Aquarian Credit Partners is a high-yield credit investment manager launched in 2021. Aquarian Credit Partners is a division of Aquarian, a diversified global holding company with a strategic portfolio of insurance and asset management solutions.

• Provide clients with actionable intelligence about their institutional investors and what is driving trading in equity markets.• Develop and maintain advisory relationships with the investor relations and executive teams of publicly traded companies.• Follow public equity markets and update clients about events affecting individual stocks, specific sectors, and broader indexes.• Identify leading institutional buyers and sellers of clients’ stocks, and provide insight, color and context around the movements.• Analyze all relevant activity around clients’ stock activity, including competitive peer news and performance, valuation metrics, sell-side coverage, short interest, derivatives activity, and technical analysis.• Deliver regular reports and ad hoc updates about stock performance, noteworthy institutional movements, and aberrational trading.• Provide clients with intelligence on institutional investors in conjunction with their investor relations outreach efforts.• Connect with buy-side institutional portfolio managers and trading desks to gain insights on investment strategy and trading.

• Pitched a stock to management which included presenting an original DCF model for the company• Assisted a financial advisor and his team by providing key points from the latest equity research reports, fulfillingrequests from clients and traders, and setting up conference calls between clients and research analysts• Shadowed the heads of various product desks on the trading floor ranging from structured products to alternativeinvestments• Spoke in depth to fund managers during teach-in sessions as they educated and pitched financial advisors theirinvestment strategies and vehicles• Competed in an intern-wide fantasy portfolio challenge utilizing investment techniques like options, shorts, and limits

Appfleet Ventures is a venture builder that spins fintech ideas into companies based out of London, UK• Conducted a Current State Assessment to discover and understand customer pain points in order to determine whichmarkets to target abroad• Created marketing decks that were used to pitch Appfleet Ventures’ mobile payment system product, Pomelo Pay• Engaged with prospective clients to gather data and evaluate potential ventures• Actively participated in weekly ideation sessions with the Product Developers and the Business Director by sharingideas and brainstorming for potential future ventures