Mergers & Acquisitions, Capital Raises, Fairness Opinions, Financial (Transaction) Advisory

• Conduct quantitative valuations for equity compensation instruments, such as ESPP, Stock Options, Total Shareholder Return (TSR) Awards, and Complex Securities, utilizing Monte Carlo simulations, Lattice, Black-Scholes, and option pricing models.• Consult on business valuations using discounted cash flow and multiples models. Rebuild sell-side models for our clients to use in negotiations.• Build detailed models in SAS and Excel to calculate grant-date fair values, which are used in the accounting expense process for executive compensation equity awards.• Research executive compensation packages, analyze trends in the data/market, chart data for thought leadership presentations, and stay up to date with industry regulations in the executive compensation space.• Implement and streamline processes for valuations, formal report creation, internal initiatives, contract writing, billing and client relations.• Consult clients on human resource advisory services related to equity compensation and the expense process.

• Identified target companies using proprietary software, populated database with company information, and crafted outreach to business owners.• Read Confidential Information Memorandums (CIM) and acted as the first filter on the buy-side of the deal. • Once a business owner expressed interest, I helped research the company further and create an initial valuation for investors using discounted cash flow and multiples models.

• Worked with customers individually and ensured their experience at The Classic at Madden's was the best possible. Delivered course knowledge and valuable insights to the game of golf for our guests and members.

• Exposed to loan services, including commercial and personal lending. Assisted financial advising team with tax and investment strategies during times of increasing interest rates.• Attended interest rate roundtable/seminar, as well as advanced Excel, PowerPoint, and products and services sales trainings.• Learned about deposit accounts as well as deposit compliance and industry regulations, including BSA and Reg D regulations. Gained insight into how banks manage risks and maximize profits through balancing lending and minimum deposits.