Consumer Discretionary

- Utilized financial modeling techniques to create robust cash flow models, enabling the evaluation of intrinsic valuation for a comprehensive assessment of investment opportunities- Create and present pitch decks reflecting in-depth analysis on equities traded on the New York Stock Exchange, resulting in investments by the fund to increase its AUM of ~$1.1 million- Collaborate closely with other analysts and associates to research and develop our investment recommendations through leveraging relative valuation charts, competitive advantages, and catalyst assessments

Private wealth management with $135mm AUM.