Web3 User Intelligence and Financial Reporting for product/marketing teams and investors.

-- Responsible for deal execution and portfolio management at AB Private Credit Investors, AllianceBernstein’s middle market direct lending platform

-- Financial Sponsors Group, covering west coast private equity firms

-- A student start-up working on developing sensors that track workouts at the gym-- Competed in the UCSB New Venture Competition and made it to the finals -- Developed a financial model and a detailed growth plan that was presented in front of a panel of judges that included entrepreneurs and venture capitalists

-- Managed a part of UCSB Associated Student's reserve funds worth ~$70,000

-- Co-run a club dedicated towards teaching students about the verticals of finance and the skills required to attain jobs on Wall Street-- Coordinate presentations by investment banking and private equity professionals on various topics within the finance industry-- Presented on topics such as investment banking, the finance industry recruiting process, and the role of CDOs in the economic crisis

-- Investment Banking, Financial Sponsors Group; returning full-time in 2013

-- Create and implement an annual chapter budget of more than $75,000 while maintaining accounts payable and accounts receivable-- Oversee weekly chapter finance committee meetings to conduct chapter financial affairs; train and mentor the replacement treasurer -- Co-founded fraternity and grew size to over 50 members in 2 years; received Western Conference Outstanding Treasurer Award

-- Publish research articles with actionable stock market opinion and analysis approved by site editors; over 28,000 page views to date-- Write informative and factual reports covering mortgage real estate investment trusts and emerging market sovereign bond ETFs -- Assess the risk and return of mREITs’ mortgage-backed securities portfolio by considering security type, interest rates, IR swaps, prepayment risk, leverage ratios, weighted-average-life of security, return on equity, P/B values, financing costs, and yield curves-- Analyze emerging market sovereign bond ETFs using economic indicators such as GDP growth rates, debt ratios, inflation, interest rates and exchange rates of the countries in the funds’ portfolio while considering global and domestic financial trends

-- Conduct valuation analysis utilizing comparable companies, and precedent transactions for sell-side advisory and capital raising deals-- Screen for potential acquisition targets, strategic buyers, and financial sponsors within the social networking and oil & gas industry-- Construct executive summaries, case studies, buyers lists, financial statements and company profiles for investor and client materials-- Selected Transactions: Ongoing sell-side advisory for a gas sensor manufacturer; capital raising for a social networking website-- Create reports for social networking and oil & gas industries that includes precedent transaction, and public comparable company analyses; constructed a EBITDA projection model for social networking website’s revenue model using different cost margins