Involved in a 10-Week Investment Banking Bootcamp, with the purpose of teaching hard and soft skills to aspiring individuals interested in the financial industry.

• Responsible for conducting due diligence and quantitative financial analysis on three SaaS companies in the fund’s deal pipeline, as well as creating DCF models to arrive at intrinsic values for growing firms.• Responsible for calling and finding 30 prospective clients each week to proceed with broker calls on possible acquisitions that are in line with the financial and qualitative criteria of the firm

- Developed and created a refinancing pitch deck and analysis for a portfolio of 21 single family residential homes in Kansas City, MO- Created and completed a full DCF valuation, with further analysis of key financial metrics and a market analysis for future asset appreciation. - Headed and executed the creation of a 50% LTC, first lien single item collateralization refinance deal