Investment Banking Analyst

• Sep 2023 - Present

Investment Banking Summer Analyst

• Jun 2023 - Aug 2023

Leveraged Finance Leveraged Finance

Investment Banking Mentor

• Jan 2023 - May 2023

Program participant

• Jan 2022 - Dec 2022

Wealth and Investment Management Intern

• Jun 2022 - Aug 2022

▪Analyzed mock portfolios of different client risk tolerances and strategies to find the best balance of securities, portfolio variances, and growth and income strategies to maximize return while hedging risk ▪Created a deck with profiles of 229 financial advisors from competing companies for recruiting purposes ▪Reviewed Revocable and Irrevocable Trust documents with Certified Financial Planners and Trust Officers ▪Analyzed mock portfolios of different client risk tolerances and strategies to find the best balance of securities, portfolio variances, and growth and income strategies to maximize return while hedging risk ▪Created a deck with profiles of 229 financial advisors from competing companies for recruiting purposes ▪Reviewed Revocable and Irrevocable Trust documents with Certified Financial Planners and Trust Officers

Director of Financial Modeling

• Aug 2021 - May 2022

▪ Coordinated weekly Excel workshops to teach key financial modeling functions in real-world applications ▪ Led recruitment with a $5,000 marketing budget; resulted in 20 new members joining over two months ▪ Organized a speaker series and hosted multiple guest speakers from the investment banking industry ▪ Coordinated weekly Excel workshops to teach key financial modeling functions in real-world applications ▪ Led recruitment with a $5,000 marketing budget; resulted in 20 new members joining over two months ▪ Organized a speaker series and hosted multiple guest speakers from the investment banking industry

Private Equity Analyst

• Jan 2022 - Apr 2022

▪ Found 10 companies per week with a team of four for the Entrepreneur in Residence to score the businesses ▪ Targeted companies with an EBITDA of $1M+ and EBITDA margins of at least 15% in selected industries ▪ Reviewed pitch books and confidential investment memorandums and met with EIR on an as needed basis ▪ Prioritized industries for acquisition target searches through in-depth research using an industry scorecard ▪ Found 10 companies per week with a team of four for the Entrepreneur in Residence to score the businesses ▪ Targeted companies with an EBITDA of $1M+ and EBITDA margins of at least 15% in selected industries ▪ Reviewed pitch books and confidential investment memorandums and met with EIR on an as needed basis ▪ Prioritized industries for acquisition target searches through in-depth research using an industry scorecard

CRM Manager

• Nov 2021 - Feb 2022

▪ Generated an average of $1M+ in monthly sales alongside the sales team, which consisted of 10 members ▪ Analyzed spreadsheets with over 4,000 leads, identifying the best leads the sales team could reach out to ▪ Designated potential leads to multiple Territory Business Managers, each specializing in a specific therapy ▪ Produced daily Statcounter reports depicting potential leads across the US and identified target pipeline ▪ Generated an average of $1M+ in monthly sales alongside the sales team, which consisted of 10 members ▪ Analyzed spreadsheets with over 4,000 leads, identifying the best leads the sales team could reach out to ▪ Designated potential leads to multiple Territory Business Managers, each specializing in a specific therapy ▪ Produced daily Statcounter reports depicting potential leads across the US and identified target pipeline

Undergraduate Research Associate

• Jan 2021 - Apr 2021

▪ Dedicated 10 hours to analyzing over 50 unique research activities per week in the supply chain industry ▪ Completed weekly abstracts in supply-chain operations across multiple sectors (i.e.,aviation,supplychain) ▪ Identified goals, objectives, and techniques used in virtual research alongside a mentor and associates ▪ Dedicated 10 hours to analyzing over 50 unique research activities per week in the supply chain industry ▪ Completed weekly abstracts in supply-chain operations across multiple sectors (i.e.,aviation,supplychain) ▪ Identified goals, objectives, and techniques used in virtual research alongside a mentor and associates