• Prepared comprehensive research reports on the quantitative and qualitative analysis of industries, sectors, and trends within the economy, and presented findings and recommendations to senior equity analysts and portfolio managers. • Conducted in-depth fundamental analysis of companies, performing valuation analysis such as DCF’s, absolute and relative valuations while assessing management strength, business strategies, and internal operations.• Analyzed various companies and market trends; conducting company-specific research, including analyzing company financials, earnings transcripts, industry reports; building financial models, projecting revenue and earnings and conducting channel checks.

• Conducted in-depth market research and fundamental analysis by assessing SEC reports, including, but not limited to, 10-K, 10-Q, and 8-K, to determine past trends and outlook on both Charter Communications (CHTR) & GCI Liberty (GLIBA), generating a BUY recommendation.• Analyzed value drivers, valuation, and risk of companies within the telecommunication industry by researching market trends, growth potential of broadband internet and the impact of the emergence of 5G, presenting investment thesis to the Investment Panel members of MDSII.• Valued both CHTR and GLIBA by using an absolute, relative and sum-of-the-parts valuation, concluding that both companies had potential upside of 52% and 63%, respectively.• Recipient of the 1st place, $2,000 prize for the 15-week MDSII Security Analysis Program based on a BUY recommendation and authenticity of material.

• Assisted with the creation of valuation models for the Vietnamese financial sector by observing long-term market trends, credit risk, troubled assets, and growth prospects, resulting in the introduction of the Vietnam Alternative Credit Fund (VACF) to provide capital to restructure public and private balance sheets in order to support Vietnam’s rapid growth.• Performed financial modeling, revenue forecasting, and valuation on Vietnamese financial equities • Identified undervalued assets by analyzing capital structures to determine liquidity constraints at the sovereign level within the financial system, resulting in identifying compelling investment opportunities with favorable risk/reward characteristics.

• Worked closely with senior management in all aspects of company’s day to day operations.• Prospected for high net-worth individuals by exceeding 100 cold and follow-up calls weekly and determined their eligibility for the firm’s investment strategies.• Researched asset allocation strategies designed to help manage risk while pursuing various long-term goals via upside participation and downside protection.• Attended and actively participated in daily meetings to discuss global macroeconomic events dealing with financial markets and the economy.