Performed equity research across key sectors—financial, technology, and healthcare—to drive informed investment decisions. Collaborated with a team to develop and present investment theses to peers and faculty, strengthening communication and analytical skills. Applied financial modeling techniques to evaluate valuations and project returns, supporting strategic decision-making, while analyzing financial statements, industry trends, and macroeconomic factors to uncover high-potential investment opportunities.

Actively contribute to a college business club focused on real estate, networking, and professional development. Organize meetings, events, and guest speaker presentations, while managing communication efforts through weekly emails and marketing posts to promote upcoming activities.

Developed a capstone presentation assessing the creditworthiness of a middle-market manufacturing company. Executed compliance tests in Excel to ensure adherence to financial covenants in existing loan agreements, and utilized Excel models to perform an enterprise valuation for a software company.

Processed a range of financial transactions, including deposits, withdrawals, loan payments, and money transfers, ensuring efficiency and accuracy. Maintained detailed transaction records to comply with documentation requirements. Provided exceptional customer service by resolving issues promptly and cross-selling banking services to enhance customer satisfaction.

Provided valuable insights to clients to facilitate their business growth, while promptly and professionally troubleshooting and resolving any issues they encountered.Identified and presented new opportunities for clients to expand their businesses, contributing to their overall success and fostering long-term relationships.