Luke O'Connor Email and Phone Number

Analyzed financial statements of clients and prospects, spreading financials, and performing cash flow analysis. Compiled and analyzed data on private company prospects; presented findings with fellow intern to Commercial Banking team providing insights to drive business generation. Assisted in the optimization of customer relationships with Treasury Management and Derivatives teams. Aided relationship managers with client and industry analyses for prospective clients and existing clients’ annual reviews. Participated in client interactions with relationship managers regarding loan structuring and product offerings.

Assisted the Syndications, Interest Rate Derivatives, and Debt Capital Markets teams on internal analysis, client presentation, confidential information memorandums and administrative reporting. Conducted statistical analytics and data mining for the Derivatives team to enhance operational efficiency. Fully responsible for presenting findings and solutions to executive management. Generated client presentations for the syndication targets. Analyzed corporate financials and filings for prospective large market capitalization targets.

Created interactive dashboards for the Customer Feedback Department to provide insights into customer complaints over the previous two years. Produced a catalog of Udemy training courses for management. Provided details and commentary on courses to provide management with relevant training for interns and new hires.

Manage the day to day operations of the local, family owned pizza shop located in Brentwood Borough.

Interacted with a diverse range of clientele, establishing rapport both on and off the golf course. Responsible for both my caddying duties as well as the maintenance and storage of golf equipment, addressing the needs of members and guests in the pro shop and other golf facilities, and assisting with the preparation of golf events.