• Participate as a team member in the 2023-24 CFA Institute Research Challenge, conducting in-depth analysis of Sun Country Airlines (SNCY) to help formulate a 12-month price target and stock recommendation• Collaborate extensively with team members to perform comprehensive sell-side research analysis, focusing on financial statements and industry trends• Utilize FactSet and Bloomberg to gather and analyze financial data, enhancing the depth and accuracy of our valuation models and industry comparisons• Present and defend our findings and recommendations to a panel of industry experts, competing against over 6,000 students from 1,000 universities worldwide

• Co-manage a portfolio worth over $5M consisting of large cap stocks• Use fundamental, quantitative, and technical analysis methods to make trading decisions on the Industrial holdings of the portfolio• Utilize FactSet and Bloomberg data services to conduct research and analysis on sector and holdings • Perform weekly updates and earnings reports on our industrial holdings• Current holdings include: CPRT, CTAS, GNRC, ODFL, PAYC, URI, VRSK