Supported the Client Analytics, Commercial Bank Strategy, and Product Strategy teams through 3 8-month rotations

• Present a case study on a hockey retailer with a 24-slide TAM including financial, industry, credit, andtreasury analyses to bankers, TMOs, and underwriters to communicate the merits of a potential $10m deal• Research the Online Wine, Beer, and Liquor industry and write a 4-page industry analysis on a direct-to-consumer wine company for a TAM presentation for the Dallas Executive Director of Credit Risk• Write a Credit Memo for a food manufacturer in the Technology and Disruptive Commerce vertical which included research for financial analysis, company overview, market intel, and venture capital involvement

• Expedite the calculation of return on investments on housing communities through Microsoft Excel• Streamline the process of reporting and prorating PPP loans through the use of Microsoft Excel functions• Assist in all areas of the Finance department to understand the process of developing and selling real estate