Worked in a team to create a sell-side M&A pitch book consisting of firm history, discounted cash flow & comparable companies’ analysis, prospective strategic & financial buyers, and opinion on deal structure• Created a leveraged buyout model including post-acquisition synergies, target internal rate of return, sources & uses table, and sensitivity analysis • Presented the pitch deck to Investment Banking and Private Equity professionals, promoting the firm, highlighting findings, and addressing any concerns, allowing the team to place third

Worked in a team to create a comprehensive loan proposal consisting of quantitative financial analysis and qualitative research into industry, management, risks & mitigants, and sources of repayment • Generated a dividend recapitalization model with forecasted assumptions and credit facilities, which included various covenant stress tests, collateral analysis, downside breakeven scenario, and discounted cash flow• Presented the loan proposal to a Wells Fargo credit committee panel, discussing key findings from research and answering any questions, allowing the team to place second out of twelve total teams

Created an equity market perspective on multiple companies to help clients understand their performance in the market compared to respective indexes Operated with tools such as Cap IQ to build public information books which gave managing directors an overview of a company and the industry it’s in Accumulated data on unemployment statistics during COVID-19 for a presentation relating to performance of multiple MCO’s

Collaborated with the Investments team from Fixed Income, Financial Office Services to Equities.Researched and presented projects on different industries and companies.Communicated with different Equity Department workers on earning callbacks

Greenwood Project Scholar, learning about financial literacy and gaining knowledge about the financial industry from different firmsResearched and presented a stock pitch on different companies Developed professional skills that will be needed in the financial industryParticipated in Training The Street Financial modeling class