Created an automotive restoration company to pursue my passion for restoring and selling vintage automobiles.

-Assisted the Alternative Investments and ECM teams by conducting industry and offering structure research, populating and maintaining deal specific data rooms, and organizing business development campaigns.-Shadowed senior bankers through the structuring and launch of a secondary offerings by performing research on prior structures, aggregating, and presenting the findings for pricing committee consideration.-Compiled exposure to rapid growth industries working with private clients in the FinTech, Risk, and AI energy management sectors.-Utilized PitchBook, Microsoft Excell, Microsoft PowerPoint, Capital IQ, and built an understanding deal documentation and compliance.

-Reviewed company information and prepared reports on periodic financial statements, project progress reports, and other information submitted by clients.-Gained exposure to explosive growth industries working with private clients in the SaaS energy management, data protection, and secure cloud solution sectors, which are both industry giants.-Utilized PitchBook and AlphaSense to build an understanding of deal documentation and compliance.-Produced financial models using Microsoft Office tools to aid senior management in various investments.

-Researched and analyzed new statistical data trends and recommended strategies for prospective clients.-Worked directly with upper-level management to gain knowledge and insight on deals being done in FinTech and AI.-Produced in-depth financial models using PitchBook, Microsoft Excell, and client databases to assist in outlining findings and recommendations for improvement.