• Optimized the fund’s data collection strategy and monitoring of key indicators across credit risk, inflation, inventories, supply chains, layoffs, and short interest• Utilized Excel plugins to analyze publicly available financial data (10-K, 10-Q, S-1) across thousands of publicly traded companies to uncover potential long/short investment ideas • Updated models for over 30 financial sector companies following their quarterly earnings reports and assessed their earnings quality • Generated credit exposure analysis for loan portfolios at banks and business development companies at various points in the credit cycle to estimate potential credit losses• Performed regular channel checks through industry expert networks, vendors, and distributors to independently assess the financial health of various companies• Identified key developments in the areas of cryptocurrency regulation, DeFi, Web3, blockchains and presented to the Chief Investment Officer to support the investment process • Tracked cryptocurrency adoption and correlation trends between various tokens, commodities, stocks, and stock market indices

• Wrote two research reports each quarter that estimated the revenues of the global bulge bracket and European regional investment banks by applying corrective multipliers to historical correlations of publicly reported earnings to Dealogic’s fee model • Produced the analysis used by the Investor Relations team of an elite boutique investment bank (merger of Blackstone Advisory Partners and PJT Capital on October 1, 2015) for presentations to sell-side equity research analysts which resulted in six analysts who initiated coverage on the new publicly traded company (NYSE: PJT)• Calculated realizations on private equity investments through due diligence of debt financing to deduce equity contributions and monitoring portfolio company holdings for exits via IPO, Secondary Buyout, and Trade Sale

• Served as the chief financial officer and managed a $150,000 annual operating budget, in addition to real estate, for a 501(c)(7) nonprofit organization• Developed a strategic growth plan which decreased cost of living in Chapter housing by 31% resulting in a 57% increase in occupancy and a 54% projected increase in revenue by 2018• Provided the historical analysis and projections used to restructure debt accumulated over 10 years and raise debt capital for major facility renovations through successfully closing a $100,000 loan

• Analyzed and recreated a new seamless and efficient structure of standard reports within two of Dealogic’s primary market Fixed Income products used by over 4,600 client investment banks globally• Helped create 2Q 2013 management reports and presentations for multiple top 10 investment banks• Aided in data quality checks for the publication of global and US league tables in the 2Q 2013 Wall Street Journal Capital Markets Review• Trained new associates and interns on the creation and distribution processes of a daily newsletter on Medium Term Note trends reaching more than 5,000 investment banking professionals and media specialists globally

• Developed enduring relationships with clients through identifying their financial goals and creating custom-tailored solutions to meet personal, family, or business financial security needs• Specialized in risk management, tax-efficient wealth accumulation and distribution strategies, estate planning, and college plan funding• One of only six interns selected out of fifty-four by Director of Development & Internship Program to attend the company’s 132nd annual meeting

Worked closely with two physicists and a professional holographer on an optics research project in transmission holography. Using very low-cost materials and some self-built apparatuses, I was able to create high-quality transmission holograms of various targeting reticles.