• Analyst responsibilities include financial and business analysis, regional prospecting and financing opportunity identification, deal team coordination, credit underwriting, and maintaining relationships for companies with annual revenue between $50MM and $250MM• Analyze and spread financial statements in order to provide illustrative models of credit pricing, cross-sales, debt service coverage, leverage, cash conversion cycle, covenant testing, and all other relevant financial metrics and ratios• Implement models depicting various pro forma financing scenarios; highlighting cap structures, M&A activity, coverage ratios, leverage and all other relevant indicators portraying our ability to balance risk appetite with meeting the client’s needs• Partner closely with the internal investment bank, financial sponsors group, corporate finance, swap desk, and industry consultants to provide a full breadth of solutions to clients such as alternatives to the bank offered floating SOFR rates and leveraged finance• Compile marketing materials and pitch books to present to clients about various transaction opportunities to support strategic growth initiatives and highlight proposed financing/capital market solutions• Successfully lead proactive prospect efforts in order to grow market share and uncover value-add solutions to differentiate ourselves from competitors• Assisted with work streams that successfully merged and integrated two of the largest banks in the southeast (BB&T and SunTrust)

• Worked with bankers to advise on capital markets solutions including shareholder buyouts, dividend recapitalizations, mergers and acquisitions, syndications, hedging, and structured real estate• Supported the Industry Consulting Group with strategic initiatives to address streamlining workflow processes, simplifying opportunity identification, justification of consultant expansion, and pricing of proposed financing• Prepared and delivered professional working capital analysis pitches to prospects and clients to show cash savings potential• Created and pitched a presentation to upper management advocating for the addition of an industry specialist within the waste and environmental services industry – approved and initiated• Achieved second place and elected CEO of my team in a week-long, fully immersive banking simulation

Premier catering staff for the University of Florida.

Global Custody Operations services $17.5T in AUC across a network spanning 3 regions and over 60 markets.• Supported deals by coordinating global efforts across three different regions and five different cities to consolidate 77 regional data points per month for accurately anticipating capacity in the custody industry • Placed 1st out of 10 intern teams in a case competition designed to provide an innovative strategy to market the firm’s brand utilizing a $35,000 budget; provided analysis of local market target demos, devised insight-driven strategy, delivered pitch to upper management• Demonstrated knowledge of VBA and Excel to create a macro-enabled tracker to streamline workflow efforts and implement automation, resulting in an annualized time savings of approximately 300 hours• Forecasted trends in the Custody and Asset Management Industries by analyzing financial statements extracted from major financial institutions and portraying findings to upper management• Revamped the client-facing form for the Custody Operation’s division by integrating knowledge of VBA and Excel resulting in a simplified format and improved client satisfaction • Orchestrated 14 meetings across 6 Institutional Client Group divisions resulting in 11 refined internal controls and an effective training procedure for new analysts

LCG Advisors is a leading advisory firm hosting 900 transactions annually across a base of 175 clients nationwide.• Projected 1,400 transactions outlining the current state of the Technology M&A Industry in order to present upper management with a research-backed suggestion as to where the firm should pursue opportunities• Assisted in LCG’s initiative to acquire a valuation firm by providing analysts and directors with 22 possible targets while also assisting in the necessary due diligence that followed • Networked with Israeli tech start-up representatives at the second annual “Innovation Fusion” where companies presented cutting-edge solutions in their respective industries• Managed the Healthcare Division’s client accounts/information through Salesforce to ensure the upkeep of the firm’s CRM