• SilverMile Capital is a technology-focused investment bank that offers private placement financing, structured capital solutions, strategic M&A advice, and secondary markets advisory services• Identified 100+ financial technology lending companies per week utilizing PitchBook and Crunchbase

• Old City, a leading alternative investment platform for boutique advisors, identifies high-quality alternative investment sponsors for a growing investor base of families and institutions raising over $13 billion since 2006• Monitored CRM dormant deal pipeline directly coordinating with relationship managers to revive inactive deals and improve deal tracking efficiency• Served as the primary note taker for client meetings focused on raising capital for niche private credit fund and real asset funds, ensuring accurate and detailed documentation of discussions and action items

• Tutor for Investments FINC312 for Professor John Stocker• Met with students to answer questions and helped them develop their understanding of financial principles

• Selected by the Director of Financial Planning to supervise the technology infrastructure and daily operations of the Geltzeiler Trading Center with 15 Bloomberg Terminals• Assisted students with the utilization of software packages and coding languages such as Bloomberg, FactSet, and R

• Chartline Capital Partners has raised over $200 million across its funds. The firm typically invests between $500,000 to $5 million in B2B companies focusing on human resource technology, digital industrials, financial technology, property technology, and real estate sectors.• The UD Launch Fund functions as an internal venture fund committed to providing pre-seed, equity-based investments for the most promising ventures associated with UD, emerging from the BH-POC and other Horn programs• As a fellow, my responsibilities involve deepening my understanding of venture capital and gaining hands-on experience by assisting with diligence support, market sizing, competitive analysis, and financial modeling in collaboration with the venture capital team

• Asset & Wealth Management Division• Return-offer extended

• Worked part-time, year-round, virtually, at MFI Agency, collaborating with customers and insurance agents• Maintained and updated customer records in Allstate's CRM system, identifying and addressing coverage gaps• Cold called customer lists containing around 100 prospective customers offering our insurance products generating around $7,500 in premiums on a weekly basis

• Cubico Sustainable Investments has invested over $9 billion in renewable energy projects globally. Their portfolio includes a range of assets in wind, solar, and other sustainable energy sources.• Assisted Asset Management Division in getting our Renewable Energy Certificate’s green-e certified• Compiled and summarized 20 expense reports using Excel, optimizing reporting processes with VLOOKUP

• EFA provides investment banking services focused on arranging growth capital, mergers and acquisitions, and financial consulting services, primarily within the entertainment, media, and technology sectors raising over $4.5 billion in capital since its inception in 2009• Provided detailed research reports for two hotels in Killeen Texas. Created a demographic report for the area, including the identification of relevant competitors in a one, five and ten-mile radius• Used PowerPoint, Excel, and demographic analytics to create research reports