- Primary coverage for 58 institutional accounts representing >$100B in assets under management- Provide strategic advice & cross-industry expertise to best position clients in investment decisions - Execute client transactions using both agency and risk pricing to achieve best execution- Drive new revenue streams by cross selling equity products and onboarding new clients- Collaborate with Equity Capital Markets in distribution of primary and secondary issuances- Ensure… Show more - Primary coverage for 58 institutional accounts representing >$100B in assets under management- Provide strategic advice & cross-industry expertise to best position clients in investment decisions - Execute client transactions using both agency and risk pricing to achieve best execution- Drive new revenue streams by cross selling equity products and onboarding new clients- Collaborate with Equity Capital Markets in distribution of primary and secondary issuances- Ensure operational fluidity across trading desk and support senior team members- Series 7, 63, 57 certifications Show less

Collegefeed Ventures is a student-run venture that works with the most talented entrepreneurs, coders, developers, and designers and highlights these accomplished students to our networks of mentors, investors, and resources. We strive to create an unparalleled ecosystem of startup ventures and cofounders at the forefront of the innovation revolution.This initiative came about as an effort to replicate what we have accomplished at the Virginia Venture Fund across schools in the Mid… Show more Collegefeed Ventures is a student-run venture that works with the most talented entrepreneurs, coders, developers, and designers and highlights these accomplished students to our networks of mentors, investors, and resources. We strive to create an unparalleled ecosystem of startup ventures and cofounders at the forefront of the innovation revolution.This initiative came about as an effort to replicate what we have accomplished at the Virginia Venture Fund across schools in the Mid Atlantic region. We have a network of over 50 mentors to help guide our portfolio startups to success. We currently have 15 student VC's at 8 universities. We aim to foster entrepreneurs and start up companies at these universities and hope to expand our efforts in the future. http://collegefeed.com/venturesfacebook.com/collegefeedventures https://angel.co/collegefeed-ventures Show less

https://www.virginiaventurefund.com/ In this position, I am in charge of the finance of the organization. I keep our team up to date with financial records and statements. I manage our investment portfolio and accounts. In this position I also preform analysis on potential investments, looking at both qualitative and qualitative information.The goal of VVF is to educate students about the venture capital and entrepreneurial process by doing hands due diligence work… Show more https://www.virginiaventurefund.com/ In this position, I am in charge of the finance of the organization. I keep our team up to date with financial records and statements. I manage our investment portfolio and accounts. In this position I also preform analysis on potential investments, looking at both qualitative and qualitative information.The goal of VVF is to educate students about the venture capital and entrepreneurial process by doing hands due diligence work, investing in start-up companies, maintaining and expanding an investment portfolio, networking, collecting investors, inspiring entrepreneurial ideas, and gathering the resources of the University of Virginia to help entrepreneurial growth. VVF allows students to gain valuable experience by doing research and analysis while gaining the ability to directly invest in companies alongside the financial sponsorship of the VC firm. The Fund also facilitates students sponsoring local entrepreneurship by funding and working with student entrepreneurs to help their ideas develop into fruition. Show less

- Interned in the global markets program during summer 2014- Worked with the Structured Solutions Group and High Yield Credit Trading- Delivered two 20 minute presentations to senior management as part of the program- Executed a research report on oil and gas private equity deals- Researched investment opportunities and presented findings to management- Produced team briefings for morning meetings

Over the summer, I interned at Patriot Capital in Baltimore, Maryland. The team at Patriot works very closely with Bengur Brian & Co, an investment banking firm. Throughout my internship, I split time between Patriot and Bengur Brian so I could experience both investment banking and private equity investing. During my time there I learned a lot about how private equity deals are structured and on the investment banking side, how firms are analyzed and marketed for sale. I was fortunate… Show more Over the summer, I interned at Patriot Capital in Baltimore, Maryland. The team at Patriot works very closely with Bengur Brian & Co, an investment banking firm. Throughout my internship, I split time between Patriot and Bengur Brian so I could experience both investment banking and private equity investing. During my time there I learned a lot about how private equity deals are structured and on the investment banking side, how firms are analyzed and marketed for sale. I was fortunate enough to be able to sit in on management meetings and calls with clients. My responsibilities included: evaluating deals, performing due diligence, writing memos, composing executive summaries, accounting with excel, completing market research, entering data, and assembling PowerPoint decks. Show less

At Brook-Lyn Corp. I participated hands on in the field of real estate. I gained experience in the process of property acquisition and was in charge of acquiring property for the company in on line and in person auctions. I also was required to evaluate and report feedback on properties prior to auctions by analyzing excel spreadsheets. In addition, I was in charge of day to day operations such as filing, billing, and upkeep of office documents.

For the last two summers, I worked with golf professional, Nathan Danner at the Baltimore Country Club. Nathan has been recognized by US Kids Golf for 2010 to be a top 50 golf instructor of junior golfers in the country. My work with him focused on this aspect of his career. I worked with Nate in teaching and instructing junior golfers from the 3-6 age group all the way up to the 15-17 year olds. I participated in setting up, running, and breaking down the junior golf… Show more For the last two summers, I worked with golf professional, Nathan Danner at the Baltimore Country Club. Nathan has been recognized by US Kids Golf for 2010 to be a top 50 golf instructor of junior golfers in the country. My work with him focused on this aspect of his career. I worked with Nate in teaching and instructing junior golfers from the 3-6 age group all the way up to the 15-17 year olds. I participated in setting up, running, and breaking down the junior golf clinics and lessons. Some of the clinics that I was involved in include: Junior Golf Night, Junior Golf Club Fitting Day, Junior Golf and Family Night, Frisbee Golf/ Movie Night, “Beat Nate Day”, Night Putting Challenge, Junior After School Golf Clinic, Future Swingers Clinic, the Junior Golf Clinic Series, and many more. I also shadowed him during individual lessons with junior members. This was a time where I did not participate hands on. Instead, I stood back and analyzed his interactions with his student and took not of his teaching styles. All of the juniors have a wide range of skill levels and getting involved in these clinics helped to build better athletes. These programs helped build fundamental golf skills in a fun and safe atmosphere. Finally, we worked on golf etiquette with the juniors which is not only important to the game, but also to everyday life. Nate and I worked to provide exceptional junior golf instruction by educating young players about the game of golf; building character, integrity, friendship, and fun. Show less