Actively participated in meetings with sell-side analysts, reporting my findings to a senior portfolio managerConducted primary research by visiting retail stores to measure foot traffic, merchandising strategies, and customer demographicsUtilized valuation skills, incorporating financial statements, DCF models, and qualitative resources to compile research reports

Researched the impact of intellectual capital on company valuation, evaluating 200+ peer-reviewed papers using AI Analyzed a small-cap stock, focusing on the financial statements and pitched the idea to a portfolio managerParticipated in wealth management client conversations, covering investment performance and tax implications

Studied the groundbreaking Sotheby’s auction of a rare, first edition of the Constitution, involving a consortium of crypto investors (Constitution-DAO) who narrowly lost to Ken Griffin in November 2021. Organized and updated catalogues of current collections and special exhibits including "Alexander Hamilton: The Story of the American Revolution and Founding".