuation, and leveraged buyout transactions

Middle Market Banking Summer Analyst

• May 2019 - Aug 2019

- Analyzed financial performance and capital structure to assess clients and manage credit portfolios, in addition to modeling future financial projections for these companies - Prospected companies primarily in Northern California with revenues of $20mm - $500mm to onboard as clients for the bank - Conducted industry research as well as quantitative & qualitative analysis to determine borrower credit risk for multiple companies - Prepared pitchbooks and interacted with senior bankers, underwriters, and clients to discuss credit opportunity proposals - Presented an opportunity memo to senior employees which consisted of a full analysis of a prospective client as well as pricing suggestions for the term loan based on numerous factors such as the company’s assets, financial trends, industry trends, and the company’s relationship with its customers and position in the market Show less

Commercial Real Estate Development Intern

• Aug 2018 - Dec 2018

- Created marketing proposal packages to Fortune 500 companies involving sites available for commercial use, providing numerous statistics about the property to entice the company to purchase or lease the property - Performed geo-spatial real estate market data mining (i.e. demographic profiles, retailer gap research, traffic patterns, growth projections, etc.), interpretation, compilation, and incorporation into presentations for large and fast-growing companies in markets across the country - Conducted extensive research on properties in different areas, mostly bedroom communities, to properly gauge their value based on multiple factors such as comparable property value - Participated in the development of financial pro formas for the purpose of analyzing deal structure and forecasting returns - Interacted with property owners, real estate brokers, and real estate managers in order to help source opportunities for deals Show less

District Manager Intern

• May 2018 - Aug 2018

- Oversaw the business operations, staffing, policy supervision, and employee development of 15 stores along with three District Managers - Performed audits for stores as well as creating weekly and monthly reports that highlighted numerous metrics including sales and productivity - Presented a project to the Vice President and Directors of Operations of the Jefferson Division to reduce employee turnover through new methods of application analysis, onboarding new hires, and developing an improved turnover action plan to save the company approx. $35,000 a month - Improved leadership abilities by communicating ideas to guide store employees that will enhance sales, efficiency, and the customer and employee experience for each store Show less

Account Manager Intern

• Aug 2017 - Dec 2017

- Developed new ideas and strategies for clients in order to drive revenue - Created content for marketing clients, such as blog posts and press releases, to improve their websites’ SEO and reach - Proposed innovative solutions and marketing tactics for clients to improve their product sales and overall brand awareness - Attained the Inbound Marketing Certificate from the HubSpot Academy which taught me new marketing tactics and how to implement them with clients - Developed new ideas and strategies for clients in order to drive revenue - Created content for marketing clients, such as blog posts and press releases, to improve their websites’ SEO and reach - Proposed innovative solutions and marketing tactics for clients to improve their product sales and overall brand awareness - Attained the Inbound Marketing Certificate from the HubSpot Academy which taught me new marketing tactics and how to implement them with clients