• National Sales Strategy (Sept. ‘22 - Jan. ‘23) • Produced Alternative Investments Monthly Reporting for all Wealth, and Private Wealth, Management at UBS. • Created client presentations utilizing 10-K and 10-Q SEC Filings. • Managed Equity Advisory Group (EAG) Trading Campaign process.• Banking: Deposits and Cash Management (Jan. ‘23 - May ‘23) *Covered March 2023 US Banking Crisis* • Handled over 500+ deposit sales desk calls. • Wrote white paper on how Generative Artificial Intelligence (Gen-AI) could be used to save team member time to refocus, said time, on driving sales revenue opportunities.• Corporate and Institutional Advisory (May ‘23 - Sept. ‘23)• Private Wealth Management: The Halbfinger Group (Sept. ‘23 - Jan. ‘24)• Alternative Investments Modernization Team (Jan. ‘24 - May '24)• Cross Asset Solutions: Derivative Sales (May '24 - Current) • 4-month rotation through OTC Derivative Sales supporting Family Offices and GFIW clients. • Alignment of 3 pod: (1) Rates and Credit, (2) FX, (3) OTC Equity Solutions Group • Understanding pricing models, how to build client relationships, and trade Idea generation.

• Fixed Income Sales - Middle Markets • Learned Macro creation and VBA to simplify Tableau data pulls. • Wrote white paper explaining the use of Blockchain implementation to facilitate onerous client onboarding processes and client data reconciliation. • Fully Virtual 2021 Summer Internship.

• Partnered with the Marketing Team to understand the current Calls strategy.• Obtained 2019 Calls data.• Defined what metrics are required in order to evaluate the effectiveness of Calls.• Extracted the data using SQL coding.• Completed data analysis and presented to SVP leadership.• Handed off to other regions to replicate the analysis.

Track: Citi’s Institutional Clients Group (ICG) Private BankA selective 5-week program, focused on mentoring diverse college sophomores to get to know Citi and gain technical knowledge. I participated in a robust technical training curriculum with weekly calls with an assigned industry mentor, in addition to attending training webinars focused on topics such as fixed income, equity, and derivative markets.