University of Michigan’s leading value investing club with $15,000 AUMSuccessful Pitches:AT&T - TMT - Winter 2023 - 70% BuyEmerson Electric Co. - TMT - Fall 2023 - 65% Buy

Responsibilities include operating cash register, registering patrons for passes and classes, inventorying supplies, monitoring park, park operations and assisting programs.

Wrote investment evaluations for Director of Research. Utilized target company’s SEC financial statements, stock trades, news and shareholder presentations. Evaluations consisted of company overview, summary of product groups and lines of business, stock analysis and SEC financial statement analysis.

Collaborated with a small group to start and scale a profitable business by acquiring funding from friends and family, managing cash collections, employee payroll, purchasing and budgeting, and researching inventory suppliersActed as the data-driven link between our financial and strategic objectives to develop an operating platform that allowed for continued growth by providing clarity through the use of financial data in key monthly strategy meetingsConducted market research and analysis crucial to Whippin’ Washers success by determining customer behavior and appeal, pricing models, marketing strategies and understanding the target demographic and competition

Built a database of patient names to assist in the acquisition of a new dental office and ensure its financial success. Prepared video training tutorials on using company software for key clinical activities. Photographed offices for utilization in professional practice marketing collateral.