• Completed Wall Street Prep training program covering financial accounting, DCF and LBO financial modeling in Excel, financial statement analysis, and industry-specific deck-building in PowerPoint• Analyzed company filings, broker research, and news reports to construct public information books for senior bankers • Created and modified presentation slides to reflect changes requested by Managing Directors and other members of the deal team• Conducted due diligence on comparable companies and precedent transactions to pitch relevant candidates for an ongoing acquisition in the composites industry, and the data center industry• Projected key financial metrics, benchmarked company performance and valuation, and researched industry outlook to craft stock pitch presentation

• Developed a comprehensive personal finance course to be taught to 3,500 Hispanic immigrants annually and indirectly impact 15,700. Covered topics such as budgeting, credit-building, saving, and investing• Optimized presentation visuals and formatting, and checked for accuracy of information to improve learning experience • Translated all course learning materials from Spanish to English to expand the potential audience and impact• Presented project and predicted impact to a team of executives through a 30-minute, detailed and illustrated PowerPoint slideshow