Experience

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  CB Capital Partners

  • United States
  • Investment Banking
  • 1 - 100 Employee

  • Investment Banking Analyst

    • Jan 2024 - Present

    • Prepared comparable company, precedent transaction, and DCF analysis for client management• Created and updated valuation models, marketing materials, and status reports for client management• Supported managing director by coordinating client calls and assisting in transactions and due diligence

  • Investment Banking Fall Analyst

    • Nov 2023 - Dec 2023

    • Learned processes in updating current client status reports using company database• Conducted transaction screening running and updating comparable company analysis on S&P Capital IQ• Assisted Senior Analyst on completing teasers of new clients to be sent to prospective investors

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  IBEX Business Exchange

  • Austin, Texas, United States

  • Investment Banking Summer Analyst

    • Sep 2023 - Nov 2023
    • Austin, Texas, United States

    • Prepared analysis of financials and develop recast showing true financials of a company• Utilized modeling skills in Excel to prepare executive summaries and company overview via internal financials• Supported managing partners by creating pitch decks for companies being sold that tell the assets of the company

• 

  Nancy Chambers Underwood Graduate Investment Fund

  • Dallas, Texas, United States

  • Student Equity Analyst

    • Jan 2023 - May 2023
    • Dallas, Texas, United States

    • Operated Bloomberg Terminal to conduct sector analysis report regarding outlook for GICS Financials Sector• Utilized FactSet and S&P Capital IQ to conduct stock screen• Utilized Bloomberg's Dividend Discount Model to arrive at 1 year target price for selected stock• Presented stock pitch to fellow members to be included in Endowment Fund Portfolio

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  Jersey Mike's Subs

  • Orange, California, United States

  • Supervisor

    • May 2018 - Aug 2020
    • Orange, California, United States

    • Held full responsibility and trust for balancing cash with register records and reported numbers to management on a daily basis• Practiced financial skills such as closing out the register at the end of the night and entering credit card tips into the register program• Responsible for leading a team of 3-4 other employees per shift in the completion of daily tasks, as well as closing the store and preparing it for the next day• Oversaw new hire training and assisted in weekly schedule making