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Sales & Trading Summer Analyst• Rotation & exposure to myriad corporate credit trading desks across the liquidity spectrum: short-term fixed income, investment grade, high yield, loan, and distressed credit• Delivered four in-depth trade ideas: long, short, capital arbitrage, basis; developed hedging strategies across trader’s books• Profound research into wide range of cash and derivative products (CDS, CDX); interaction with sales & research• Familiarity and knowledge of trader software, market making, securities pricing, risk management, and fundamental corporate credit analysisPre-Internship:Attended the 2014 J.P. Morgan Corporate Investment Bank Roadshow in Miami, FL amongst many other events held at Florida International UniversityAttended J.P. Morgan Campus Diversity CIB Superday in New York City

Pre-Internship: • Completed over 100 hours of online training via Zoologic Learning Solutions, with courses covering a majority of financial services related to sales & trading. Some of the courses covered include: Equity Valuation, Economic Indicators, Securities Markets, Financial Statement Analysis, Options, Swaps, Derivatives, Bond and Yield Analytics, Ratio Analysis, and more. • Completed expert Microsoft Excel course provided by a third-party organization through SEO.• Completed 110+ hours of selected Wall Street Prep courses covering technical aspects of financial services, such as DCF Modeling, Financial Statement Modeling, Trading Comparables, Accounting, Corporate Finance, and more.

Private Wealth Management• Assisted in management of selected portfolios totaling over $250MM; developed client financial goal plans raising revenue production; daily financial analysis conducted via Bloomberg Terminal & Morningstar• Developed and implemented client relationship management system involving over 300 clients and prospects; prepared portfolio presentation that secured new clientele totaling over $15MM in assets

International• Instituted external T&E record system to account for over 20 FA’s quarterly T&E • Assisted in account openings across all FA’s and assisted in daily trade executions in operations• Maintained relationships via daily, monthly, and quarterly portfolio views with South American clientele