– Took part in training sessions led by senior leaders involving markets, portfolio management, and life lessons geared towards young professionals eager to start a career in financial services.– Presented research in the form of a stock pitch and group project at the culmination of the program.

– Worked with a team of bankers, investment specialists, wealth advisors, and lending specialists to understand Ultra-high net worth client needs and examined market activities to develop and execute strategies that help clients meet their financial goals– Conducted client review decks, statement analysis, market/product research and analysis, and prospecting projects; gained exposure to client meetings, teach-ins with specialists, and the trading desk– Presented final project to firm leaders in a prospective client role-play scenario, analyzing the prospect’s balance sheet, goals, and background to develop creative investment solutions

– Conduct and present research and analysis on equity securities: screen for appropriate investment candidates; examine macro, industry and company research; query investor relations personnel on outlook and other research matters; and create full financial model including discounted cash flow valuation on one company.– Collaborate with other summer interns as well as gaining exposure to fixed income analysis and trading desk.

– Started as camp counselor for beginner ice-hockey goaltenders ages 12 and under, promoted to role as assistant coach training all ages under the leadership of head coaches, worked to position of head coach to lead one-on-one/group based training sessions for players of beginner to advanced skill levels.– Coaching style placed an emphasis on work ethic, technique, and mental preparation.

Advertised (social media and in-person), tracked finances (excel), and worked collaboratively with clients to fulfill their specific needs. Washed over 40 cars with the options of exterior ($30), interior ($40), or both ($65). Made improvements to quality of service by investing portions of generated revenue into upgrades for equipment.