-Leads a team of 3 analysts through the due diligence process on more than 20 U.S. publicly listed small to mid-cap companies.-Utilized Excel to create comprehensive Discounted Cash Flow Models and Three Statement Models to intrinsically value more than 5 companies with a targeted 12% internal rate of return (IRR).- Built 3 pitch decks using PowerPoint to present to a board of industry professionals by leveraging asymmetrical information derived from financial statement analysis, industry reports, and SEC filings

- Actively managed initial review of potential investment targets in the Technology and Healthcare fields by participating in pitch meetings, communicating with entrepreneurs one-on-one, and gathering follow-up information. - Produced comprehensive write-ups on entrepreneur’s presentations and financial statements drawing conclusions about valuation, risk exposure, and growth potential that were presented biweekly at firm meetings.

- Prepare pitch decks and use cases for investors - Cultivate a scalable pricing structure- Establish and execute a marketing strategy- Manage Customer interactions and suggestions

Spent the summer remodeling homes, garages, basic plumbing, and laying sod. Developed some technical construction skills and exposure to project operation, small budgets, and management.

Lead instructor at Juno Beach surf camp for summer campers from 10-14 years of age. Responsible for Safety and Surfing. Set up camp, managed $15,000 worth of equipment and inventory, interacted daily with parents and kids.

Assisted financial advisors in office duties, preparing for client meetings, and updating client information. Gained exposure to finance industry by working with licensed professionals with multiple financial service designations