• Gained live leveraged buyout deal experience at leading middle market private equity firm through conducting comprehensive financial, market, customer, and competitor due diligence on three investment opportunities, including reviewing CIMS, performing data room analyses, building LBO models, and participating in diligence meetings with company management teams• Pitched a platform investment opportunity through developing a Gating Committee deck consisting of investment highlights, diligence areas, and an LBO model with refined assumptions, and presented an investment thesis and recommendation to the Investment Team• Completed an Investment Theme Presentation on Beneficiaries of "Enviro-Friendly" Fossil Fuels through conducting research on the specific industry niche, building an actionable target list that fit within Graham’s investment criteria, and presenting findings to the Investment and Operations Teams• Completed Training the Street modeling course covering valuation methodologies as well as an 8-session accounting course with a Villanova accounting professor• Participated in weekly learning series with private equity investment professionals, third-party diligence providers, and portfolio company executives

• Executed consulting engagement for Manteca AI to expand user base for their financial management app• Collaborated with Manteca CEO and team weekly to develop app functions

• Participate in interactive workshops designed to build successful leaders in finance while learning the fundamentals

• Supported underwriting group as part of the Management and Professional Liability Division.• Examined underwriting techniques and reviewed policies for various products.

• Averaged 5 loops per week, currently just weekends.• Assist golf staff with setting up tournaments and events.