• Perform due-diligence on companies across various industries through analyzing historical financial statements, pro-forma projection models and macroeconomic and industry drivers• Create financial models to analyze LBOs, IPOs, acquisitions, recapitalizations and debt raises• Conduct valuation analyses using DCF, LBO, precedent transaction and public comparable methodologies• Closed over 20 successful debt raises for clients resulting in over $1 billion of committed capital

• Executed calls for financial planners to discuss insurance and annuity opportunities with existing clients and prospects• Created a database for financial planners which allowed them to prioritize and target key prospects• Trained on strategies of long-term and short-term financial, retirement, and estate planning

• Managed operations for a store that did $1 million a week in revenue and was in charge of up to 50 employees• Implemented an employee incentive program that increased the store’s customer service average to 1st in the district• Designed and established procedures and controls to achieve the lowest out of stock average across the district