• Found Mimecast and Smartsheet, and developed research on them throughout the summer in preparation for stock pitches• Presented three stock pitches for the company, including to the Board of Directors and founders of the company• Convinced peers on the attractiveness of a stock, which was later recommended on the Motley Fool website• Featured on the podcasts’ Market Foolery and Industry Focus to talk stocks, which both have 45k daily listeners

• Participated in a program covering the fundamentals of value investing, financial analysis, financial modeling, credit analysis and equity research • Completed multiple readings and hands-on assignments covering topics such as financial analysis & accounting, business model analysis, valuation, discounted cash flow modeling, M&A / LBO modeling and compiling a research report• Created a full discounted cash flow model and full projection model on WD-40, in addition to a detailed business analysis

• Earned license to sell life, accident, and health insurance in the state of New York • Built clientele starting from own personal network and expanding through referrals • Helped clients meet personal goals in long-term financial planning

• Conducted customer sales calls and property tours on daily basis • Helped raise occupancy rate of property units from 87 to 97 percent in my ten-week period• Developed proficient understanding of CRM software to effectively manage follow-ups and customer relations• Sought feedback on regular basis to continuously refine sales technique and improve on problem-solving skills