M&A Advisory / Capital Raising

• Partnered with senior advisors to oversee the administration of an $11.6 billion book of business stemming from large corporations, family offices, and ultra-high net worth clients• Executed detailed analyses of client financials by completing customized reports that advanced discussions on the implementation of holistic asset allocation, investment proposals, and the evaluation of consolidated performance• Communicated with multiple clients to convey market views and investment ideas

• Performed investment due diligence globally on 100+ mutual funds, ETFs, and hedge fund vehicles, along with sector-specific strategies in financials, energy, ESG, and thematic (e.g., electric vehicles, fin-tech)• Met with multiple PMs to better understand the fund’s investment strategy and explain their over/under performance• Drove new business development strategy through the identification of new and niche opportunities, a comprehensive understanding of the firm, and leveraging of extensive firm resources• Analyzed the funds of the entire JPMorgan platform and determined if they should remain or be placed on probation

Interned in the EMEA Headquarters, which manages all financial aspects of the EMEA markets.

• Rotated between the banker and investor analyst roles and gained exposure to all areas of the wealth management practice of the bank• Developed multi-asset portfolio analyses and provided sell/hold recommendations to senior investors on both equity and fixed income positions• Prepared investment proposals for current and incoming clients, and assisted with portfolio allocation• Conducted research for client prospecting, including net worth and company valuation estimates

My main responsibilities were sales and public relations. As a member of the Development Phone Center, I called and connected with alumni, parents, and students of the university to develop a stronger relationship and ask for donations. Student callers collect over 1.5 million dollars annually, helping the university reach its fundraising goals and improve scholarships and infrastructure.

Participated in the Adventis Financial Modeling Course where learned financial modeling, valuation and leverage buyout by building a three-statement, fully circular financial model for PepsiCo and Home Depot.

- Selected as one of 70 students across the nation to participate in a two-day program at J.P. Morgan Chase & Co. headquarters- Networked with professionals within J.P. Morgan's Asset and Wealth Management business and gained insights into all areas of the bank

Crcl is a recommendation-based service app with improved user profiles, a proprietary rating system, and advanced features aimed at planning & efficiency.Based out of Innovation Park, Notre Dame.

Rotated through the multiple departments of the company including: Operations, Sales, and Human Resources. Participated in Staff and Board Meetings and provided ideas that were incorporated as part of the ISO 9001 process that the company was implementing.

Participated in the Consultant and Relocation Specialist trainings to assist families moving in and out of the Republic of Panama. Provided assistance in the home and school search and gave orientations about the cost of living and cross cultural training in Panama.