• Supported Analyst & VP on live technology M&A transactions that ranged from $25MM - $500MM• Prepared 5–7-year projections and financial models including discounted cash flow, leveraged buyout scenarios, and customer churn analysis• Converted monthly revenue from cash basis to accrual basis in projections• Produced PowerPoint pitch decks through extensive research on companies and participated in both prospective client presentations and due diligence meetings • Undertook comparable company analysis for SaaS cloud-based solutions company• Developed marketing materials to support broad auctions and sell-side mandates • Created Inventory Management Software Market Update white paper, working closely with Partner

• Created three-statement financial growth models to assess strengths of companies• Identified potential publicly traded stock investment opportunities through research, analysis, and forecasting• Reformatted and refreshed new 60-page policy and procedure manual for investment business

• Selected stocks for model portfolio with an 18% return, matching overall return of the fund• Participated in calls with potential target equity investment opportunities• Populated spreadsheets in Excel showing historical income statements and cash flows

• Collaborated with teachers, producers, screenwriters, and on-air personalities daily to produce a weekly live broadcast to entire student body of 2,000+ viewers at New Canaan High School and locally on cable Channel 78