M&A and Debt Financing

- Engaged in live, hands-on weekly training lessons covering every aspect of finance recruiting, to networking guides, and industry firm overviews that provide nuanced insight and extensive resources necessary for professional development in the financial industry

$250M AuM | Oil & Gas | NAM Team

- Led simulated portfolio management and analysis, producing market-focused presentations for investor outreach.- Conducted fundamental & technical analysis to evaluate security performance within a $28 million portfolio, collaborating closely with the CEO. Utilized technical indicators like moving average crossovers, bollinger bands, and Fibonacci sequences to mitigate expected downside risk.

- Assisted senior portfolio manager to develop and implement investment strategies at a multi-asset hedge fund with $50,000,000 AUM.- Conducted investment portfolio pitches for clients based on personal needs with portfolio sizes ranging from $250,000-$3,000,000.- Drove comprehensive wealth management initiatives including various investment vehicles, retirement plans, portfolio creation and analysis, market research and analysis, and sales support to financial or private wealth advisors.

- Helped grow a delivery service start up around the USC area, personally completing over 15,000 deliveries.- Delivered popular food and beverage products while assisting in restocking, customer service, and managing online orders.

- Handled transactions at the USC Lyon Center and sold gym memberships to patrons.

- Tutored high school students for the ACT/SAT through workshops and one-on-one tutoring sessions.- Conducted diagnostic assessments and developed personal study plans while providing guided instruction to help achieve the highest possible scores.

- Assisted in protecting the finances of AutoNation, a component of the S&P 500 index, by conducting financial reports through excel using VLOOKUPs and pivot tables, monitoring insurance policies and claims, and identifying potential financial risks of the company.- Analyzed previous incidents/adjuster reports and completed transaction analysis through internal client data.- Managed property and liability claims so the department can pay all invoices associated with the company’s insurance programs.

- Accrued a customer base of 20 high school students and sold tutoring services that were 1-hour sessions with students on zoom.- Sold over $15,000 of tutoring services.- Content consisted mostly of the math SAT along with coursework in high school such as algebra, geometry, trigonometry, and calculus.