- Participated in the CFA Institute Research Challenge presenting a successful equity report and a pitch recommending a SELL while covering small-cap - Analyst for the $15 million student-managed endowment fund consisting of only stocks and covering each sector of the S&P 500.- Utilized Bloomberg, FactSet, and other financial data to gain valuable experience in securities research and portfolio management- Recommended new holdings based on screening methods through a combination of value and growth factors which outperformed the Russell 2000 Consumer Discretionary sectorSector Coverage: Consumer Discretionary, Consumer Staples, and Telecommunication services

•Created investment recommendations aggregate of $100 million by analyzing companies’ management and business strategies, financial statements, and competitive positions •Guided State Farm’s $65 billion corporate bond portfolio to profitable returns on investments through fundamental research and analysis of publicly traded companies •Ensured the preservation of cash flow in cyclical and non-cyclical investments by conducting in-depth analysis of industries and industry topics to assist in the development of sector strategies •Collaborated with portfolio managers and investment executives to gain exposure in different asset class strategies including private equity, public equity, real estate, and municipal bonds

• Operated financial analysis of leverage opportunities for customers with an aggregate debt account of over $500M providing recommendations for loans to the Senior Loan Committee• Composed underwriting reports of aggregate debt accounts between $100M to $250M through advanced financial modeling, market research, and sensitivity analysis of free cash flows• Managed Senior and Director Loan Committee book meetings with aggregate debt averaging $20M about crucial client relationships of the bank and approval on loans

- Invested over $25M after intricate company analysis to generate a compounding portfolio growth of 10% YoY with conservative option plays to diversify gains- Identified budget variances and recommended corrective actions, mitigating unnecessary expenses and maintaining a positive operating cash flow- Evaluated competitor data and calculated risk through advanced DCF excel models generating intuitive insights with stochaistic analysis