Led a team of 43 students to allocate and manage a $200 million long-only equity paper portfolio, utilizing a proprietary investment mandate and portfolio management methodology .Wrote a comprehensive guide on Financial Statement Analysis and built a comprehensive financial model template that saves more than 24 hours of modeling, encompassing a Three Statement, DDM, LBO, DCF (FCFF & FCFE), and Multiples Method (EV/Revenue, EV/EBITDA, P/E) model.Restructured the pitch deck template to emulate a professional sell-side deck to encourage greater professionalism in formatting and free thinking abilities to tell a story the correct way.Spearheaded the first ever participation of the Investment Teams to compete at external stock pitch competitions (UGA and UF).

Led two analysts in performing due diligence on more than 20 US publicly listed small to mid-cap companies in pursuit of allocating $200 million in capital for a long-only equity paper portfolio.

Led two associates in researching and writing equity research reports for six companies within the energy and industrial sector, with an emphasis on mid to micro-cap companies.

Allocate and budget $20,000 toward events and gym equipment, resulting in an increase in membership count from 80 to 420 in one year, representing a 425% increase. Manage logistics and secure national brand sponsors, like Celsius, for two powerlifting meets. The second meet generated $4,000 in revenue with a profit margin of 33%, which included 76 lifters and 142 spectators.

Underwrote two deals, with most of my attention directed toward conducting due diligence and putting together an 80+-page memorandum to provide a senior credit facility to an IT services provider to buy out a revenue-sharing agreement.

Utilized my understanding of Excel to analyze a CRM database of 200,000+ contacts and successfully detected and merged 100 duplicate contacts, enhancing wealth manager workflows and optimizing the management of $10 bn in AUM. Created and maintained 30 net worth statements for eight wealth managers, servicing clients with investable assets exceeding $10 million. Created a concise wealth management guide for new hires, covering an industry overview, BNY Mellon's value proposition, and key growth initiatives targeting $300 billion in AUM.

Utilized my understanding of GAAP to conduct bank reconciliations, consolidate trial balances, record journal entries, and audit line item balances for multi-million dollar companies.