Investment Banking Analyst

• Sep 2021 - Present

Financial Analyst

• Aug 2019 - Sep 2021

Research Associate

• Jan 2018 - Jun 2019

Coda Search is a boutique executive search agency that provides contingent and retained recruitment services. Coda Search connects top talent and firms in the Finance & Accounting spaces. Coda Search is a boutique executive search agency that provides contingent and retained recruitment services. Coda Search connects top talent and firms in the Finance & Accounting spaces.

Outreach Coordinator

• Sep 2016 - May 2019

• Coordinated social impact projects and business grant writing to increase and support employment for underemployed populations • Competed at a national student business competition to market and promote student business plan impact and gain evaluation to further business development • Student mentor for incoming freshmen to learn about Enactus, and plan new outreach efforts • Coordinated social impact projects and business grant writing to increase and support employment for underemployed populations • Competed at a national student business competition to market and promote student business plan impact and gain evaluation to further business development • Student mentor for incoming freshmen to learn about Enactus, and plan new outreach efforts

Summer Financial Analyst

• Jun 2018 - Aug 2018

Global Finance & Business Management Treasury and Chief Investment Office Global Finance & Business Management Treasury and Chief Investment Office

Operations and Securities Intern

• May 2017 - Aug 2017

•Reconciled breaks in bank and ledger statements, organized and informed the according group for proper amendment • Confirmed and listed daily MTM security prices and balanced total daily marks for counterparties • Created a detailed daily procedure manual for auditing purposes and training for tasks to be transferred to headquarters •Reconciled breaks in bank and ledger statements, organized and informed the according group for proper amendment • Confirmed and listed daily MTM security prices and balanced total daily marks for counterparties • Created a detailed daily procedure manual for auditing purposes and training for tasks to be transferred to headquarters

Finance/Investment Intern

• Feb 2017 - May 2017

• Developed data driven spreadsheets on investor payments, returns and conditions • Formatted investor notes and welcome letters upon loans and investments. Conducted the development and organization of investor pitch-books in regards to investment options in alternative asset classes. • Completed a mock investment portfolio based on a current client of the firm • Developed data driven spreadsheets on investor payments, returns and conditions • Formatted investor notes and welcome letters upon loans and investments. Conducted the development and organization of investor pitch-books in regards to investment options in alternative asset classes. • Completed a mock investment portfolio based on a current client of the firm

Summer Intern

• Jun 2016 - Sep 2016

• Conducted research on cases being followed in the district • Coordinated events and prepared organized itineraries for international trips • Conducted research on cases being followed in the district • Coordinated events and prepared organized itineraries for international trips

Receptionist

• Sep 2015 - Aug 2016

• Organized daily patient logs and nutritional supplement orders utilizing Microsoft Excel and QuickBooks • Provided excellent customer service by handling patient inquiries and scheduling appointments • Organized daily patient logs and nutritional supplement orders utilizing Microsoft Excel and QuickBooks • Provided excellent customer service by handling patient inquiries and scheduling appointments

Brand Representative

• Jan 2015 - Jan 2016

Responsible for maintaining floor plan and working register, excelling in customer service, maximizing online sales quota and verifying closing register sales. Responsible for maintaining floor plan and working register, excelling in customer service, maximizing online sales quota and verifying closing register sales.