Led a team of 2 junior analysts in sourcing and screening potential deals in a target geography; cumulatively analyzing 4400+ companies and 16 industries, resulting in an increase in deal flow and improved deal quality.Conducted due diligence for 10 different live deals across various stages, aiding in overall strategic decision makingAnalyzed 7 banker prepared CIMs and wrote reports to management accordingly based on investment criteriaSelected above peers of the spring… Show more Led a team of 2 junior analysts in sourcing and screening potential deals in a target geography; cumulatively analyzing 4400+ companies and 16 industries, resulting in an increase in deal flow and improved deal quality.Conducted due diligence for 10 different live deals across various stages, aiding in overall strategic decision makingAnalyzed 7 banker prepared CIMs and wrote reports to management accordingly based on investment criteriaSelected above peers of the spring analyst class for outstanding performance to advance to the role of summer senior analyst Show less

Provided Clients with comprehensive planning and investment strategies to meet their financial goals through the issuance of various life insurance products, investment products, annuities and long-term care productsExamined market trends and informed clients on historical, ongoing, and potential systematic risks that may impact their financial goalsPresented concise and unique solution recommendations to clients that best fit their circumstances and maintained ongoing… Show more Provided Clients with comprehensive planning and investment strategies to meet their financial goals through the issuance of various life insurance products, investment products, annuities and long-term care productsExamined market trends and informed clients on historical, ongoing, and potential systematic risks that may impact their financial goalsPresented concise and unique solution recommendations to clients that best fit their circumstances and maintained ongoing, proactive communication to assess and plan for any life changes leading to evolving financial needsConducted various prospecting activities daily such as attending networking events, cold calling and emailing, and soliciting referrals to establish and nurture relationships with the aim of building a comprehensive book of business, allowing me to provide advice to 100+ prospects. Show less

Assisted a clothing e-commerce focused on the distribution of popular streetwear brands like A Bathing ApeLed all aspects of the business from budgeting and forecasting, marketing, accounting, inventory management, social media, client relations, and website development to promote consistent sales growth and positive cash flowAnalyzed clothing industry dynamics and macroeconomic factors to promote higher inventory turnover and to better align with client expectations, resulting… Show more Assisted a clothing e-commerce focused on the distribution of popular streetwear brands like A Bathing ApeLed all aspects of the business from budgeting and forecasting, marketing, accounting, inventory management, social media, client relations, and website development to promote consistent sales growth and positive cash flowAnalyzed clothing industry dynamics and macroeconomic factors to promote higher inventory turnover and to better align with client expectations, resulting in the generation of an additional $200k in revenue each year Show less

Analyzed five years of accounting data, leading to the discovery of $8M of chargeback leakages; findings were shared with government entities and pharmaceutical wholesalers McKesson, Cardinal, and AmerisourceBergenAssisted on consulting project to identify instances of chargeback leakage incurred by our corporate client and propose strategies to upgrade the client’s outdated enterprise resource planning software