Commercial Banker working with business clients to provide real estate capital, equipment financing, growth capital, business acquisition capital, working capital solutions, treasury/cash management services and liquidity solutions.

• Built and updated models for covered companies in the E&C and Building Materials sectors• Interviewed subject company management teams and assisted with company & industry research reports• Communicated investment ideas with the equity sales & trading team along with buy-side clients• Research team generated over $2M in revenue for firm in 2015, ranking #2 among research teams• Team recognized by Thompson Reuters US in 2015 and 2016 as #1 Stock Pickers in the Engineering & Construction spaceSpecialties: • In-depth knowledge of the Building Materials & Construction and Industrial sectors• Financial modeling and forecasting• Merger and acquisition analysis• Equity valuation• Financial statement analysis• Financial writing/reporting• Highly proficient in Excel• Bloomberg, Capital IQ, and FactSet productsFINRA Licenses: Series 7, 63, 86, and 87

Selected to the Batten Fund, a student managed equity portfolio, as an equity analyst. Training The Street-Financial Modeling & Valuation Course Fall 2013 and Spring 2014. Course Work: Financial Accounting-Reporting & Analysis, Financial Management, Corporate Finance, Batten FundActivities and Societies: Batten Fund Member, Finance Club, Healthcare Club, Alumni Club

•Worked directly with Managing Director in the evaluation of US economy & restaurant industry•Prepared pitch materials for potential investments that included financial analysis, market research and due diligence findings•Constructed a projected profit and loss statement used for a recapitalization of a 50+ unit restaurant •Researched national QSR concepts and analyzed financial data to assist client in evaluating stores and franchise

•Selected by firm leaders to conduct due diligence of Washington, DC market •Developed and executed strategy to shift 50% of company’s revenues to new products and services•Successfully landed Washington, DC clients resulting in additional annual revenue of over $250,000•Managed sales team that covered the Washington, DC market and effectively grew revenues by 11%

•Sold print collaterall, direct mail and promotional items to corporations in the insurance, financial, manufacturing, hospitiality and healthcare industries •Salesman of The Year in 2004, 2006, 2007 and 2009•Exceeded sales quota by an average of 30%