Lucas Murphy Email & Phone Number

Chicago, Illinois, United States

Houston, Texas, United States

Wells Fargo Strategic Capital (WFSC) is the primary merchant banking platform of Wells Fargo & Company. Our capital solutions include non-control equity, private credit, and investments in approved Small Business Investment Company (SBIC) funds.We partner with companies across their entire lifecycle, providing venture capital and growth equity to.

New York, New York, United States

• Led team of four interns on pro-bono client project, providing insight on donor acquisition, retention, and attrition
• Analyzed and cleansed data of 10,000+ client donors using Excel, Alteryx, and Power Bi
• Compared data with benchmarks, identifying reasonable solution to problems
• Presented findings and recommendations, to managers at the firm, such as the development of a community app, improved marketing and website design, and donor referral incentives
• Created comprehensive data visualizations to help clients understand associated trends, project future revenue, and cash flow performance
• Participated in all phases of PwC audit process, including technical exercises focused on preparation, knowledge management, research, and analysis

New York City Metropolitan Area

• Built dynamic leveraged buyout model to determine liquidity of target company and risk of investing
• Projected income statement, balance sheet, and cash flow statement with key assumptions driven by historical trends
• Developed list of 30+ due diligence questions to ask management team of target company
• Analyzed companies’ financial statements, CIMs, and credit memos to determine financial health
• Collaborated with team members on Capstone project including industry research, modeling, and outputting key findings
• Presented $165 MM investment recommendation to firm partners including first-lien position and feasibility of return

Greater Tampa Bay Area

• Took orders and processed credit card and cash payments while operating the cash register
• Prepared all food accurately and in a timely manner

Greater Tampa Bay Area

• Strategized to improve financial literacy of younger generation through teaching the importance of personal finance
• Planned and executed initiatives to reach target audience through relevant channels (LinkedIn, Facebook, and Instagram)
• Analyzed campaign results, conversion rates, site traffic, and other data to develop marketing strategies

Greater Tampa Bay Area

Greater Tampa Bay Area

Greater Tampa Bay Area

Bachelor'S Degree, Economics And Spanish With Minors In Business And Computer Science

Activities and Societies: Vanderbilt Finance Club, Lights on the Lawn Foundation, Habitat for Humanity, AMIGOS, Kappa Sigma

High School Diploma

Activities and Societies: Student Council Class Representative (9th - 12th Grade), Headmaster’s List, National Honor Society, Spanish.