Junior Analyst

• Sep 2021 - Present

- Within a team of 8 responsible for analyzing company stocks within the consumer sector of the market- Independently conducted DCF analysis to compare top competitors, and assess the valuation to identify if the company is an investable opportunity - Utilized the Bloomberg Terminal to analyze gross profit, revenue, ratios, growth rates, and EBITDA- Developed a presentation to pitch a stock to the Fund which has over $130,000 to invest - Within a team of 8 responsible for analyzing company stocks within the consumer sector of the market- Independently conducted DCF analysis to compare top competitors, and assess the valuation to identify if the company is an investable opportunity - Utilized the Bloomberg Terminal to analyze gross profit, revenue, ratios, growth rates, and EBITDA- Developed a presentation to pitch a stock to the Fund which has over $130,000 to invest

Financial Instructor Intern

• May 2022 - Aug 2022

- Taught independently and cooperatively a comprehensive 35-hour financial literacy curriculum on a weekly basis - Communicated complex topics of finance to over 300 students ages 11-18- Completed an additional project outside of instructional hours to provide the organization with an in-depth marketing plan - Taught independently and cooperatively a comprehensive 35-hour financial literacy curriculum on a weekly basis - Communicated complex topics of finance to over 300 students ages 11-18- Completed an additional project outside of instructional hours to provide the organization with an in-depth marketing plan

Virtual Insights Series Participant

• Apr 2022 - Jun 2022

Wealth Management Intern

• Dec 2021 - Apr 2022

- Researched and completed comprehensive due diligence checks on over 10 companies in different sectors and presented the findings to the owner- Analyzed current market trends and used the information to make detailed recommendations that stimulated 5% growth in revenue for the firm - Conducted portfolio analysis on individual client accounts regularly to determine if a plan revision was needed - Researched and completed comprehensive due diligence checks on over 10 companies in different sectors and presented the findings to the owner- Analyzed current market trends and used the information to make detailed recommendations that stimulated 5% growth in revenue for the firm - Conducted portfolio analysis on individual client accounts regularly to determine if a plan revision was needed

Business Analyst Intern

• Jan 2021 - Aug 2021

- Performed business analytics by reviewing all sales and adjusted hotel room rates to generate a 10% increase in revenue- Constructed charts and graphs to display daily, monthly, and annual financial reports to provide details to the owners- Explored marketing opportunities to expand group reservations and increased online reservations by 15% - Performed business analytics by reviewing all sales and adjusted hotel room rates to generate a 10% increase in revenue- Constructed charts and graphs to display daily, monthly, and annual financial reports to provide details to the owners- Explored marketing opportunities to expand group reservations and increased online reservations by 15%