Had the privilege of collaborating with an experienced team by assisting with market research, preparing memos for the investment committee, and analyzing brokers opinions of value to execute the potential sale of an asset.

As a core member of the Business Development team at CVEX, I had the opportunity to build a network of institutions and individuals focused on investment in alternative assets (Venture Debt, Pre-IPO Equity Investments, & CRE). I have been able to combine my knowledge of the private markets and various alternative asset classes with my networking expertise to bring deals of substantial size into our pipeline, expand into new industry verticals, and build consumer confidence for our vision.

CVEX (Capital Venture Exchange) is an advanced trading platform for pre-IPO equities in the U.S. market, providing ease-of-use and liquidity to the marketplace through automation. As a company, we focus on the needs of investors and issuers and strive to differentiate ourselves through efficiency and technology. - As part of the Business Development team, I connect private companies, their employees, institutions, banks, funds and VCs to the CVEX network, enabling best-case scenarios for creating liquidity and allowing investors access to lucrative private markets.

- Served as a member of the Equity Sales & Trading team, researching and reviewing market trends for new revenue streams for clients. - Attended conference calls with market analysts, strategizing course of action based on patterns in the marketplace and current world events.

- Worked on an experienced team and assisted with the trading of high-grade corporate bonds and Treasury securities.- Examined the fluctuations of yields and spreads of securities based on changes in the marketplace and current events along with researching new issues and helping to complete the trades for clients.