• Conducts in-depth financial analysis of 10 companies in consumer staples sector, including income statement, balance sheet, and cash flow statement analysis to evaluate financial health and performance • Prepares concise and data-driven investment reports, presenting findings and investment recommendations to sector heads • Analyzes consumer staple sector to identify key trends, competitive landscapes, and potential risks, providing valuable insights for investment strategies

• Advise first-year Kelley students as they adapt to college to improve their success at Indiana University• Host monthly meetings for 30 minutes to discuss scheduling, academics, and extracurriculars• Discuss major requirements as well as additional elective courses of interest to create an effective degree plan

• Deployed financial analysis and modeling techniques to conduct comprehensive assessments of commercial loans exceeding $2 million in value, ensuring the ongoing financial health and compliance of the loans• Communicated cross-functionally with Special Asset Managers to gather necessary financial information and provide guidance on 3 loans valuing $1.3 million in order to stabilize clients’ financial obligations• Utilized Excel modeling techniques and developed 9 models for credit analyzing and stress testing to evaluate potential loans, preventing $90,000 in potential losses• Conducted industry research on market trends and macroeconomic developments along with analyzing the movement of interest rates• Performed a detailed analysis on commercial real estate loans over $100,000, evaluating property valuations, macro and microeconomic trends, and the clients’ loan application to assess risk and determine viability of the loan• Constructed and organized a database comprising 500+ incoming clientele’s information in assistance with an acquisition merger to ensure operation efficiency within the department

• Launched a successful e-commerce venture, achieving a remarkable $1,476 in net profit within its inaugural year, showcasing strong business acumen and strategic planning skills• Negotiated product and shipping prices with manufacturers that expanded profit margins to 47%• Enhanced user engagement and conversion rates by conceptualizing a user-friendly website that intuitively categorized products according to customer preferences, resulting in a 12% increase in purchase rates• Optimized operational efficiency by implementing an Excel database to manage customer information and order details, enhancing data-driven decision-making processes