• Co-manage 4 portfolio strategies in accounts holding ~$800M in AUM• Build valuation models for SMID and Large-Cap companies using DCF, SOTP, P/E, P/S, and EV/EBITDA multiples and other sector-specific quantitative methods, ultimately developing a watchlist to quickly identify stocks trading at a discount relative to intrinsic value. • Assist in reconstructing the ETF: PRAY to better align with the prospectus through sourcing original investment ideas, diversification of industries, and portfolio rebalancing. • Coordinate and execute daily trade orders for tax loss harvesting, re-balancing, and cash utilizationthrough database platforms such as Schwab, Tarmac, and AssetMark for SMAs and ETF strategies. • Compose weekly newsletter covering current market activity, summarized company analyses, and forward-looking risks and opportunities, keeping sales and investment teams well-informed.

• Developed and maintained extensive valuation and industry models for 30 covered companies to provide accurate earnings forecasts for senior team and clients • Constructed 300+ notes per year on covered companies through analysis of market, economic and industry trends, providing insight into performance and investment recommendations for clients • Aided in 2 IPOs, 5 spin-offs, 4 M&A transactions, and 10 initiations, utilizing price determination modeling, comparable analyses, precedent transaction analyses, benchmarking financials, and industry analysis reports• Hosted 6 due diligence conferences by recruiting panelists (CFOs, CEOs, Supply Chain Managers), preparing presentation materials and questions and day-of coordination

Runner-up for the Value Fund competition

• Modeled future financials for a company, considering internal and external factors and trendsthat could affect the forecast such as economics, politics, and the capital markets• Identified attractive investment opportunities through analysis of company structure and currentmarket trends, utilizing resources such as FactSet, Training the Street, and Bloomberg Terminal• Presented and defended my detailed security analysis of the industrial sector/electronicmanufacturing industry to the Reese Fund’s Board of Advisors

• Developed strategic plans for business valuation, and operational efficiencies, and offered M&A advice by developing a 10-year forecast that analyzed revenue variance, industry trends, and business pipeline • Implemented a combination of valuation techniques, and researched recent private pharmaceutical acquisitions to develop a valuation model to offer exit opportunities for the client

• Graduate Teaching Fellow/ Part-time Faculty: Facilitated weekly group rehearsals andprivate lessons to educate undergrad students on secondary instruments and ensemble techniques• Honors Scholar, Dean’s List, three-time chamber music competition winner