Selected into a highly competitive application – based investment banking mentorship and training program; Participate in semiweekly educational sessions to prepare for the investment banking recruitment process and receive rigorous training in accounting, valuation, M&A, and LBO concepts

Evaluated 300+ fintech startups by looking at their financials, leadership team, and the market they serve; Helped organize an investor summit by reaching out to potential sponsors and attendees in the finance industry; Found and compiled resources for portfolio companies to support their operations and expansion efforts; resources included recruiting agencies, other venture capital firms, accelerator programs, and marketing firms; Helped the firm break into the Miami market by researching VC firms; key metrics included assets under management, number of funds, industry of the startups, growth rate, current startup valuations, and success rate

Compiled client data by speaking with sales representatives, reading contracts, sifting through HubSpot, and searching on ZoomInfo; analyzed client data and predicted trends through statistics using contract value, contract period, sales cycle, and products purchased; organized marketing materials, such as articles, awards, and icons to help create pitch decks, sales pitches, and internal presentations

Taught the fundamentals of tennis to children ages 5-12 using drills, matches, and games

Generated sales leads by researching potential clients; conducted market research to optimize sales outreach and to prepare pitch decks; reviewed and revised pitch decks to help raise venture capital funds