• Track specific companies daily to pitch long/short investment ideas, using fundamental analysis to defend positions across the sector.• Build financial models based on multiples and valuation analysis to support investment recommendations through bottom-up research.

• Tracked over $61M of monthly revenue for core equity, block, portfolio, ETF, and electronic trading desks. Aggregated financial data utilized in quarterly earnings reporting.• Deconstructed and rebuilt BofA Global Research financial models for 7 financial institutions including Goldman Sachs, PNC, Regions, Synovus, Truist, LPL Financial, and Western Alliance Bancorp as well as 2 consumer discretionary companies in Skechers and PVH to practice professional modeling skills. Connected forecast assumptions back to corresponding analysis in BofA research reports.• Shadowed 4 Global Equity Research calls and analyzed 16 Research publications on financial services stocks.• Delivered investment research report on Canadian real estate firm to management including analysis of how it exploits opportunities in the real estate market. Presented implications from their Blackstone privatization deal that caused a $3,300,000 trading desk loss.• Conducted daily market and economic research sent to 88 team members including executive management, highlighting events that may impact the business. Also utilized Bloomberg Terminal to track bid-ask spreads on securities for price testing of security positions.• Developed ~600 lines of Excel VBA code to automate financial tracking models of equity trading transactions.• Wrote ~350 lines of SQL code to practice data analysis on consumer client information to identify business opportunities.

• Developed innovative LOB monitoring system globally implemented on February 1st, 2024 in collaboration with upper management. Streamlined and automated tracking of Citi's diverse business practices for auditors.• Analyzed over 4,100 Citi business corrective plans utilizing diverse Excel functionalities to filter out and identify 4 Regulation W-related strategies mishandled by management in quarter 2. Prepared presentation for management to discuss and agree on adequate corrective changes as well as documented Excel procedures for the Regulation W team’s use in future quarters.• Conducted testing on Citi Risk Weighted Asset measuring process under Basel III requirements for retail exposures. Testing scope covered the effectiveness of 34 risks and controls over Citi Retail Services, Branded Cards, NA Mortgages, and Banamex Mexico Retail.• Awarded Citi Recognition Certificate from Audit Senior Vice President for outstanding individual results such as drafting comprehensive reports in Word on deadlines less than 1 day.

• Founded avant-garde 1 credit UF class, 1st of its kind in Florida, dedicated to instructing musicians in Chinese folk music (MUN2800).• Led as the director of the Instrumental Chinese Ensemble, an organization dedicated to spreading Chinese folk music in the community. Expanded group to 13 musicians consisting of an even distribution of undergraduate to post doctorate musicians.• Studied abroad in Derry, Ireland at the International Walled City Music Festival with 5 world-class pianists.