Actively manage a six-figure personal stock portfolio through the use of economic research and DCF analysis for large buy orders. Beat the market by an average of 6% yearly throughout the lifetime of the portfolio.

•Presented a comprehensive loan proposal consisting of quantitative financial analysis and qualitative research of the industry, management, risks & mitigants, and sources of repayment.•Generated a dividend recapitalization model with forecasted assumptions and credit facilities, in addition to running stress-tests into covenants and various downside breakeven scenarios.•Gained experience with structuring, underwriting, credit risk ratings and negotiating loan facilities that meet the needs of both the corporate borrower and the bank