• Developed financial models and valuation analyses for potential deals, providing detailed insights to senior analysts and directors that supported decision-making processes.• Collaborated with the SAX team to prepare pitch books and presentations for client meetings• Conducted market research and industry analysis to identify potential clients and market opportunities, which contributed to successfully closing deals.

-Planned and managed various fundraising and brotherhood activities-Act as liason between members of Beta Iota chapter and Sigma Alpha Mu nationals

Built complex databases containing client and professional information to be utilized in various ways for maintaining and growing the group’s business• Constructed presentation materials utilizing Microsoft Excel and PowerPoint, leading to the acquisition of over $10 million in new business• Analyzed multiple securities managers in order to create the most tax-efficient and profitable portfolios for over $1 billion in assets under management• Attended a multitude of seminars led by various financial professionals focused on market outlook and tangible portfolio management skills

-Planned, organized and led activities for a group of 31 campers throughout summer-Directed and Educate campers in activities such as Basketball and Fishing